Thursday Tidbits

Roger Nusbaum · Oct 30, 2008 · 0 Comments 

I’ve written a few times about some of the income trusts and other funky investment vehicles from Canada. I have always found them intriguing, conceptually,... >>>

China: Rising domestic demand? Declining domestic demand?

Michael Pettis · Oct 30, 2008 · 0 Comments 

China’s stock markets keep bouncing around, sometimes in synch with the rest of the world and sometimes out of synch. Yesterday it was out of synch as it lost... >>>

Bears Have Rallies, Too

Macro Man · Oct 30, 2008 · 0 Comments 

Bear markets are famously difficult to trade. Why is that? Perhaps it’s because most investors are natural buyers and owners of risk assets, so the secular... >>>

The Future Of Portfolio Construction?

Roger Nusbaum · Oct 29, 2008 · 0 Comments 

Well, maybe. IndexUniverse.com had an article about Bank of NY creating a bunch of GDR indexes (similar to ADRs but traded in the UK) for quite a few countries... >>>

Cuban: Yahoo in Slump Because Yang is ‘Too Nice’

Ron Haruni · Oct 29, 2008 · 0 Comments 

In an interview Tuesday with Bloomberg TV, billionaire Mark Cuban said Yahoo’s (YHOO) CEO Jerry Yang should have accepted Microsoft’s (MSFT) $47.5 billion... >>>

Apple (AAPL) Makes This Look Easy

Ockham Research · Oct 29, 2008 · 0 Comments 

Apple (AAPL) reported earnings for the fourth quarter last week and the stock has appreciated 17% since. The market was nervous about what Apple would report as... >>>

FOMC Cuts Fed Funds Rate by 50 bps

Ron Haruni · Oct 29, 2008 · 0 Comments 

The Federal Reserves decided Wednesday to cut federal funds target rate 50 basis points to 1%, and discount rate by half a point to 1.25%. The Federal Open Market... >>>

Economic Front: A Brief Reprieve

James Picerno · Oct 29, 2008 · 0 Comments 

A small ray of sunshine on the economic front greets us today in the update for durable goods orders. Alas, it’s not the sign of a turning point. Not even... >>>

Strange Bedfellows

Macro Man · Oct 29, 2008 · 0 Comments 

Strange times make for strange bedfellows, a fact which has been amply demonstrated by the financial crisis of the past fifteen months. Didja ever think you’d... >>>

Consumer Confidence Slumps To Record Low… Finally!

Ockham Research · Oct 29, 2008 · 0 Comments 

The Internet certainly allows for some great immediate insights and satisfaction. We got one yesterday when the Google (GOOG) Finance site did a great layout job... >>>