Monthly Archives: November 2007

PageRank: WaPo Up, Forbes Down, Portfolio beats WSJ

Remember the Great PageRank Massacre, when the Washington Post saw its Google PageRank drop from 7 to 5 overnight? Well, the good news is that WaPo is back, and stronger than ever – it now has a PageRank of 8! … Continue reading

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Wall Street Bonus Watch

Jesse Eisinger emails to say that he’s hopeful about winning our bonus bet, in the wake of stories today in the WSJ and the NYT. Both of them report on projections from executive-compensation experts Options Group and Johnson Associates, and … Continue reading

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Privatizing the Sidewalk

Matt Cooper says that he is "not a privatize-the-sidewalks kind of guy". Why not? It seems to be working pretty well in New York: A 150-square-foot sidewalk berth anywhere between 96th Street and Canal Street costs $4,749.29 annually, about $31 … Continue reading

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The Best Subprime Reporting and Analysis

Jack Flack and Jack Shafer look to the MSM today for help in unscrambling the subprime mess. (Weirdly, however, Shafer asks journalists to nominate the best journalists on this beat, rather than asking genuine housing experts.) In the broader media … Continue reading

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What is a Deferred Tax Credit Noncash Charge, Anyway?

The NYT is a general-interest newspaper, which should be comprehensible to a broad reading public. And certainly me. But even the NYT can’t seem to explain clearly what’s going on at GM. What does this mean? DETROIT, Nov. 7 — … Continue reading

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Extra Credit, Wednesday Edition

GM Watch, Again: Foreclosures and Fees: Tanta on Morgenson. "High rates of foreclosure and bankruptcy are money-losers for mortgage servicers, not profit centers". More Bank, Brokerage Writedowns, Ratings Cuts Inevitable The dollar hits an all-time low against the Deutschmark Price … Continue reading

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Shaukat Aziz as Citigroup CEO!

The Economist places its weight behind Shaukat Aziz as the ideal CEO of Citigroup: The 58-year-old joined Citibank in 1969, and worked in various parts of its global empire—including Britain, Greece and Malaysia—before eventually becoming global head of Citi’s private … Continue reading

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The Economics of A-Rod, Part 2

Why is it that the best place to find high-level microeconomic analysis in the NYT seems to be the sports section? First there was Ed Wyatt on Tour de France breakaways; now comes Columbia’s Jeffrey Gordon on the A-Rod opt-out. … Continue reading

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Australia Datapoint of the Day

John Quiggin: On an exchange rate basis, Australia has a higher GDP per person than does the US. Currently US GDP per person is around $US44,000. Australia’s is about $A51,300, which at a market exchange rate of 0.93 converts to … Continue reading

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Citi: In Defense of Gary Crittenden

Brad DeLong takes a cheap shot at Citigroup’s CFO, Gary Crittenden, who on the Citigroup conference call tried to explain where all those extra write-downs were coming from. Crittenden explained that much of Citi’s subprime exposure was in so-called super-senior … Continue reading

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Lessig at TED

A rare video of one of Larry Lessig’s legendary slide shows on copyright and creativity, this one from the TED conference in March. And this one comes with added Jesus! Enjoy.

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Electricity: Deregulation Sends Prices Soaring

David Cay Johnston’s headline says it all: "Competitively Priced Electricity Costs More, Studies Show". When states deregulate their electricity sectors, the price of electricity goes up, not down – and the attempts of pro-deregulation advocates to spin the data otherwise … Continue reading

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Citi: Is Stuckey Too Constrained?

Jules: You sendin’ The Wolf? Marsellus: Feel better? Jules: Shit Negro, that’s all you had to say. Rick Stuckey is the Winston Wolf of the financial world, screeching into problem areas and cleaning them up with great professionalism and no … Continue reading

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NYT-Bartiromo: The Comedy of Errors Continues

The NYT has corrected its Bartiromo story from yesterday – the one which invented not only a new Citigroup executive called William Rose, but also an "international investment firm" with $60 billion called "Cutter Associates". But they still don’t have … Continue reading

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WSJ to Lose its Circulation Bragging Rights

Update: I got this wrong. See the correction here. Did you see the pretty charts in the NYT NYT and the WSJ WSJ this morning, showing the total paid circulation of America’s biggest newspapers? There are two clear leaders, USA … Continue reading

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Mark-to-Model on Wall Street: The Numbers

Nouriel Roubini hoists a nice piece of detective work from his comments: Bernard has gone down the list of Wall Street banks, looking at how much they have in the way of level 3 ("mark to model") assets, compared to … Continue reading

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Extra Credit, Tuesday Edition

CIBC: Citi’s math doesn’t add up How Messed Up is Citi?: "The SIVs may be why Citi held on to this crappy paper when it should have dumped it. It would have required them to mark the prices down of … Continue reading

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Citigroup Datapoint of the Day

Floyd Norris: We may be approaching a time when Citi’s stock would do better if it did eliminate the dividend… Such a cut would save the company $10.8 billion a year. As it happens, that is just about the amount … Continue reading

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Skill vs Luck in Investing

Greg Mankiw seems to think quite highly of a speech that investor Mark Sellers gave to MBA students at Harvard. But although I’m a writer and Sellers says very nice things about writers,most of what he has to say rings … Continue reading

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Automotive Datapoint of the Day

Shai Agassi calculates that "the cost of the average used car in Europe is now cheaper than the cost of gasoline to drive it for a year": An average clunker across Europe, and there should be 100M or so cars … Continue reading

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Name That Stock!

Two years ago, a benefactor donated a slug of stock to the Boys and Girls Club of Pittsfield, Mass. Back then, it was "basically worthless," according to John Donna, the club’s president. In December 2006, that stock was sold for … Continue reading

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Las Vegas vs the Law of Large Numbers

Nassim Taleb likes to use Las Vegas as an example of a mathematical odds-based business which exists in economic theory much more often than it exists in real life. If you run a bunch of casinos with hundreds of thousands … Continue reading

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Warren Buffett, Derivatives Speculator

There are nice safe hedgy options, and then there are dangerous, volatile, and prone-to-blowing-up options, the kind of things which have a habit of biting Victor Niederhoffer in the ass. It’s these kind of options which Warren Buffett famously referred … Continue reading

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China Datapoint of the Day

Value of PetroChina on Friday: $456.6 billion. Value of PetroChina on Monday: $1.004 trillion.

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Citi: Prince’s Ouster Ungags Bartiromo

Maria Bartiromo waited until Chuck Prince had left the building to start criticizing him on the record for his role in bad-mouthing her earlier this year. (You might recall no little innuendo about her relationship with the head of Citi’s … Continue reading

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