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Topic: Troubled Assets Relief Program

  
Kenan Samms

Dow 10,000! Sellout or Dig in? Is the Market poised for a fall?

Shawn Baldwin from CMG discusses the market opportunities at Dow 10,000 and Goldman SachsREAD»

BANKING   |  Comment

The Big Bank Balancing Act

16 January 2009 Jose D. Roncal www.financialspeculation.com I remember the good old days when banks used to lend money to “we the people.” Now we’re being forced to lend money to them. Not so long ago, banks were eager to get ...READ»

Gilles Herard Canada

Gilles Herard Canada Shares in Barclays were trading down 1.5% by 0725 GMT on Friday, having risen earlier this week ahead of confirmation of the widely-anticipated deal. BlackRock (BLK, Fortune 500) is paying $6.6 billion in cash and the rest in stock and said it is raising $2.8 billion from the sale of 19.9 million shares to a group of unnamed institutional investors. Gilles Herard Jr READ»

Kenan Samms

Economic Stimulus: We Cannot Afford To Not Afford It

Monday, January 19, 2009 IOUSA Markets declined precipitously last week as the kick off of 4th quarter earnings season validated expectations that there would be no corporate earnings, and the banking system received its first cash ...READ»

ECONOMY   |  Comment

Banks: The Need to Get Personal

Jose D. Roncalwww.financialspeculation.comWhile the G-20 world leaders meet and discuss ways to reverse the deep global recession, others like Nouriel Roubini, the New York University professor, focuses on what's happening back ...READ»

management-stocks

What To Do When You're In The Investment Rapids...

With the political world in turbulence, how can we expect anything different from the markets? Due to the political transition, the uncertainties surrounding fiscal stimulus, tax policy, regulatory policy, trade policy, and leverage standards, many participants don’t know the rules of the game any more.READ»

ECONOMY   |  Comment

September Song For Wall Street

29 December 2008 Jose D. Roncal www.financialspeculation.com It wasn’t just autumn leaves that started falling last September; it was the entire investment banking system. When Lehman Brothers got into deep financial trouble and ...READ»

INNOVATION   |  Comment

How to Repair a Broken Financial World

By MICHAEL LEWIS and DAVID EINHORN Continued from "The End of the Financial World As We Know It" Mr. Paulson must have had some reason for doing what he did. No doubt he still believes that without all this frantic activity ...READ»

Kenan Samms

FIG LEAP

This commentary outlines specific areas for investment and valuation in the financial investment group sector.READ»

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If You're Not Furious Over the Bank Bailout, Read This

Provisioned within the stimulus bill is a salary cap for executives of any bank that receives federal money through the TARP program. Instead of taking home millions, the top brass will be limited to $500,000 in total annual pay. ...READ»

ECONOMY   |  Comment

What's in Store for Small Business?

12 January 2009 Jose D. Roncal www.financialspeculation.com  The economic downturn has hit businesses both large and small, boosting the number of bankruptcies to levels not seen since 1939. Growing unemployment rolls, losses of ...READ»

ECONOMY   |  Comment

Securitization: The Good, the Bad, the Ugly

Jose D. Roncalwww.financialspeculation.comBefore you read any farther, let's start with a little background on the term securitization and how it's evolved to the present times.  If you click the link toInsightful Articles and ...READ»

Kenan Samms

Returns: Don't BANK On It!

Anxieties around the banking sector have once again paralyzed the markets. With Citigroup and Bank of America trading like lottery tickets and negative surprises emanating from State Street and others, we seem to be right back ...READ»

Kenan Samms

The 4 Horsemen of Recovery: Investor, Lender, Consumer and Multiplier

Monday, December 8, 2008 Motion vs. Movement In a Mid-October Insight we offered the following prediction: I believe we have now entered purgatory. Valuations are low enough, but we have too much uncertainty to expect an immediate ...READ»

Kenan Samms

UNCERTAINTY

Shawn Baldwin from CMG in Chicago discusses market factors in 2009READ»

Kenan Samms

The Global Trade

Discussion of Global Capital Markets and Emerging Market opportunities as a result of the G20 summitREAD»

Stop Incenting Executives to Act Badly!

We're all upset about the worst excesses in executive comp but why do they continue? Until now no one has connected the dots between compensation, culture and values and how comp drives behavior. This article explains how comp policies approved by boards are consistent with a company's culture and points to the levers to change behavior with values. READ»

Kenan Samms
NASDAQ   |  Comment

Showtime!

Monday, February 9, 2009 Showtime I remember having breakfast with one of our treasured clients on Thursday, September 18th.  He asked me if I felt that the markets could repair themselves.  I responded emphatically, ...READ»