R. Richard Schweitzer

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Wall Street Breakfast: Must-Know News

Gee, Ishortyou, how many times will you post this same stuff?

Disclosure: Long MBI - so not antithetical.
Jun 20 08:06 am |Rating: 0 0 |Link to Comment |View article
What Should We Make of Warren Buffett's Stake in Mega-Financials?

Now, how about a comparison of the the "Net Cash Flow" of BRK (and any chnages in its rate) to the composition of its holdings.
May 23 08:15 am |Rating: 0 0 |Link to Comment |View article
U.S. Credit Card Industry Moving into Uncharted Territory

AXP does it all - and - everybody pays to play
May 21 17:31 pm |Rating: 0 0 |Link to Comment |View article
U.S. Credit Card Industry Moving into Uncharted Territory

Am I missing something? Do Visa and MA carry the credit risks of card issuance and use?

If so, why do cards carry a "Chase" designation; or Citi, etc.

There ought to be some clarification as to how and why; and from what sources V and MA make their money. Is it really from extensions of consumer credit a la COF? If not, please expalin the application of the above.
May 21 13:32 pm |Rating: 0 0 |Link to Comment |View article
Wall Street Breakfast: Must-Know News

Eli - is it hard to compose the "Under the Radar" segments?

We miss it.
May 14 11:29 am |Rating: 0 0 |Link to Comment |View article
Wall Street Breakfast: Must-Know News

We have to keep in mind, these are summaries, and not analytical reports. He reports on opinions rather opines However, he should be free to opine on the quality of those opinions.
Apr 23 11:06 am |Rating: 0 0 |Link to Comment |View article
Jim Rogers' Picks and Pans - Barron's Interview

One thing I would like to see a comment on from the "dynamo" of Demopolis, AL., is the basis for the valuation (what supports or is "behind") of the RMB. Right now it appears to be the productive (principally labor rather than technology) resources, which requires other physical units (commodities) for the realization of its functions.

What generates the form of "inflation" being experienced in the economic perimeter?

Should we go back and look at the works of Wesley Clair Mitchell?
Apr 14 09:47 am |Rating: 0 0 |Link to Comment |View article
How to Trade This 'Bear' Market - Barron's

Note the following quoted from the above:

"Losses may be mitigated by hedging, but it's hard to know if and how much the firms hedged their positions."

How about with whom? Who, and importantly WHAT, are the counterparties?
Mar 16 15:37 pm |Rating: 0 0 |Link to Comment |View article
Wall Street Breakfast: Must-Know News

J M Keynes who first lost, then regained a fortune in trading once said something to the effect:

"It is something like trying to win bets on a bathing beauty contest. The trick is not to try and guess which one is the most beautiful; it is to guess which one the judges will find most beautiful."

Now the trick is : Finding out who the judges are, or will be learnt to have been.
Mar 04 09:48 am |Rating: 0 0 |Link to Comment |View article
Under The Radar News - Friday

For the life of me, I can't understand why those affected don't grasp that the "two classes" of risks insured by MBI, Ambac, et al can be reinsured separately, without "breaking up" the issuer of the primary coverage.

Two separate "syndicates" (a la Lloyds) could be assembled. One from the Calpers and other Muni-related funds (whose flow of funds derives from Muni borrowings in large measure that are a major source of payrolls). The other from the financial institutions that are exposed to "valuation" adjustments in this era of uncertain or absent pricing.
Mar 01 12:55 pm |Rating: 0 0 |Link to Comment |View article
Microsoft's a Buy, Especially Without Yahoo - Barron's Interview

Many people fail to recognize that, absent its primarysoftware ans services biz, MSFT is also an "Investment Company;" especially within the fields its management knows. Remember, Gates" helped out Jobs a few years back with a cash infusion into AAPL? The MSFT portfolio might make a lot of Tech Funds nalysts salivate.
Feb 17 17:41 pm |Rating: 0 0 |Link to Comment |View article
Housing Market Tracker - Sell Your Yacht to Buy Subprime

TMA is not in the sub prime business and never has been.
Feb 06 10:11 am |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld

Seeking Alpha

R. Richard Schweitzer

Comment Stream » C

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Wall Street Breakfast: Must-Know News

What Should We Make of Warren Buffett's Stake in Mega-Financials?

U.S. Credit Card Industry Moving into Uncharted Territory

U.S. Credit Card Industry Moving into Uncharted Territory

Wall Street Breakfast: Must-Know News

Wall Street Breakfast: Must-Know News

Jim Rogers' Picks and Pans - Barron's Interview

How to Trade This 'Bear' Market - Barron's

Wall Street Breakfast: Must-Know News

Under The Radar News - Friday

Microsoft's a Buy, Especially Without Yahoo - Barron's Interview

Housing Market Tracker - Sell Your Yacht to Buy Subprime

R. Richard Schweitzer's Comments Stream Stats