Blog Archives

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

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Posted in Financial Markets

Global Mid-Day Report: It took the banks to revive the Dow!

As it happens 2 times out of 3 , the sharp finish by JP Morgan to its climactic loss announcements of June 2012 was  a resounding success in moving the Dow 150 points on its closing day of the week,

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Posted in Amitonomics, Banking, US

US Morning Report: US in rescue act, ADP Payrolls beat expectations

If the Street is sad, it should not be at this time on Friday. Among top losers real time, IBM lost $2 to allow Buffet to buy more of the stock, while JP Morgan is now below $35. The Friday

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Posted in Amitonomics, Banking, European Sovereign Debt crisis, US

US Economy: The Berkshire Hathaway annual meet and what’s with Hollande?

First ones first, Warren Buffet’s annual dog and pony show for the Berkshire Hathaway annual meet in Omaha, NE /Iowa ( meet up with CNBC) and more than $30k in furniture sales at Buffet’s local furniture store meant that Berkshire

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Posted in Amitonomics, Banking, European Sovereign Debt crisis, US

Is the Apple phenomenon finally shorn of ‘innovation confetti’ | Retail Insight

Apple, the world’s most applauded innovator survived on a culture of innovation that suggested any Dividen payouts would be an inefficient use of cash till the hoard hit $100 bln and the founder Steve Jobs left unfortunately in October 2011.

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Posted in Amitonomics, Retail Lifestyle, US

Facebook adds a $3 bln Bridge loan for Stock plan taxes | Deal Insight

There’s not much left for Facebook to invest from IPO proceeds as it further increased the no. of creditors on account selling a position on its underwriting list to banks. The new $3 bln Bridge loan will hardly cost it

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Posted in Dealbook, Mergers etc, US

Apple and Coke sandwich Google brand | Brand insight

Global Brands Apple and Coke took #1 and #3 ranks pipping Google to #2 and amazon.com and Kraft followed in the Top 5. AIG saved Goldman Sachs’ reputsation yet again ending below Goldman Sachs and Bank of America in the

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Posted in Financial Markets

Bank results Season: Tech Day sets a topsy turvy market right?

Tech Day cometh, and we reward BofA? It took failing Google($10 bln/$9.5) ad rates despite growing display franchises, surly Intel with good results, okayish Microsoft with 6% Windows business drop ( with iPads selling 60 mln, PC shipments are down

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Posted in Amitonomics, Banking, US

These are the Dealmakers of 2011 | Advantage Dealbook

The flurry of second half deals getting consummated in December and the resurgence of IPOs again means good interest int he deals that made 2011 despite the AT&T, J&J and the Big Board stretches that could not overcome anti trust in

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Posted in Amitonomics, Private Equity, Retail Lifestyle, Social Media, US

This week’s investment banking buzz and inspiration | Advantage Dealbook

As BofA and Buffet now detail their investments / deals for the press, there seems to be a temporary revival in investment fortunes, even as Europe keeps a death reaper’s stranglehold on the markets. Italy yields are down, trading between

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Posted in Banking, China, Dealbook, European Sovereign Debt crisis, Financial Markets, Global, India, Mergers etc, Private Equity, Retail Lifestyle