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CME Sweetens Offer for CBOT; ICE Considers Its Position

Sources: Wall Street Journal, MarketWatch (I, II), Reuters, Forbes
Commentary: CBOT Favors ICE Over CME, May Stay Independent — Papers • CBOT Taking ICE Offer Seriously: Money Talks • CBOT Members Believe CME Partnership is Right, Price is Wrong
Stocks/ETFs to watch: IntercontinentalExchange, Inc. (ICE), CBOT Holdings, Inc. (BOT), Chicago Mercantile Exchange Holdings Inc. (CME). Competitors: […]

1Q07 Insurance Earnings: What’s Working, What’s Not (Part XI)

Bermuda? Business only. Going to hit about a dozen companies in two days with one of my favorite P&C analysts, Harry Fong of Calyon. I hope there are a decent number of insurance only buy-side analysts along for the ride. They make grilling the management teams so much fun.As an aside, […]

Alpha-Beta Separation: A Quarter vs. Three Nickels and a Dime?

This article tags: vanguard market neutral review, market neutral dollar beta, alpha and beta separation, alpha and beta separation approach, alpha beta in disguise, alpha beta separation portfolio, alpha equals three beta, five nickels, give quarter, nickels in a quarter, options alpha neutral strategies
You can come to us with 16 quarters, 8 dimes and 4 […]

Annaly Capital Will Rise as Interest Rates Fall - Barron’s

Judy Weil submits: Annotated article summary from this weekend’s Barron’s. Receive all our Barron’s summaries by signing up here:
Annaly’s Opportunity by Jacqueline Doherty
Summary: Annaly Capital Management (NLY) profits from differentials between funds borrowed at short-term rates (5.1%) and the mortgage-backed security rates (5.68%) it buys. As interest rates have risen, Annaly’s reduced yields have brought […]

Insure.com CFO Speaks About His Company

Tags: insure.com, insure.com marketing, insurecom, insure com, bob bland insure, agents for insure.com, google insure.com, insure.com cfo, insure.com hiring agents, insure.com local
TWST: What is Insure com?
Mr. Perillo: We are a consumer-oriented insurance information service and brokerage. We offer articles, various calculators and other tools on our Website to help consumers learn about insurance and decide […]

Goldman Sachs’s GSTrUE : A Child of Regulatory Decay

“Dark pools.” ECNs. Crossing networks. The list goes on. But most of these execution venues are for publicly-traded shares, the goal being to keep the flow and, therefore, the information content of the trade out of the public eye. This is precisely how Liquidnet, among others, got so big so fast, taking huge amounts of […]

Capital One, Commerce Bancorp: Benefit From a Positive Sloping Yield Curve

Echo To All submits: When I was listening to Kudlow and Company on Friday, Arthur Laffer stated something interesting. He stated the yield curve is becoming positive sloping, and to get into stocks that would benefit from the economic situation.
A look at short-term rates vs long-term rates better explains what he is talking […]

Barclays Approached by Suitors for ABN Amro’s Banco Real

Several banks have contacted Barclays Bank to express interest in acquiring Banco Real, ABN Amro’s Brazilian asset, if Barclays’ proposed $86.45 billion purchase of ABN is completed.

Hartford and Genworth: One Investor’s Risk is Another’s Reward

TWST: What are you telling investors to do in this space? What names do you like?
Mr. Finkelstein: On the larger side, we like Hartford and Genworth (GNW), which we recently upgraded to Outperform. It is a stock that has traded within a pretty narrow band over the last year and half, and is a capital […]

WisdomTree Investments: Money Really Does Grow on Trees

It is at this nexus of money, trees and investing that we find WisdomTree Investments, Inc. (WSDT.PK), an emerging exchange-traded fund sponsor. WisdomTree employs the powerful imagery and natural association between money, trees and investing to brand its investment products. Through the use of famous quotes and historical passages on trees, this article takes a […]