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(LEH) Lehman Brothers: Additional detail on earlier headline of BAC in talks to buy LEH
WSJ reports the co is actively shopping itself to potential suitors, including Bank of America (BAC), people familiar with the matter said. The need for a sale intensified as Lehman's shares dropped 45% in Thursday trading, creating new doubts about its ability to trade with other Wall Street cos while keeping its best talent. But potential buyers remain wary about plugging holes in Lehman's balance sheet, and are increasingly looking to the U.S. government to help backstop future losses, according to people familiar with the talks. A number of these buyers would "come out of the woodwork," if the U.S. were to step in, said one person monitoring the process. It remains unclear whether the U.S. Treasury or Federal Reserve would take such steps, as was done when the government assisted J.P. Morgan Chase in its Bear Stearns takeover in March. Bank of America, which is holding preliminary discussions about a transaction, appeared to be Lehman's best hope on Thursday afternoon. BofA may only do a Lehman deal if it is encouraged by the federal government, since it has its hands full digesting mortgage lender Countrywide Financial. Still, the situation was so fluid Thursday that people involved in the deal talks said it was too soon to say what shape a sale would take or if it would happen at all. Without explicit government support, a range of other suitors have proven uninterested in absorbing Lehman and its $600 billion balance sheet. Goldman Sachs (GS), for example, is not bidding on the company, said a person familiar with the matter. Other much-discussed buyers, including France's BNP Paribas, the UK's HSBC (HBC), Germany's Deutsche Bank (DB), Spain's Banco Santander (BBD), are not expected to participate. One outside potential remains Barclays (BCS), the UK's third largest bank which has been eager to expand its investment-banking franchise around the globe.
To trade fundamentals Macke thinks you need an information edge; that is, a take that other people don’t have. And he doesn't think that exists in oil.
“What we saw in oil… as well as the commodities and ag names was a bubble that inflated and finally burst. You can’t make a fundamental argument that $140 was any more rational that $100 on crude. Therefore you’ve got to trade the charts.”
Macke might be the Lone Wolf but he’s hardly alone in his outlook. "This is a market that wants not only to test $100 a barrel but ultimately break $100," echoes Tom Knight, trader at Truman Arnold in Texarkana, Texas
By David Cho and Heather Landy
Washington Post Staff Writers
Thursday, September 11, 2008; 5:16 PM
The Treasury Department and the Federal Reserve are engineering a sale of Lehman Brothers through a consortium of private firms. The details are not finalized, but sources familiar with the matter say the purchase is expected to be completed and announced this weekend before Asian markets open on Monday morning.
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