Archive for April, 2009

• Latest Neilsen Economic Scorecard..
  ToddSullivan, April 28th, 2009 at 5:45 am, Comments: 0

  While it is good that >90% of folks surveyed agree we are in recession and not living in denial, it is bad that only 20% [...]

• Tuesday’s Links
  ToddSullivan, April 28th, 2009 at 1:02 am, Comments: 0

  Volume, – This rally just does not hold up – Disclosure (“none” means no position): Enter your Email Preview | Powered by FeedBlitz

• Latest Wall St. Media Appearance
  ToddSullivan, April 27th, 2009 at 3:14 pm, Comments: 0

  Talking swine flu, General Growth Properties, GM & the market Also, Mr. Doug eat his required crow for the Red Sox DOMINATION of his beloved [...]

• Latest Wall St. Media Appearance
  ToddSullivan, April 27th, 2009 at 3:14 pm, Comments: 0

  Talking swine flu, General Growth Properties, GM & the market Also, Mr. Doug eat his required crow for the Red Sox DOMINATION of his beloved [...]

• Bill Ackman on Charlie Rose 4/24 (video)
  ToddSullivan, April 27th, 2009 at 2:16 pm, Comments: 0

  A conversation about the economy with Bill Ackman, major investor and hedge fund manager of Pershing Square Capital Management LP, Kate Kelly, Andrew Ross Sorkin [...]

• Insider Selling: Due to Dire Outlook or Tax Anticipation?
  ToddSullivan, April 27th, 2009 at 1:00 pm, Comments: 0

  I am of the opinion that the recent wave of inside selling is tax related, not necessarily an indication of dire outlooks. From Bloomberg: Executives [...]

• General Growth Properties: A "Cram Down"?
  ToddSullivan, April 27th, 2009 at 8:03 am, Comments: 0

  Based on the verbiage coming out of General Growth (GGWPQ), this seems to be the way this is headed. So, what is a Chapter 11 [...]

• Monday’s Links
  ToddSullivan, April 27th, 2009 at 1:54 am, Comments: 0

  Outlook, Oil, “Security Before Politics”, WHO – Top bloggers offer their opinions – Well, this is alarming – Think anyone will listen? – Worldwide Swine [...]

• Study Shows Shoppers Leaving Target Behind for Wal-Mart in Droves
  ToddSullivan, April 26th, 2009 at 1:48 pm, Comments: 0

  For those folks who think “Target (TGT) is fine just the way it is” Some data first. From Marketing Charts. US consumers are growing increasingly [...]

• Weekend Viewing: Off the Grid: Energy & the U.S. Economy
  ToddSullivan, April 25th, 2009 at 6:39 am, Comments: 0

  From 2/1/2009 SummaryRising energy prices, driven by instability in key producing regions such as the Middle East and increasing demand from developing countries, are affecting [...]