Finance Roundtable

Finance Roundtable

The market forecasters and personal finance blogs complement the Economics Roundtable.

RSS Feed

Jeff Matthews Is Not Making This Up


August 31, 2010, 11:15 am, 757687

“The company continues to execute on its strategic business plan.”

—DG FastChannel® CEO Scott Ginsburg, August 4, 2010



We admit we know next-to-nothing about DG FastChannel® except that it has an “R” with a circle in its name in the headlines to ...


August 23, 2010, 1:15 pm, 753575


Now that the Mark Hurd Affair has devolved into a tit-for-tat post-mortem between the HP Board and unnamed proxies for Hurd—reaching its Clintonesque nadir last week when the Wall Street Journal actually reported that Hurd himself had let it be known through his ‘camp’ that “This ...


August 16, 2010, 11:15 am, 749996

One thing I found surprising this week was learning that to many H.P. observers Ms. Fiorina no longer seemed quite so bad. It was actually her strategic vision that Mr. Hurd had executed, I heard again and again [emphasis added]. Her problem was that ...


August 10, 2010, 1:15 pm, 747132


Our checks in the Taiwan PC food chain indicate order rates from the PC end market deteriorated sharply during the last part of July…

So begins a morning research update from one of Wall Street’s Finest, who in this case happens to be one ...


August 7, 2010, 9:15 am, 745783

“HP had momentum…”
—Talking Head, CNBC, August 5, 2010

So it was that one of ...


August 3, 2010, 11:14 am, 743045

Seems like just last week the Wall Street Journal was trumpeting a successor to Warren Buffett in his role as chief investment officer (“capital allocator,” is how Buffett puts it) at Berkshire Hathaway.

And indeed it was just last week—Friday, in fact—that the Journal wrote ...


July 28, 2010, 11:14 am, 739725

It’s earnings season on Wall Street, and that means plenty of conference calls for we here at NotMakingThisUp.

And while plenty of calls have focused on the fact that business seems to be 'not dead yet'—despite the stock market’s recent attempt to send the economy ...


July 23, 2010, 3:14 pm, 737497

When identifying which particularly silly opinion offered by one of Wall Street’s Finest that might qualify as the “Least Helpful Call You Will Get,” we here at NotMakingThisUp usually confine the timeframe to the current 24-hour day.

After all, Wall Street’s Finest offer so many ...


July 20, 2010, 11:14 am, 735102

“Let's get back. On the signings basis, as we analyzed it, we had on -- in the GBS business we had good revenue growth. We had positive signings performance. So then when you look at Global Technology Services the issue that we wrestled with was ...


July 16, 2010, 11:14 am, 733467


Yet Goldman walked away with several victories that raise questions about the strength of the SEC's case. The company wasn't forced to sacrifice any top executives, including Chief Executive Lloyd C. Blankfein, as some executives had feared. The changes it agreed ...