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CEO
These last few weeks have been marred by extremely significant volatility as we prepare for the Brexit vote on June 23rd. While most of the impact of any Brexit wouldn’t likely be felt for several years at the minimum, the uncertainty that more countries would leave the Eurozone could mean more volatility for the market...
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It seems like Meredith Whitney might be trying to relive her glory days of predicting a dividend cut by Citigroup, as now she is saying that no CEO can fix Citigroup. I honestly have no clue what she is talking about.  Citicorp is posting 15% returns on tangible equity and Citi Holdings is only 9%...
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I’m not an extremely political person as I believe that both sides are far too ideological to be truly constructive, but as far as the economy and business goes, I 100% believe that the path we are going has been immensely destructive to economic growth.  Jack Welch was CEO of General Electric for 21 years,...
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JP Morgan CEO Jamie Dimon showed some serious confidence in his own company by buying 500,000 shares last week for $34.22 each.  That is a real conviction purchase that shows that Dimon is confident his company can survive the “Whale Problem” and the European crisis.  JP Morgan has some of the best earnings power of...
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The disgraceful fall of PFG continues to fully evolve as CEO Russell Wassendorf signed a statement linking his suicide attempt to a fraud that he perpetrating stretching back twenty years.  Where was the CFTC or NFA in regulating this monstrosity, and why would anyone trust commodity futures without some form of SIPC insurance moving forward?...
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Apparently Vivendi (VIVHY) CEO Jean-Bernard Levy is preparing to step down.  This is good news for shareholders as it could potentially increase the odds of the company spinning off or selling some of their assets.  This conglomerate trades at a substantial discount to their sum of the parts value, and Levy has been an advocate...
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This was an exceptional interview on Bloomberg with Morgan Stanley (MS) CEO James Gorman.  Gorman correctly understands the global nature of the financial industry and the benefits of scale necessary to compete on that global level.  It is extremely obvious that the sum of the parts of these banks are greater than the current market...
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Southern Company CEO Tom Fanning offers some interesting perspectives on long term energy solutions.  He believes that Natural Gas consumption will rise by 50% and over the long term this will likely lead to price increases that might make coal viable once again.  In addition there is the risk the environmental concerns over “fracking” could...
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The sour grapes relating to the Facebook (FB) IPO continue in today’s WSJ as Morgan Stanley’s (MS) CEO James Gorman defends the firms handling of the process.  It is my opinion that the firm acted well within its duties and I would wager that if the stock had rallied rewarding speculators, the firm would be...
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It looks like Apple (AAPL) is getting close to a release date on their TV product.  I wouldn’t be surprised to see it launched earlier than anticipated as Apple tends to under-promise and over-deliver. I’m also quite optimistic that they should be able to utilize their dominant technology infrastructure to deliver advertising that could add...
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