Archive for 2010
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Financials, World. 20 October, 2010, 23:29
Morgan Stanley (MS.N) 3Q result quick review
On Ex-items basis, the earning was a slight beat, but not a convincing one.
Markets. 20 October, 2010, 21:08
US Investment Views 20 Oct
Asia was down except China. UK spending cuts and BoE’s minutes are interesting. MS, WFC, and BA announcing results.
Financials, World. 20 October, 2010, 18:26
Morgan Stanley (MS.N), Wells Fargo (WFC.N): earnings preview
Morgan Stanley (MS.N) and Wells Fargo (WFC.N) will report 3Q today. For WFC, tough questions will be asked on the foreclosuregate
Economy, United Kingdom. 20 October, 2010, 16:55
Bank of England MPC Minutes: 3-way split
The BOE minutes showed that Andrew Sentance alone voted for increasing rate for 25 basis points.
Markets. 20 October, 2010, 14:06
Rate hike = Bad news ?
The rate hike was a big surprise, but how the China market reacted was an even bigger surprise.
Markets. 20 October, 2010, 8:48
Asia Investment Views 20 Oct
US markets fell, DXY getting stronger, so expect a session full of blood.
Markets. 20 October, 2010, 3:15
Is this a Currency War?
A TV advertisement which looks like a currency war. But the Chinese is missing here.
What does the surprise rate hike from China mean?
I believe the surprise rate hike is just a belated action to cool down the property bubble, though to that end, they should have done it earlier.
Financials, World. 19 October, 2010, 22:59
Goldman Sachs Result: a quick review
Goldman Sachs’ 3Q earning looks great, with strong growth in advisory and strong capital position. Trading, however, is not doing great.
Markets. 19 October, 2010, 21:14
US Investment Views 19 Oct
What Asian markets did today is no longer relevant, as China raised interest rates unexpectedly.
Breaking News: China Central Bank raised rates unexpectedly
The People’s Bank of China unexpectedly raised rates by 25 basis points.
Financials, World. 19 October, 2010, 19:09
Bank of America (BAC.N) 3Q earning: quick review
Bank of America (BAC.N) reported better-than-expected ex-items EPS, but missed the top-line.
Politics & Society. 19 October, 2010, 18:52
Defence Cuts: Jim Hacker vs. David Cameron
The PM of the UK will announce defence cuts. See what the fictional PM and his cabinet secretary said in “Yes, Prime Minister”.
Financials, World. 19 October, 2010, 18:48
Goldman Sachs (GS.N) and Bank of America (BAC.N) Result today
GS.N and BAC.N will announce result today. Here is a short preview on what to look at.
Economy, United States. 19 October, 2010, 16:21
Perish and Reborn, or half-dead forever
Would you prefer being unhealthy for decades, or perish then reborn?
Companies. 19 October, 2010, 13:33
PCCW (8.HK) + Hutchison Whampoa (13.HK) ?
The Li’s and the Kwok’s families probably have 84% market share of Hong Kong mobile businesses.
Markets. 19 October, 2010, 9:23
Asia Investment Views 19 Oct
US and Europe were higher last night. Not too many to say in Asia, except an interesting opinions after the part conference.
Economy, United States. 19 October, 2010, 8:51
Inflation? Where?
A chart in the paper by Mary Daly at San Francisco Fed is such a revelation.
Companies. 19 October, 2010, 8:38
Apple 4Q result beats estimates
Apple’s 4Q beat estimates on bottom-line, but delivery of ipad and guidance on holiday season missed estimates.
Financials, World. 19 October, 2010, 8:25
Citi (C.N) on foreclosuregate
Highlights from Citi (C.N) earnings call on foreclosuregate. Nothing inspiring.