connoisseurのブログ -2ページ目

A Better Bank Fix: Cut Every Mortgage's Principa

http://www.time.com/time/business/article/0,8599,1879270,00.html?xid=rss-business




palatable

fend for themselves

flat-tax-like

Look East, Investors

http://www.cnbc.com/id/29038794


stewardship

behead

decimate

shrug off

outright

Here's the bottom line.

concur

rail



Cramer went so far as to call Obama’s stewardship of our much-needed stimulus package “a complete and utter disappointment.” He’s letting congressional Democratic leaders Nancy Pelosi and Harry Reid fill the bill with pork instead of the $300 billion to $400 billion in infrastructure spending we expected.



go so far as to

congressional

fill the bill with



Enter China. Under the threat of social unrest– because the Chinese Communist Party’s last bit of legitimacy hangs solely on delivering upward mobility to its citizens – leaders have taken a “kitchen sink” approach to rejuvenating its ailing economy. And in addition to that “by any means necessary” mentality is an open wallet. China’s spending more on updating just its telecommunications infrastructure than the U.S. is on its entire infra build-out.



a downbeat outlook


U.S. oil companies say that crude’s decline is done, but it isn’t our demand that put the floor in.

put the floor in




Agriculture firms aren’t getting grain orders from domestic poultry and beef producers, but Bunge is seeing strength in soybeans.

poultry




It’s not that the U.S. is devoid of any stock market leadership.

devoid



the government sponsorship

Goldman Wants To Give You Your Money Back

http://www.cnbc.com/id/29035041

keep an eye on

compensation restrictions

who’s got an eye on


Adami, a former Goldman Guy, is particularly taken with the fact that former i-bank doesn’t like the new strings that are attached to TARP. “It leads me to believe they want to pay their people, which makes me think they anticipate a good year.”


a former Goldman Guy

i-bank

strings...attached

It leads me to believe




mark

bode


soak up

at a premium

Sounds kind of bullish.

these developments could be a positive for the shares

What’s the trade?

“We have a short-term bullish call on Goldman and Morgan,”

trade in a range

For a medium-term play