Contributing Editors' Blog Entries

Leo Kolivakis's picture

Is Private Equity Riskier than Public Equity?

Private Equity Is private equity less risky than public equity or is this just an illusion? What about outright manipulation in public markets? It's no wonder pension funds are fed up and shifting more assets into private markets...

Michael Victory's picture

Global Business B.S.

B+ B.S. Silver, Schiff & Sheep (not in that order).

Phoenix Capital Research's picture

Why the “Is QE 3 Coming?” Debate is a Moot Point Pt 2

The ENTIRE 2008 episode was the result of the Credit Default Swap (CDS) market imploding (CDS, a type of derivatives, comprised about $50-60 trillion in value). And to claim that the Fed didn’t know why the Financial Crisis happened is a lie. Indeed, as early as 1998, Ben Bernanke’s predecessor, Alan Greenspan, tol , soon to be chairperson of the Commodity Futures Trading Commission (CFTC), Brooksley Born, that if she pushed for regulation of the derivatives market it would implode the financial system.

George Washington's picture

Anthrax "Conviction" Falls Apart

The FBI always gets its man ... whether he's guilty or not!

Reggie Middleton's picture

Is The Evidence For An Apple Margin Collapse Now Incontrovertible?

Apple My many warnings on the impending dethroning of Apple by Google has produced more flak and negative response since any proclamation since my warning about Goldman Sachs in the spring of 2008. Of course, fast foward to the spring of 2011 an you will find Reggie was right on point. I am just as confident, or more, about Apple vs Google, and for the same reasons as I was confident about Goldman Sachs.

Bruce Krasting's picture

CBO report – “FHA ripping off taxpayers by $5 billion a year!”

The CBO takes a shot at the FHA.

madhedgefundtrader's picture

It’s Full Speed Ahead for China’s Nuclear Program

Is the disaster creating a buying opportunity? China has far and away the world’s most ambitious nuclear program, with 100 plants on order over the next decade. Any cut back in the nuclear program would have to be met with stepped supplies from other sources, which are unavailable. The place to go when “RISK OFF” is over? (NLR), (CCJ).

Reggie Middleton's picture

No! Microsoft Didn’t Overpay for Skype – They Need to Bulk Up To Compete With Google: Where Does This Leave Apple, RIM???

Apple Google Several BoomBustBloggers inquired as to my opinion of what apparently was an overpriced acquisition of Skype by Microsoft. At first blush, it appears as if the management of Microsoft has lost their mind. A second look reveals a more interesting perspective. To make a long story short, Microsoft is trying to replicate Google’s cloud services.

Pivotfarm's picture

Market Data Sheets May 20th

S&P 500, Dow Jones, Nasdaq, Russell 2000, Nymex Crude Oil, Comex Gold, EURUSD, GBPUSD, USDJPY

Phoenix Capital Research's picture

Why the “Is QE 3 Coming?” Debate is a Moot Point Pt 1

The QE 3 debate has been raging ever since the Fed announced QE 2 in November 2010. However, this debate is moot. The reason is because the Fed HAS to perform QE 3 in some form or another.

Leo Kolivakis's picture

CPPIB Gains 12% in FY 2011

The Canada Pension Plan (CPP) Fund ended its fiscal year on March 31, 2011 with net assets of $148.2 billion, a gain of 12% in FY 2011. The Fund's private markets led the charge as they more than tripled their investment in Skype and made other successful strategic investments...

CapitalContext's picture

Closing Context Update: Low Beta Winning

Bottom-up saw equity underperform credit but the S&P seemed to have a mind of its own into the last hour (as credit closed near its wides and stocks at their highs). Low beta outperformed in stocks and credit. Most notable was the huge jump in USA protection costs in the last two days!

George Washington's picture

Engineers Request Permission to Speak Freely Regarding World Trade Building 7

World Trade This essay does not question whether Bin Laden and Al Qaeda attacked us on September 11, 2001, or whether Iran, Saudi Arabia or another nation-state had a hand in the attacks. It focuses solely on a peripheral issue regarding the third building which fell on that terrible day

Value Expectations's picture

10 High Yield Investment Ideas – Including Pfizer Inc. (NYSE:PFE) and Intel Corp. (NASDAQ:INTC)

High Yield NASDAQ Utilizing The Applied Finance Group’s backtest system, we ran a strategy of investing only in companies with a market capitalization of greater than US$ 1 Billion and a dividend yield above 3%. The strategy has worked fairly well with the annualized returns over the last 12 years beating the overall universe. While the dividend paying strategy worked well, a strategy based on AFG’s valuation metric performed better.

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