Posts Tagged ‘Commentary’

Strategic Outlook(A)

Friday, October 7th, 2005

Good versus Bad Growth

CNOOC to the Left of Me, Chevron to the Right: Stuck in the Middle (A)

Friday, October 7th, 2005

When President Richard Nixon visited Beijing in 1972, he could never have dreamed the Communists would one day bid against Chevron Corporation for Unocal.

New Reports from GE and Nike: A Watershed in Social Disclosure (A)

Monday, July 25th, 2005

The message for other companies: Just Do It!

Chevron and Unocal: Two of a Kind (A)

Monday, July 25th, 2005

On Wall Street, mega-mergers are usually celebrated. After all, they portend layoffs, bumped up profit margins and investment banking revenues. What’s not to like? In the case of Chevron’s proposed $16 billion acquisition of Unocal, plenty. At least if you care about national security, the environment or what the rest of the world thinks about America.

Can Citigroup Earn $17 Billion a Year and Be a Good Guy?(A)

Tuesday, March 15th, 2005

Citigroup, , the world’s largest financial services company, made more money last year than anyone has a right to make - $17 billion after taxes. The only U.S. company to exceed that mark was ExxonMobil - buoyed by soaring oil prices, it earned $25.3 billion. The Citigroup profit was greater than the revenues of 70 […]

Market Outlook - 15 March 2005(A)

Tuesday, March 15th, 2005

This past fall the price of a barrel of oil set a new record above $55, and after a brief respite we are close to those sky-high levels once again. Yet the economy is growing, and inflation is running at only 3%. For many of us who were both alive and out of diapers during […]

The Art of Selling(A)

Tuesday, March 15th, 2005

In the optimal case, we sell a stock after it has increased in price.

Energy Independence:(A)

Saturday, February 5th, 2005

Are We Talking About Borders or Boardrooms?

Old labels die hard(A)

Saturday, February 5th, 2005

Brits Go for American-style Capitalism, But Blink at Banning Smoking in Pubs

Market Outlook - 8 January 2005(A)

Saturday, January 1st, 2005

The Year Behind and the Year Ahead


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