Finance Roundtable

Finance Roundtable

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

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Jeff Matthews Is Not Making This Up


June 14, 2016, 9:14 am, 1645191
 Back in May—that’s two months ago—the Chief Marketing Officer of Mattress Firm (ticker: MFRM; Tangible Book Value Negative $30.32 Per Share if our Bloomberg is correct)—was asked how business had started the new year.  “It continues to be a bit ...


May 23, 2016, 1:14 pm, 1639022
  In the world of Shake-Shack, everything is about “the shack.”   Where most restaurants report “same-store sales” and “store-level operating margins” and “store economics,” SHAK reports “same-shack” sales and “shack-level operating margins” and “shack-onomics.” It’s a cute, quirky culture the ...


April 26, 2016, 11:14 pm, 1630223
 It’s bad enough when analysts thank CEOs for letting them ask a question on an company earnings call, at least when they do it in a way that goes beyond a simple act of politeness and more towards a cringe-making act of fawning, which too many analysts have ...


April 18, 2016, 11:14 pm, 1627790
Mr. McCleery: You aren’t one of those agitators, are you?Benjamin: What?Mr. McCleery: I hate ’em. I won’t stand for it.—The Graduate
  We here at NotMakingThisUp only write book reviews when we like the book.   (If we don’t like ...


January 20, 2016, 7:13 pm, 1600592
    Well it’s earnings season again.    That means it’s time for IBM to puke another quarter and hold an incomprehensible—literally, incomprehensible—earnings call during which it spins every ...


December 3, 2015, 7:13 pm, 1585937
2015 Editor’s Note: We have not heard much new in the way of holiday music, ...


September 25, 2015, 3:13 pm, 1549291

 In case you thought Berkshire Hathaway was involved in only one bad deal—the $36 billion all-cash takeover of cyclical, airline-supplying Precision Castparts for 20-times what may (or may not) turn out to be peak-cycle earnings—well, there’s ...


August 20, 2015, 7:13 pm, 1531905


August 20, 2015, 7:13 pm, 1531904


August 20, 2015, 7:13 pm, 1531894