Comments on: Why so fast?

By: Phentergirl

Phentergirl — Mon, 04 Feb 2008 15:29:01 +0000

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By: MAZ

MAZ — Mon, 04 Feb 2008 12:58:25 +0000

Who wants to dump billions of his/her own money in that black hole (Ambac)? This will turn out like the Super-SIV: Lots of PR, then nothing…

Seems like the FED does not understand the concept of a black hole: A black hole is not a hole; it is concentrated mass with an enormous gravity, where even light cannot escape – a “black” hole. By attempting to “fill” that thing all it does is grow bigger and more powerfull due to the additional mass (more mass = more gravity).

There is nothing the FED or Paulson can do to stop the crisis from eventually unfolding. The longer they postpone the inevitable, the worse the crisis will get.

By: Sweden

Sweden — Mon, 04 Feb 2008 12:23:30 +0000

What is your opinion on the AMBAC bail-out?

By: garyalan

garyalan — Mon, 04 Feb 2008 06:11:11 +0000

Soon you will be able to add bank failures (or bailouts) to this list once the 534 Billion in bad loans are written off.

By: Don

Don — Sat, 02 Feb 2008 15:18:23 +0000

The decline in corp earnings was, obviously, concentrated in finance. We may need another quarter or two to see IF it spreads to other industry groups.

By: Clyde

Clyde — Sat, 02 Feb 2008 15:07:22 +0000

MicrosoftYahoo is a sign of weakness, akin to AOL taking over TimeWarner, which marked the peak of the Internet bubble. Vastly overpaid, difficult to monetize.

By: Peter

Peter — Fri, 01 Feb 2008 23:54:47 +0000

I would also use the quarterly growth of corporate earnings as the simple and reliable indicator of economic health. Quarterly Earnings

By: theroxylandr

theroxylandr — Fri, 01 Feb 2008 19:55:37 +0000

I don’t think so. It’s unrelated.

M&A bubble was fueled by the fact that you can borrow tons of money at 5% and snap some corporations that, after some cost-cutting, will yield 6%. 1% is your profit going forward.

Microsoft needs it for business.

By: MAZ

MAZ — Fri, 01 Feb 2008 19:42:30 +0000

Could the Microsoft/Yahoo thing be a sign of a renaissance of the M&A bubble?