November 2009
November 30, 2009 –
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RELATED TICKERS: BAC
, C
, JPM
Last week, a Middle Eastern city-state that represents approximately 0.1% of global GDP sent shockwaves through world financial markets... [more]
November 25, 2009 –
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RELATED TICKERS: C
, BK
, GS
Bank share investors need to remain alert. On Monday, S&P released a report in which... [more]
November 25, 2009 –
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RELATED TICKERS: BAC
, C
, BRK-B
That's what Financial Times assistant editor Gillian Tett asked in a column on Monday. On the face of it, the question looks absurd... [more]
November 10, 2009 –
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RELATED TICKERS: GLD
, KRFT
, BMY
Yesterday witnessed a rather extraordinary confluence of events: the Dow stormed to a 13-month high while... [more]
November 10, 2009 –
|
RELATED TICKERS: JNJ
, WMT
, HPQ
The Dow looks closed at a new high for the year yesterday, led by gains in Caterpillar (NYSE: CAT), American Express (NYSE: AXP), and IBM (NYSE: IBM). Normally, I would advise investors not pay... [more] [more]
November 09, 2009 –
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RELATED TICKERS: GE
, BAC
, CSCO
Friday's unemployment numbers weren't great, but U.S. GDP grew at an annualized rate of 3.5% in the third quarter -- the first positive growth in 12 months and an indication that the recession ended some time during the third quarter. There are even some... [more]
November 06, 2009 –
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RELATED TICKERS: BRK-B
, GS
, JPM
Goldman Sachs (NYSE: GS) filed its quarterly report with the SEC on Wednesday, giving investors a peek at just how consistently profitable its trading activity was in the third quarter... [more]
November 05, 2009 –
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RELATED TICKERS: BAC
, F
, AMZN
Cash on the sidelines. There is $3.4 trillion parked in money market funds right now earning virtually nothing, just waiting to flood back into stocks. I'm certain... [more]
November 03, 2009 –
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RELATED TICKERS: C
, BAC
, GS
On Friday, a Calyon Securities analyst dropped a bomb on Citigroup (NYSE: C) in a note warning investors the bank may have to take a $10 billion writedown on... [more]
November 03, 2009 –
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RELATED TICKERS: PBR
, GLD
, PTR
In a commentary for the Financial Times, Nouriel Roubini of New York University recently warned that "the mother of all ... global asset bubbles" may be under way, in which all risky assets... [more]
November 02, 2009 –
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RELATED TICKERS: GE
, BAC
, CIT
In a series of articles between July 13 to July 20, I warned investors away from the shares of small business lender CIT, insisting that they were the province of speculators who must be willing to lose everything, adding:... [more]
November 02, 2009 –
|
RELATED TICKERS: GS
, BAC
, BRK-B
Goldman Sachs (NYSE: GS) is arguably more visible today than it has ever been its history (or than it has ever wanted to be; the firm has traditionally valued a low public profile). Outstanding results this year highlight a firm that has pulled away from its closest competitors in the credit crisis. [More] [more]