…the recent rally in the stock markets. “It’s minimal,” said Savita Subramanian, head of United States equity and quantitative strategy at Bank of America Merrill Lynch. Over all, the sequester…
You searched for: label/equity premia
Dell goes private…blueprint for re-structuring?
…restructuring is important because its founder plans to force out other shareholders by selling the Texas computer maker to a private equity group for a reported $15 billion, complicating open…
Linda Beale op-ed on the dysfunctional politics of the US economy
…the new gilded age, where bankers and private equity titans get rich off the labor of ordinary folk and ordinary folk find themselves eeking out a living at more or…
Social Security/Medicare vs Corporate Welfare
…accelerated depreciation or the tax code’s preference for debt financing over equity, provide tax benefits for wide swaths of businesses. “Tax expenditures are very similar to an entitlement program, so…
CBO: SS Scheduled vs Payable Benefits (Rosser’s Equation illustrated)
…retirees. And there are very good reasons based in societal equity for scheduled benefits to rise at the real rate the formula delivers. As such we should make every effort…
Fareed Zakaria on Social Security, Fareed Hearts Pete Peterson, Disses your mom
…has not been caused by medicare and medicaid, but by unreasonably high defense spending, wars of dubious value to America, and the massive fraud of “bankers and private equity billionaires”…
On DeLong V Krugman
…the home equity loan (heloc) market is not developed and people think of taking a second mortgage as a desperate last resort (I think this was true in 1993). Finally…
Welfare Spending: Medicare vs Corporate/Business Subsidies (or does the GOP really support WalMart’s behavior in Bangladesh?)
…of all, as reflected in the rigid position in favor of the “carried interest” scam used by private equity profits partners and the extraordinarily preferential rate for capital gains and…
The Media’s Role in Driving the "Fiscal Cliff" Imagery
…taken in federal taxes, due especially to the enormously preferential rates to the super-elite through taxation of capital gains, dividends and private equity compensation (that is, “carried interest”) at less…
About Angry Bear
…international economics and international finance. I just celebrated the 25th anniversary of publishing SEER — my equity strategy product. I model the S&P industries and advise portfolio managers on how…
