Tom Lindmark

China: The Consumption Conundrum

SeekingAlpha.com (Free subscription) | yesterday

Tom Lindmark submits: Michael Pettis has a really good post up today on China Financial Markets . He discusses the math that will dictate how much Chinese private consumption needs to grow in order to cause a meaningful rebalancing. Don’t be put off by the math reference, it’s a wonderfully straightforward article. No arcane formulas. Complete Story »

• China's Consumption Conundrum - iStockAnalyst.com

Friday Failure: AmTrust's Odd Buyer

SeekingAlpha.com (Free subscription) | 12/05/2009

Tom Lindmark submits: The WSJ has a pretty good article on the failure of AmTrust. Frankly, it reads like a reprise of the S&L days, replete with indecision on the part of the regulators, asset valuations that make no sense and political interference. Once upon a time politicians were punished for interfering in this manner. Complete Story »

Analysts React to Surprisingly Good BLS Report

SeekingAlpha.com (Free subscription) | 12/04/2009

Tom Lindmark submits: In the spirit of the season I won’t go all Scrooge on the employment report (BLS link ). Everyone else seems willing to accept it as good news, so I see no reason to quibble. But! It seems a little too good to be true. Complete Story »

Can Goldman Shareholders Force Some Necessary Changes?

SeekingAlpha.com (Free subscription) | 12/03/2009

Tom Lindmark submits: Maybe this represents progress, maybe it’s just a fad that gives way to business as usual in a year or so. Complete Story »