Browsing All Posts published on »March, 2009«

Quoted in Business Week article

March 31, 2009

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This is kind of neat, and in the spirit of vanity (or more likely to help my self-esteem), thought I’d point out the article published on BusinessWeek.com this weekend where I was quoted:Zip Codes with the Biggest Listing Price Gains by Prashant Gopal We (meaning Altos Research) helped him out in his research by providing […]

John Hussman on the Banking & Housing Markets

March 31, 2009

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John Hussman posted his weekly comment article yesterday that provides one of the most lucid descriptions of why the poorly constructed mortgage assets on bank balance sheets pose such as problem, and a clear set of solutions that would probably work if implemented. Of particular interest, Hussman explains why allowing the banks to charge the […]

John Hussman on the Banking & Housing Markets

March 31, 2009

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From John Hussman, of Hussman Funds, this article provides one of the most lucid descriptions of why the poorly constructed (I hate using the word “toxic”…) mortgage assets on bank balance sheets pose such as problem, and a clear set of solutions that would probably work if implemented. Hussman explains why allowing the banks to […]

Historical look on the Chrysler bailout from 30 years ago

March 30, 2009

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With the current actions taken by Obama administration to bail out General Motors and Chrysler (Ford turned down the money offered by the US government), it’s interesting to take a look back at the Chrysler turnaround led by Lee Iacocca and financed by the US government 30 years ago during the Carter Administration.   The parallels […]

GM CEO resigns at Obama’s behest

March 30, 2009

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Here’s the key aspect to the announcement: The White House confirmed Wagoner [Richard Wagoner, GM CEO] was leaving at the government’s behest after The Associated Press reported his immediate departure, without giving a reason. Why does the Obama administration feel it’s in a better position to make managerial decisions about an individual company than the […]

Geithner on George Stephanopoulos

March 29, 2009

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Watching the George Stephanopoulos show this morning (I’m not sure why, but….), but here are some notes from the interview: “People with ideas still want to come to the United States.” “We need banks to take risk again – take a chance again on providing credit to that business…” After Stephanopoulos introduced Paul Krugman’s comments […]

Philanthropy: The market fills the gaps

March 19, 2009

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Jane Siebels, manager at Green Cay Asset Management noticed that even large international organizations like the Clinton Global Initiative were working in isolation.  The solution?  Develop an interactive platform for philanthropic organizations to communicate and network. From the article: But the inefficiencies created by the fact that each of those organizations works in isolation troubled […]