Category Archives: Uncategorized

Software Marketing Journal

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Stop Watching Central Bankers

The U.S. 10-year Treasury is now at 1.42%, its lowest level since July 2012. What gives? Yes, Brexit has roiled the markets, but can money really be that cheap? It is. Relatively, 10 years are rich in yield. This post … Continue reading

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The Productivity Problem

U.S. productivity rises at fastest pace since end of 2013 Well, yes, isn’t that one of the essential problems with our economy? But the picture isn’t as bright as it seems. The boost was forecast to be larger, given lagging … Continue reading

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a good poem

Love That Dog by HarperCollins Childrens Books https://www.scribd.com/embeds/102839205/content?start_page=1&view_mode=scroll&access_key=key-14tie3hm4m43k8a7cn5c&show_recommendations=true

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Operation Choke Point: Plaza Bank Becomes Third to Settle- The Wall Street Journal.

http://blogs.wsj.com/moneybeat/2015/03/12/operation-choke-point-plaza-bank-becomes-third-to-settle/

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FXCM Repays $12 Million of Rescue Package- The Wall Street Journal.

http://www.wsj.com/articles/fxcm-repays-12-million-of-jefferies-rescue-package-1426192049

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Next financial crisis locales? Try China and India

As I wrote on CFO.com on Tuesday, China’s domestic banks may face problems during the “great moderation” of China’s economic growth.  A recent S&P report said that the majority of China’s top banks, and many regional and national banks, “remain vulnerable … Continue reading

Posted in Bank balance sheets, Banking, Corporate debt, Credit markets, Financial crisis, Too Big to Fail, Uncategorized | Tagged , , , , | Leave a comment

I’m not exactly a fan of private equity …

… but an E&Y study I wrote about yesterday claims they are creating value — with returns higher than the public markets — with some new “levers.” I’m not so sure. The businesses they have acquired are earning higher valuations on … Continue reading

Posted in Corporate debt, Corporate finance, Leveraged buyouts, M&A, Private equity, Uncategorized | Tagged , , , | Leave a comment

Oh, to be in the 1970s again

Wouldn’t it be great to get 10% on a corporate bond again? Then again, the inflation rate was 11%. This post is really just an excuse to use Datawrapper. Here’s the interactive version. Related articles The Strategy of Monetary Policy: … Continue reading

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Another kind of contagion

Prior to the financial crisis, you may recall, most of the risk management talk in the banking industry was about protecting against a bird flu virus pandemic. While the mortgage-backed securities market was turning into a toxic wasteland, global regulatory … Continue reading

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