Business Risk Management First - Before Quant or Qual
March 9, 2009
Deutsche Bank’s Quantitative Team to Leave, Start Hedge Fund | www.bloomberg.com
Some of the The Frankfurt- based bank's DWS funds have recently suspended dividends due to previously exposed risk and current market conditions (1). Further, the Frankfurt- based bank, will cut risk by shifting resources from areas such as proprietary trading after “unprecedented market conditions revealed some weaknesses” in trading operations. (1) DWS RREEF Real Estate Fund, Inc. (AMEX:SRQ - News) and DWS RREEF Real Estate Fund II, Inc. (AMEX:SRO - News) (the “Funds”) announced today that they will not declare any distributions to common shareholders in March 2009 because market conditions have resulted in a decline in portfolio values causing the Funds to currently not meet the preferred share asset coverage ratio that is a precondition to the declaration of common share distributions under the Investment Company Act of 1940.
I did not have nationalization relations with that bank!
February 25, 2009
RBS May Not Avoid Full Nationalization With Insurance | www.bloomberg.com
Well, did you or didn't you? Guess we are not sure any longer since we have various definitions floating around. Both the UK & US have essentially shored up the depositors principal, and stripped the investors equity.
February 17, 2009
Axa Asia Posts A$372.9 Million Loss on Investments | www.bloomberg.com
In Southern California I watch Axa commercials on CNBC stating I can receive guaranteed payments for life.
Something is better than nothing
December 8, 2008
RBS Promises Borrowers Six-Month Respite Before Foreclosing on Mortgages | www.bloomberg.com
The last six months of this frm's operation has seen its share of challenges. Executives and equity holders have experienced severe penaltys for the onging global financial and real estate meltdown. If the equity holders can have something of a planned ROI, it is better than nothing. Sad that we are at this point, but unfortunately we are.
What VCs Should Invest In ... In this Economy
November 24, 2008
What Should Investors Do Now? | online.wsj.com
Consumers aren't in a buying mood this holiday, but there are opportunities for new companies. I don't recommend the hi-tech plays that won't actualize for another decade, but rather look at some opportunities that should spark demand in a 1-3 year time frame. Anyway, it is the holiday season, and nothing goes better under the Christmas tree than a fresh bowl of optimism.
Advice to RIM Blackberry: How to Attack Apple's B2C Advantage
November 24, 2008
BlackBerry maker battles back | money.cnn.com
RIM, like Nextel before the merger with Sprint, needs to move with lightning speed into the consumer arena. Apple and Google have huge advantages in this arena, with greater consumer know-how and a marketing reach that blows RIM out of the water. In this article, I look beyond RIM's new products to brainstorm some strategies that might be useful in this very difficult assault.
Big NTT DoCoMo Nets Google and LiMo: Microsoft and RIM Should be Worried
November 24, 2008
DoCoMo, KTF to sell Google phone next year: report | www.reuters.com
The roll-out of the Google phone into Japan, through the largest carrier in the country and one of the data innovators, is a shot across the bow of Microsoft, RIM, and Nokia. It is impossible to stem the tide of the new OS mafia -- from Apple, Google, and LiMo -- but if Microsoft doesn't wake up quickly and radically re-invent, they will find themselves on the outside looking in. Good for the consumer, bad for the complacent incumbents.
Higher-Pay Employees Most Likely to Leave Sprint
November 17, 2008
Sprint offers voluntary package to employees | www.fiercewireless.com
I don't think the Sprint voluntary package is going to draw mass defections. The market is too weak, and options for the unemployed are not rosy. However, on the margin, higher up employees might be the most likely to bolt, and this post goes through a theoretical breakdown.
PwC TV Ad Study Reaches Silly Conclusions: Branding isn't just TV Domain
November 14, 2008
Cutting TV advertising will harm your brand | www.mandmglobal.com
This PwC study really got me riled because it reflects a nonsensical version of the brand, one that can only be broadcast over the TV, that is just no longer true. Sure, Comcast and Time Warner and ESPN may want you to believe it it true, but Google's interactive medium is the wave of the future, even the branding future. The shift to interactive has been far too slow, and this study paints exactly the wrong picture.
HTC Google G1 not an iPhone: Will Cut Price Quickly
November 14, 2008
Report: G1 costs 10 percent less to make than iPhone | news.cnet.com
The release of the first "Google phone" certainly does not come at an ideal time, given the economic environment. Sure, they can price high, then lower as everyone does. However, the true measure of how long they can sustain the high price is looking at pent-up demand, which is done in this article.
February 7, 2012
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011