A hands on analysis behind what the coming wars between the Apple IPhone/Ipad, Google/Android, and Microsoft/Windows means to the technology business, the (fortunate) consumer, and the future of computing. The next Microsoft is about to be borne, and its a good chance it may not be Microsoft this time around.
With all of the brouhaha over BP and the oil spill, how many analysts and investors truly took the time to calculate the probability of actual insolvency. It is clear that the liabilities from the spill has been understated and underestimated multiple times. Here is an empirical, objective analysis of where BP, and by default, APC stands in terms of the potential for bankruptcy.
There's more than enough anecdotal and mathematical evidence to anticipate a restructuring in Spain's near to medium term future. Let's not call it mere speculation.
The bankruptcies and debt collapses are coming as a result of overcrowding in the sovereign and public debt markets. This series aims to prepare you for the coming collapse... The Doo Doo 32 revisited!
The global equity markets are in meltup mode again. I want to take this opportunity to reiterate that I am still quite bearish on much of the situation in Europe. Let’s glance at the credit markets, major banks and the state of sovereign indebtedness in Spain.
As a follow-up to our piece on the Australian macro outlook (Australia: The Land Down Under(water in mortgage debt), We looked into the four largest Australian banks...
Yesterday, I sat through a conference sponsored by Andrew Schneider’s Hedgeco.net on starting and marketing hedge funds. As I sat through the various presentations focusing on transparency, performance results, etc., I though to myself, ” You know Reg, you probably rank in the top echelon of these guys in terms of absolute performance, and in terms of transparency you actually publish what you do on the web for all to see.
Isn't it funny how some of your biggest home runs are from positions that nearly EVERYBODY says will never work? GS was one of the most contrarian of contrarian moves and proves once again that math, truly forensic research and an objective perspective will continuously best the crowd following, “Goldman is too connected” huffing, “This is the best company on the Street” touting, Buffet position worshiping, momo chasing, “I just do what everybody else in the industry does” crowd.
Simply copying the US style of Central Bank Crisis mitigation is a bad idea, particularly since I believe the US has not mitigated the problem at all, but simply kicked a soda can down the road until it gained the unstoppable momentum of a dumpster. Now, the ECB is actually trying to kick that dumpster, and appears to be stubbing its toe!
Contribution from BoomBustBlog reader: EVI is a well run company with 60%+ of shares owned by management that has an absurd amount of cash on the balance sheet, no debt, and trades at a ridiculous valuation with a few likely catalysts.
