Research Recap Twitter Update Summary
Required reading for executives: Integrity is good for business performance (Interview with HBS’s Michael Jensen) http://bit.ly/86szJq
“Negative equity may be a necessary condition to trigger default, but it is not a sufficient one.” (via HousingWire) http://bit.ly/7YU2xj
Pershing Square Ackman’s bullish shopping mall REIT presentation from ICSC conference http://bit.ly/6QB0Lk
US GDP growth to stay between 2% and 3% through 2011, unemployment 10%+ thru 2010 (UCLA Anderson) http://bit.ly/5VTZK5
U.S. Online Holiday Spending Up 3% from 2008 During Shopping Season to Date (comScore) http://bit.ly/7z97Bs
TransUnion Expects Improved US Mortgage and Credit Card Delinquencies by End of 2010 http://bit.ly/8bZZnH
RT @alacra1: Goldman Sachs Compensation Practices http://bit.ly/82uDAs $GS a 14-page PDF with graphs and charts…
Moody’s says US and UK sovereign debt not quite as AAA as France and Germany (via FT Alphaville) http://bit.ly/7A9APg
Moody’s, S&P and Fitch get Botoxed: Debt Raters Avoid Overhaul After Crisis (NY Times) http://bit.ly/4Ujg8Q
If credit agencies had followed their models, CDOs would have had lower ratings (UT paper at SSRN via Felix Salmon) http://bit.ly/8UYbkD
Delinquencies of US CMBS reach 4.06% in Q309, MBA says (via Housing Wire) http://bit.ly/8Ii7tt
It’s all about cable: Comcast deal values NBC broadcast operations at zero $CMCSA http://bit.ly/6FJ0Wu
Cadbury to respond to Kraft by Dec 14, Nestle and Hershey “in talks” $CBRY $KFT $NESN $HSY (via Alacra Pulse) http://bit.ly/6O1Xqj
RT @FTAlphaville: [Outlook 2010] JP Morgan forecasts 20% rise for Euro equities: http://buzzup.com/jrfg
You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
