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Author Archives: Felix
Rereading Swiss Profits in Dollar Terms
Weak results in Swiss francs look better in US dollars.
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Posted in banking, foreign exchange
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Larry Summers on Cap-and-Trade
Larry
Summers has problems with a cap-and-trade approach to reducing carbon emissions.
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Posted in climate change
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Apple Needs Principles
A principles-based approach to regulation would have served the SEC well in the Apple backdating case.
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Posted in pay
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John Adams at Carnegie Hall
Last night was great: Michelle and I went to an ACO celebration of John Adams’s 60th birthday at Carnegie Hall, with the composer conducting three of his own works. The second half was a positively blistering and wonderful performance with … Continue reading
Posted in Not economics
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More Eye-Popping Executive Compensation
Ronald Moulton’s consultancy agreement.
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Hedge Fund Managers Aren’t Hated For Their Money
Any complaints from hedge-fund managers about the politics of envy risk turning into self-fulfilling prophecies. There’s no sign of such rhetoric thus far.
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Posted in hedge funds
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RBS Goes Hostile
Fred Goodwin could be the only banker with the stones to launch a major hostile bid in the banking industry.
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When Analysts Don’t Talk to Management
Who are stock analysts for?
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Posted in banking
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Everyone’s a Currency Strategist Now
Investors in foreign stocks have two ways of losing money, not just one: either their foreign stocks can go down in value, or the dollar can go up in value.
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Posted in stocks
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The Beginning of the End of Imported Bottled Water
Out with imported bottled water. In with reverse-osmosis charcoal filtering systems.
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Posted in consumption
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The End of Balanced Budgets
No Republican president has shown any inclination whatsoever towards
balanced budgets: the allure of further tax cuts is always too great. And now
the consensus among Democrats, too, is very much that balancing the budget is
overrated.
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Posted in economics
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Macro News Doesn’t Always Move Markets
A GDP number comes out, and the Dow falls 0.04%. Cue headlines!
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Self-Defeating Industries
Truckers and car manufacturers seem not to know what’s good for them.
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Posted in cities, climate change
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Why a Carbon Tax Can’t Replicate a Cap-and-Trade System
Greg Mankiw thinks that a cap-and-trade system where carbon emission rights are auctioned is equivalent to a carbon tax. It isn’t.
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Posted in climate change
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Auto Datapoint of the Day
Ford is worth less than twice Harman International, which makes car stereos.
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Posted in stocks
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Dow 13,000. Yawn.
Should one be angered or simply amused by all the coverage of the Dow 13,000 “milestone”, less than two months after the market “crashed”? (That was Tuesday, February 27, in case you’ve forgotten.)
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Milken Conference Post-Mortem
The Milken conference is probably unparalleled outside Davos for the ability
it affords to observe in their natural habitat the market movers after whom
this blog is named.
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Posted in taxes
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When Banks Move Headquarters
Just as Barclays
is saying that it wants to move to Amsterdam, JP Morgan Chase is claiming
that it might consider moving to Stamford.
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Subprime Mess: Small, by Dot-Com Standards
Bad subprime mortgages might be smaller than the amount of money that Intel stock fell in one day.
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Posted in technology
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Return of the Mac
There’s lots of excitement surrounding the iPhone. But I think the Mac could turn out to be just as big a story.
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Posted in stocks, technology
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How To Monetize Your Brands
At the moment, if you want to buy Coca-Cola
the brand, say, the only way you can do that is by buying Coca-Cola the company.
Eddie Lampert, as well as the people behind the new Intellectual
Asset Finance Society, would like to change that.
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Posted in intellectual property
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Cap-and-Trade: Can it Work for Water Rights?
If a cap-and-trade system works for sulfur and for carbon, it should be able
to work for water, too.
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Posted in economics
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RBS-ABN-Barclays: Things Get Complicated
RBS CEO Fred Goodwin is one of the few individuals who has
been through a bidding war for a bank in the past, when he bought England’s
NatWest. This deal is much bigger, and much more complex. But if anybody can
navigate the complexities, Goodwin probably can. ABN Amro’s shareholders will
be cheering him on.
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Posted in banking
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Private Equity Quotables
Quotes from David Rubenstein, Thomas Lee, David Bonderman, and Leon Black.
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Posted in private equity
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Buy Canada!
Why to invest in that oft-forgotten country to the north.
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Posted in private equity
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