Hints and tips:
...- Meredith Whitney’s main investor wants his money back now, thank you very much. - Tony Yates on the new BoE research agenda....
...Cool grey vs crazy colour The success of last year’s inaugural Frieze Masters has shifted the balance between the twin fairs ‘Not the real Snow White’ Pilvi Takala on upsetting Disney and collaborating...
...- Apple vs Einhorn gets the Matt Levine treatment....
...The Entrepreneurial State: Debunking Public vs Private Sector Myths, by Mariana Mazzucato, Anthem Press, RRP£13.99/$18.95 Mazzucato’s fascinating book reads as if it were a response to the radical individualism...
...- Goldman smackdown, Dick Bove vs Meredith Whitney. - Stocks have bottomed for the year - or have they? - Barbie does economics....
...- Krugman vs Ferguson, Round II. - Saintly or Satanic, Wall Street just keeps growing. - Banking under the Dodd-Frank Act. - Meredith is still the ‘man’ on Goldman Sachs....
...In any case, Meredith Whitney for one reckons we should all stop being so greedy, as far as Goldman is concerned. Remember, this stock market rally began with Goldman. Could it end with Goldman?...
...Our FY2010 estimate goes to $19.65 from $10.80 and vs consensus of $14.44. Our newly published FY2011 estimate is $22.10 vs consensus of $16.75....
...Related links: Goldman’s friendly and finessed results – FT Alphaville Gawker’s crowd-sourced Goldman Sachs witchhunt – FT Alphaville Mystery Meredith Whitney Goldman downgrade – update – FT Alphaville...
...Meredith Whitney cut her teeth on Citi. For nearly a year now the analyst has had a strong bearish ‘sell’ slapped on the banking monolith....
...Meredith Whitney’s call on credit-card exposure being the next big impairment factor on financial balance sheets appears to be gaining traction by the day....
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