The Future of Manufacturing, GM, and American Workers (Part II)
Symbolic analysts have been hit by the current downturn, just as everyone else has. But over the long term, symbolic analysts will do just fine – as long as they... Read »
GM’s Sale of Opel Roils Europe
The GM bankruptcy or anticipated bankruptcy (it’s supposed to be announced at 8 AM tomorrow) is actually moving along pretty smoothly in this country. Not so in... Read »
Supply, Demand, and the Price of Oil
Do recently rising oil prices signal a resurgence of economic growth? In the WSJ Blog Environmental Capital, Russell Gold writes of a growing belief that the economy... Read »
GM Bondholders Agree to Exchange Debt-for-Equity
According to The Wall Street Journal, a majority of investors holding more than $27 billion in the General Motor’s (GM) bonds, agreed to support a new plan... Read »
Rewriting the Homebuilding Handbook
There’s an interesting article in the Arizona Republic about Meritage Homes and its attempts to revamp its business model. Aside from being a relatively impressive... Read »
When Market Incentives Lead to Bad Outcomes
One of our readers recommended a fascinating and important article on health care economics, “The Cost Conundrum,” in The New Yorker. It’s by Atul Gawande,... Read »
Depth of Drop in Mall Retail Sales
The current economic skid certainly isn’t helping to fill shops and attract vendors. The NYT “Fall of the Mall” map below shows sales in Q1′09... Read »
General Motors Bankruptcy Filing Appears Imminent
General Motors (GM) is preparing for a bankruptcy filing amid signs that a majority of its major bondholders had backed a revised debt-equity exchange, the Wall... Read »
CRE Market May Soon Bulldoze Green Shoots
Commercial real estate [CRE] delinquency rates are exhibiting severe deterioration and may soon bulldoze the ‘green shoots’. Since October of last year... Read »
Assessing the Auto Industry Wreck
Barring divine intervention come Monday, GM will be in bankruptcy and probably around the end of the summer will emerge as a new company owned for all intents and... Read »





