GLG News by Mortgage Servicing Experts

Justin HupetPrincipal & Managing PartnerFour Peaks Capital LLC

Institutional Investors Participation in Recent Equities Market Rally: A Canadian Perspective

April 20, 2009

Analysis of:financial times ft.com | www.ft.com

The major Canadian equities market index, the S&P/TSX Composite Index, is up 5% YTD (up 25% since March 9th, 2009) ; with the overall value traded down 27%, and volume up roughly 18% compared with the same period last year on a year-over-year basis.  The number of transactions is up 26% YTD vs. the same period last year.  The TSX Venture exchange (which consists of micro and small capitalization companies) is up 24% YTD.  The consensus among institutional investors in Canada, as elsewhere around the globe, remains divided.  A few things likely need to occur before the majority of the naysayers move toward the other camp, such as; a visible and sustainable improvement in the global economy, a broad-based recovery in corporate earnings, a steady and meaningful increase in the prices of commodities, a slowdown or reversal in the recent rate of increase in the unemployment rate, more balanced conditions in the housing market, and a significant positive shift in consumer confidence.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

State by State - Recovery

April 16, 2009

Analysis of:happiness index: nebraska nabs top spot | news | money/investing | mainstreet | www.mainstreet.com

Similar to financial sectors, each US State will have its own pace of recovery.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

The ING'ing of US markets

April 16, 2009

Analysis of:ING to shed €8 billion of assets | business.timesonline.co.uk

During the previous several years, ING has presented good saving values in front of the US consumer, via their ING Direct operation. Their advertisements have presented a healthy image of saving money for the future, as well as FDIC insured deposits.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

$77 BILLION FED speculation - $1 BILLION equity market cap speculation

April 13, 2009

Analysis of:$77 billion more to bail out bankrupt gm? | www.dailyfinance.com

Current $77 BILLION FED speculation - $1 BILLION equity market cap speculation places General Motors as risky as the lottery.  

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

GM stock shares still receiving bids with bankruptcy prep

April 7, 2009

Analysis of:gm in "intense" bankruptcy prep: source | www.reuters.com

Our Private Equity firm has experienced tremendous (during the recent trailing 12 months) equity stripping (by market conditions and government interventions), and has left us wondering why would General Motors  (GM), a bankruptcy candidate still receive bids? Twenty-Seven (27) millions shares trading as of 3:15 pm eastern. On the other hand Ford (F) shares have rallied (Ninety-Eight (98) million shares trading today) during the recent months and makes more sense for share accumulation, since they rejected TARP funds and have been executing a recovery plan for several years.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

RBS - along for the ride.

April 7, 2009

Analysis of:Taxpayers take 70% of Royal Bank of Scotland | business.timesonline.co.uk

When the take of 70% of anything, including Royal Bank of Scotland's taxpayers take of the equity shares - you own it, others are along for the ride.

James McMahonPresidentJM Bear Advisors

Deposit Rates Inch Up on All Products Across all Financial Service Markets

April 1, 2009

Analysis of:Top savings rates rise as banks step up competition | www.ft.com

The competition between Banks, Thrifts, Credit Unions, Internet offerings and almost any deposit based institution has started to heat up in the US as well. Deposit rates tumbled across the product spectrum. A plethora of products contracted down to a handful. The expertise and talent in asset liability management (ALCO) of all Financial Institutions (FI's) became the new focus of bankers worldwide wether they had a handle on it or not.

Gavin CampbellFounder, Managing PrincipalSteelbridge Capital LLC

Value, Like Beauty, is in the Eye of the Lender

March 31, 2009

Analysis of:Soros Says Commercial Property Values Will Fall 30% | www.bloomberg.com

Commercial real estate values have dropped to a point where owners generally aren't sellers, so realized transaction pricing has not followed the value drop. But lenders will force transactions on overleveraged or defaulting assets in due course.  But, depending on the product type and geography, the pricing and value implications of this will vary dramatically.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

Budgets - Actual vs Estimated

March 31, 2009

Analysis of:fdic: 2009 budget executive summary | www.fdic.gov

The strength of a properly estimated budget, and the conviction to execute within budget sends a strong positive fiscal message.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

US Automotive The Future Way

March 30, 2009

Analysis of:text - president obama's remarks on u.s. car industry� | uk.news.yahoo.com

The US president obama's remarks on u.s. car industry has given the green light to the future way of making automobiles.

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