Blog Archives

Asia Wednesday 9 am: Rupee weakness predates another correction of the US Dollar

JP Morgan is of course sitting pretty on the best outcome of yesterday’s vote with a 68% vote agreeing with Jamie Dimon’s exemplary record and granting him no interruptions from institutional shareholders Blackrock apparently did not vote for the resolution.

Tagged with: , , , , , , , , ,
Posted in Financial Markets

IT’s MONDAY: Eurozone comeback isn’t but Euro’s comeback is

As a Rabobank strategist put it in today’s Reuters insider videogram, because of the fragmented euro bond markets in 2010 and 2011 , the current strength in the Euro is much more than a euphoric pick up on German manufacturing

Tagged with: , , , , , , , , , , , ,
Posted in Financial Markets

Of Buffett and Soros: The magic of thinking big (April 2013)

13F filings are here and one could easily be challenged to rite one’s investment ideas and/or the 13 F’s investment ideas into a cogent workhorse and like it or not 13F s a re a great motivator to keep undergraduates

Tagged with: , , , , , , , , , ,
Posted in Financial Markets

IT’S MONDAY! Apple reports earnings, Euro still trying the stratospheric trade (US Economy April 22-26, 2013)

The week has a lot of quality big pharma earnings lined up for Thursday with expectations high after J&J’s beat last week but the week starts with a 20% expected downtick in Apple (US:AAPL) at just above $10 against last

Tagged with: , , , , , , , , , ,
Posted in Financial Markets

Bank Results Season: Q1 2013: The trader Goldman Sachs turns in another undisputed leadership in investment banking

With leadership in completed M&A esp in fee rich United States, Goldman Sachs powered ahead to a $1.57bln revenue in Investment Banking Fee Advisory income esp as it also capitalised on the bullishness in debt markets to get bragging rights

Tagged with: , , , , , , ,
Posted in Financial Markets

IT’S MONDAY: A US Morning Report to break the silence (again) for growth and optimism

US this week – March 18, 2013 to March 24, 2013 It’s Monday – A US Morning Report on the weekly doo dahs.  We are a very serious follower of Economic trends esp our own list of identified market and

Tagged with: , , , , , , , , , , ,
Posted in Financial Markets

Goldman Sachs and JP Morgan get the pay out approved for 2013| Bank insight

Michael Corbat’s Citi did better than the Wall Street Titans for a change as it managed to get its payouts approved in the 2013 edition of the Fed Stress Tests while JP Morgan’s $1.5 B per quarter buyback program was

Tagged with: , , , , , , , ,
Posted in Financial Markets

Bank Earnings Season: Goldman Sachs thumps in the majority opinion (Q4 and Full Year 2012)

Greg Smith’s ex employer offices in London got off to a wrong start trying to finagle tax-free bonuses and have since abandoned the plan leaving the HR team to explain the relative standing of both stances ( to delay the

Tagged with: , , , , , , , ,
Posted in Financial Markets

Bank Earnings Season : JP Morgan beats the housing blues ( Q4 and Full year 2012 )

JP Morgan finally came to terms with the housing blues and its prime housing portfolio notwithstanding large robo signing indictments helped the bank post a firm Net income of $5.7 bln and against slower expectations lately of a $1.16 -$1.22

Tagged with: , , , , , , ,
Posted in Financial Markets

Thanks Abigail, Denial is indeed not just a river in Egypt | Banking Insight

Ofcourse I am not a female employee if this is another emancipation theorem and as I am not part of any institutional subscrription for a long gap, I have not really read Abigail’s workpiece in this issue of Euromoney (euromoney.com)

Tagged with: , , , , , , ,
Posted in Financial Markets