Malkiel

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591 Comments

    • Fri May 9th 12:51 PM
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      Introducing the Minsky Theory - Stability Is Destabilizing
      Caveat, Francis Fukuyama declared an end to history in the '90's but it made a comeback...
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    • Fri May 9th 10:35 AM
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      G-7 Central Bankers Stymied By 'Crude Oil Vigilantes'
      For those of us who aren't industry insiders it would have been of more interest to have a lengthier explanation of who you mean by "crude oil vigilantes". I take it you were referring to traders--who, how many, from where, and how do you know about them? Are their activities attracting any regulatory attention? Don't be writing for just the other 3 insiders who might know what you're referring to...
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    • Thu May 8th 17:27 PM
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      AMD's New Roadmap: Can It Find the Way?
      They're running out of project names for their chips. How about the "Maltese Falcon", or the "Scarlet Pimpernel"?...
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    • Thu May 8th 17:25 PM
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      CNBC: Sue Herrera Tells It Like It Is
      Kneale was originally introduced as the "technology editor" but he didn't know anything worth saying about that, so now they just keep him on for color. He's clearly an acolyte of Kudlow, one of those "talk up the market in order to protect capitalism" free-market conservatives who ought to be on Kudlow and nowhere else, except that Kudlow at least has real economists mixed in with his junior reaganomics trainees...
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    • Thu May 8th 11:18 AM
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      Introducing the Minsky Theory - Stability Is Destabilizing
      It's a shame nobody reads Hegel any more now that Communism is done. Making a passing reference to the "dialectic" here would have brought instant nods of understanding from the audience...
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    • Thu May 8th 11:13 AM
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      The Mortgage GSEs Should Be Broken Up - Before It’s Too Late
      "It would be better for the mortgage GSEs to negatively impact the housing market by sharply reducing their investments, than it would be to have them cause the credit markets to freeze-up by needing a rescue"

      Okay, so what's your objective evidence for that? Or is that statement some blind article of faith? If I get to make statements on faith rather than evidence like you, my guess would be that an actual bailout would send the signal to the lending market that the government is willing to do what it takes to keep the market liquid and that may break the crisis. I'm not preferring that scenario, but it seems to be what the market is looking for...
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    • Wed May 7th 10:19 AM
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      The Declining Value of Redundant Web News Content
      It's "commoditization&... not "commodification&...

      The redundancy is partly because newspaper web sites figure their audience are the same people who buy their print editions or come from their location, so they feel the need to offer up a complete package because people expect it. Like many readers I don't look for news stories by search engine, I go straight to my favorite sites, where having it all in front of me is a great convenience...
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    • Wed May 7th 10:12 AM
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      The WSJ Is Wrong on the Housing Crisis
      The venerable WSJ has been saddled for a few years with editorial page editors who are there to put out ideology from the conservative political viewpoint, not from the business viewpoint. It's been described elsewhere how the professional business journalists at WSJ are embarassed by what goes on on their editorial pages; you're just confirming the problem. Conservatives can't stomach economic downturns, they (rightly) fear the public will turn to government and regulation and taxation and all of the things they hate on ideological grounds, so in Larry Kudlow fashion they try to bend the economy to their will with happy talk...
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    • Tue May 6th 10:59 AM
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      Nordic American Tanker's Nice Dividend Boost
      I fled to NAT as a dividend safety play in January and am starting to feel, ahem, pretty competent right now. What I don't get is, what is it with all those parties out there who dumped this stock a week before the dividend date last quarter? Don't you guys get it about how dividends work? If you held it for the previous 2 months then at least pass "go" and collect your payoff...
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    • Tue May 6th 10:54 AM
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      What If Microsoft Is Pursuing the Wrong Business?
      Thank you, I've been saying the same thing, that MS is decades premature in anticipating where their business is going and has been damaging their outrageously successful software business with all of this obsession about "web 2.0" and online services. Milking your cow may not be glamorous, but it rewards the shareholders big time. Ironically, AT&T, Apple's partner in the iphone and arguably the spokesman for the internet since their wires ARE the internet, said recently that online services will shut down the net in just a couple of years unless massive infrastructure improvements happen. Then software will look very good, indeed.

      Another concept you'll never see in a Ballmer speech is the customer--those of us who buy his stuff and have to evaluate how it fits in our lives and budgets are totally taken for granted by this schmo. It must be nice to be a monopoly and not have to worry about defections by the masses, but like eBay discovered just a little honey would go a long way in keeping consumer loyalty and making everything else they do so much less abrasive...
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    • Mon May 5th 10:15 AM
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      In Need of Serious Repair: The U.S. Mortgage Finance System
      Wow, it's just amazing how regressive the thinking can be in the backwaters of financial journalism. Where were you during the '90's when your free-market libertarian brethren in Congress allowed national banks to dismantle the local banking system? And Fannie and Freddie exist in large part to overcome the deliberate redlining of minority and poor neighborhoods built into the Jimmy Stewart world, a not inconsequential social problem. As for inevitability, under your reasoning bond ratings must all be inflated because bond rating agencies have the same reasons to cheat as mortgage originators, don't they?

      Securitization and Fannie and Freddie are the things that were working right in the mortgage market, not the babies to be thrown out with the bathwater. Fraud and lack of managerial controls by securitizers should result in punishments, regulation, and control of those aspects of the market. Deliberately damaging the liquidity securitization brings to the market and the level playing field Fannie and Freddie offer is some kind of financial Stalinism that comes from the sadistic imagination of a moralist posing as a journalist...
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    • Mon May 5th 09:56 AM
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      Praise or Burial for Ballmer?
      My problem with Ballmer is that his company produces products that hundreds of millions of people rely on, even like and defend, yet he takes that for granted and considers it no crisis that the product (Vista) is hurting his customers and that his big corporate scheming is about everything other than the customer. It must be nice to be a monopoly where you don't have to care about the customer, but sometimes the customer can bite back, and this is one customer who wants to see this self-absorbed sob out of the executive suite...
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    • Fri May 2nd 17:28 PM
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      Liberty Mutual / Safeco: Potential and Challenges Loom Online
      I don't know how large a slice of their business it is, but AAA's insurance wing is dumping Safeco by the end of this year. If being affiliated with AAA was a big source of easy traffic for Safeco, that would be coming to an end...
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    • Fri May 2nd 11:12 AM
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      Gold as an Investment? Think Again
      Those who invest in hedge funds are looking for a shaman who knows magic to make them rich. Those who invest in gold see it as a magical amulet with inherent powers, like Frodo's ring. In either event, the impulses behind the investment are irrational and come from the lizard side of the brain...
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    • Fri May 2nd 11:03 AM
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      It's a Rally and It Feels So Good
      I'm not making the connect between the behavior of us consumers, who are supposedly 70% of the economy and are deliberately pulling back our spending in anticipation of hard times, versus the good numbers that have popped up for some companies and some elements of the economy, versus soaring inflation. I don't trust good news right now, it rings untrue, so I'm with you...
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