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Wall Street Breakfast: Must-Know Newsby SA Editor Rachael Granby- Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought.
- Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only.
- Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week.
- Oil demand withers. The International Energy Agency warned Friday worldwide oil demand...
- The Macro View -SampleSeeking Alpha - The Macro ViewMarket Outlook
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
Oil Price- Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning
- Oil Down 48% from Highs by Bespoke Investment Group
- Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon
Economy- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
- Reality Bites As Stocks Continue To Collapse by The Mole
- Investing Ideas -SampleSeeking Alpha - Investing IdeasCramer's Picks
- Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham
- Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham
- Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham
Long Ideas- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- The Long Case for Encore Capital by Value Investor Insight
- 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
- Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham
Short Ideas- Why Short Sellers Are the Heroes of Wall Street by Investment U
- Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle
- Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger
- Jim Cramer's Picks -SampleBetter Choices - Cramer's Lightning Round (10/15/08)by SA Editor Rachael GranbyStocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.Bullish Calls:Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.Bearish Calls:Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."Email continues...
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend. - Stocks & Sectors -SampleSeeking Alpha - Stocks & SectorsInternet
- eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman
- Is Google Feeling Lucky? by Sam Gustin
- Why Today Could Suck for Tech by Kevin Maney
Media- A Triple Financial Whammy Afflicts Newspapers by Ken Doctor
- Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld
- How Will Arbitron Fare in This Market? by Sreeni Meka
Telecom- Ten Ways to Invest in Louisiana by Stockerblog
- Earnings Preview: Electro-Optical Engineering by theflyonthewall.com
- Shared Docks Via WiFi All the Rage by Dean Bubley
Financial- Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson
- Reality Bites As Stocks Continue To Collapse by The Mole
- LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald
- Global Markets -SampleSeeking Alpha - Global MarketsChina
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript
- Perfect World Announces Share Repurchase Program by Trader Mark
- China: Hot Money Inflows Down, Nervousness Up by Michael Pettis
India- Indian Economy Has Much to Cheer About by Equitymaster
- India: RBI Cuts Cash Reserve Ratio by Equitymaster
- India: Markets Continue Downward by Equitymaster
Japan- Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media
Asia- Four International Dividend Stocks to Watch by David Hunkar
Eastern Europe- Reality Bites As Stocks Continue To Collapse by The Mole
- Alternative Energy Investing -SampleSeeking Alpha - Alternative EnergyAlternative Energy
- Seven Stocks for an Impending Apocalypse by H.J. Huneycutt
- Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz
- Trina Solar Looks Good, Though Market Yawns by Trader Mark
- The Electric Car Market: Wise Energy Use Stocks by Tom Konrad
- Investing in the Power of the Sea
- ETF Daily -SampleSeeking Alpha - ETF DailySector ETFs
- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
New ETFs- First Trust Launches Infrastructure ETF with Global Reach by Index Universe
- Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla
Emerging Market ETFs- Brazil Is the Best of BRIC by Carl T. Delfeld
- Playing the Market in Difficult Times by Jason Hamlin
- The Daily Dispatch -SampleSeeking Alpha - Daily DispatchWall Street Breakfast
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
US Market- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
Housing & Real Estate- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono
Transcripts- TrueBlue, Inc. Q3 2008 Earnings Call Transcript
- Polycom, Inc. Q3 2008 Earnings Call Transcript
ETF- Too Early To Buy Homebuilders ETF by Larry MacDonald
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Latest Comments23 Comments
Where Have All the Peak Oil Believers Gone?
But oil-gas station prices are not down by 50%? Moreover, there were no corresponding increases or decreases in supply-demand in 2007-2008!
The greedy oil price hikers, believers, analysts and cheerleaders were led by top ten global oil companies who continue to loot consumers, fuel inflation and the recessionary credit crunch. This is nothing less than ENRON on a global scale.
Too Late for Newspapers to Turn the Tide?
MSFT’s Next Online Business Chief Will Need a Compass, and a Clue, in New Media
13 Ways to Transform YouTube into a Profitable Business
Google’s Nuclear Option to Monetize YouTube
Google’s Nuclear Option to Monetize YouTube
Why the Online Video Business Is a Joke
Google’s TAC, Revenues, and Headcount Signal Red Flags
Where Is the Online Video Advertising Revenue Going?
Online Ads Doing Well, But Not as Well as We Hoped. Why?
Internet Portal Wars: How the Mighty Have Fallen
How can I get in touch with Ashkan Karbasfrooshan by email to discuss a new clutter-less Internet business venture as the mighty fall?
Why Yahoo! Isn’t Worth Anything To Management and Investors
By some logical estimates, click fraud could be over sixty percent. However, even one percent of $90 billion of global 2008-2009 Internet ad spend is too high, mainly because advertisers, big or small, are still deceived, overcharged by millions and thus defrauded every day.
Read how, for example, "Yahoo protects online fraudsters, locks out legal ethical experts," web links here tyneham.wordpress.com , del.icio.us/tyneham?se... where some cases are cited, www.networkworld.com/c... , tyneham.blogspot.com , tyneham.newsvine.com
Yahoo!'s Brain Drain Hurts Chances for a Turnaround
By some logical estimates, click fraud could be over sixty percent. However, even one percent of $90 billion of global 2008-2009 Internet ad spend is too high, mainly because advertisers, big or small, are still deceived, overcharged by millions and thus defrauded every day.
Read how, for example, "Yahoo protects online fraudsters, locks out legal ethical experts," web links here tyneham.wordpress.com , del.icio.us/tyneham?se... where some cases are cited, www.networkworld.com/c... , tyneham.blogspot.com , tyneham.newsvine.com
Yahoo's on Life Support: Here's Why
According to a new report from Citigroup analyst Mark Mahaney, there is a huge opportunity ... to capitalize on the growing trend towards online display advertising in the US and abroad. He said display advertising in the US is expected to reach US $8.5-billion or 35% of total Internet advertising in 2008. By 2010, he said display, ads are expected to hit $11.2-billion in the US and $22-billion worldwide.
A decade is too long in digital technology. Citigroup analyst Mark Mahaney failed failed to assess the negative impact of Internet click fraud. Mahaney also overlooed the impact of regulatory scrutiny.
Daya Baran is right. "Yahoo is on life support". It may be too little, too late to avert crash landing, leaving "behind a trail of destruction. Microsoft offered Yahoo $44 billion and in the end, Yahoo surrendered to Google for pennies," in a pending deal that is being analysed by the US lawmakers and Justice Department.
Internet click fraud is underestimated by web-traffic auditors. The fraud is deceptively downplayed by major financial beneficiaries and their small time accomplices or affiliates. Big or not, no online advertiser is immune from growing the fraud. There is mounting unease and concerns over the fraud on all websites that have affiliate programs. These serious, legal issues are not being addressed by the law makers in most countries.
By some logical estimates, click fraud could be over sixty percent. However, even one percent of $90 billion of global 2008-2009 Internet ad spend is too high, mainly because advertisers, big or small, are still deceived, overcharged by millions and thus defrauded every day.
Read how, for example, "Yahoo protects online fraudsters, locks out legal ethical experts," web links here tyneham.wordpress.com , del.icio.us/tyneham?se... where some cases are cited, www.networkworld.com/c... , tyneham.blogspot.com , tyneham.newsvine.com
Google Needs to Ramp Up Display Advertising - Citi
By some logical estimates, click fraud could be over sixty percent. However, even one percent of $90 billion of global 2008-2009 Internet ad spend is too high, mainly because advertisers, big or small, are still deceived, overcharged by millions and thus defrauded every day.
Mahaney also overlooed the impact of regulatory scrutiny. US Rep. Bobby Rush, D-Ill., Rep. Joe Barton, R-Texas, the Commerce, the Justice Department, Trade and Consumer Protection panel, the House Small Business Committee panel, the Senate Judiciary Committee’s antitrust panel, the House Energy and Commerce Committee’s Commerce, Trade and Consumer Protection panel and the Senate Commerce Committee and all law makers, for example, must also scrutinise the pending/proposed Yahoo-Google deal, and its impact on defrauded advertisers, big or small.
Internet fraud and the clutter would bring down search engine titanics. Consumers who don't like reading manuals cannot be expected to read zillions of cluttered web-pages, ads or not. Read how, for example, "Yahoo protects online fraudsters, locks out legal ethical experts," web links here tyneham.wordpress.com , del.icio.us/tyneham?se... where some cases are cited, www.networkworld.com/c... , tyneham.blogspot.com , tyneham.newsvine.com