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Items Tagged With GS

Sustainability 101
Written By: Mark Bershatsky
2007-04-29 22:01:36

In simple terms, sustainability is defined as achieving economic prosperity while simultaneously leaving no impact on the planet. Our planet would be no worse off after this prosperity is achieved than before. With all the environmental and geopolitical events surrounding us today, sustainability has become a focus of much of the private sector and has also become a buzzword on Wall Street.

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The Captains of Industry
Written By: Mark Bershatsky
2007-05-26 22:02:49
I am intrigued by Citigroup (C) and its recent pledge to commit $50 billion over the next ten years to address climate change.

So far, this is hands-down the largest commitment to global warming that any company worldwide has put forth. This amount includes the $10 billion that the company has already committed to reducing their own carbon footprint, largely by means of decreasing energy consumption at the 15,000 properties worldwide that it owns or rents.
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The Fed Interest Rate Cut is One Ingredient in the Recipe for Stagflation
Written By: David Neubert
2007-09-19 09:51:34
How am I positioning for the Fed Interest Rate Cut?

I continue to buy overweight financials, especially the big ones like Citigroup (C), Bank of America (BAC), JP Morgan Chase (JPM), Morgan Stanley, Goldman Sachs (GS) and Lehman Brothers (LEH). I'm even short some puts on the Financials ETF (XLF).  In the short term, financials have to go higher as hedge funds cover shorts and, more importantly, mutual fund managers buy to correct the underexposure to the financial sector.  Most Fed easing cycles imply very good returns if you buy just as they begin. The exceptions?  The last one. I'm hold financials for the short run but I'm going to lighten up on these as this rally progresses. Why? The recipe is in place for some stagflation.

Stagflation is a period of inflation and low or no growth in the economy.  The last time this existed was back in the 1970's in Britain and the US.

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U.S. Investment Banks Enjoy High IPO Fees
Written By: David Neubert
2007-03-27 14:00:17
Sarbanes-Oxley, a draconian visa application process, in addition to relatively low valuations and higher interest rates, aren't the only things making U.S. capital markets less attractive to foreign issuers of IPO's; a cartel that keeps IPO fees high is also part of the problem.
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