Articles Written by:    DARREL WHITTEN     

« Previous  |  Next »

Japanese Buy US Financials, and Nomura Is Getting the Best Deal

During the 1990s, Japan was struggling with the Heisei Malaise and its banking sector was rapidly shrinking, to a handful of "megabanks" led by Mitsubishi UFJ Financial Group (MTU). Japan's big four brokers had all but completely been decimated, with ...

From DARREL WHITTEN, Seeking Alpha,  24 Sep 2008
Related Topics: Merrill Lynch,  Lehman Brothers,  Morgan Stanley,  Goldman Sachs,  London Stock Exchange

Global Financial Crisis Could Push Japan's Falling Stocks Further

Last week, the US government was finally forced by rapidly deteriorating financial market conditions to “go to the well” and ask Congress for, a) an historic $700 billion or so of funding to address cancerous mortgage-backed assets on and off financial ...

From DARREL WHITTEN, ETF Investor,  22 Sep 2008

J-REIT Consolidation and M&A Opportunities

When property markets turn downward (or upward) investors tend to lump REITs, physical real estate and stocks in real estate companies all in the same basket, i.e., real estate plays, and avoid the lot. The Tokyo Stock Exchange J-REIT Index is now down ...

From DARREL WHITTEN, Seeking Alpha,  8 Sep 2008

Nikkei 225: Back to 12,000 As Japan Slips Into Recession

Japan's Financial Services Agency [FSA] is recently taking (with justification) quite a bit of heat for exacerbating Japan's economic woes with poorly timed stricter regulation. Tough bank examinations are forcing banks to tighten loan standards for ...

From DARREL WHITTEN, Seeking Alpha,  28 Jul 2008
Related Topics: Mitsubishi UFJ Financial Group Inc

Early Recession a Sign to Overweight Commodities

US monetary policy easing so far has been offset by a sharp re-pricing of credit and balance sheet de-leveraging, resulting in tighter overall monetary and financial conditions. In the IMF's words, this translates into growing systemic risk despite the ...

From DARREL WHITTEN, ETF Investor,  14 Apr 2008
Related Topics: Citigroup

Asia's Shift Away from the US Dollar; Japan the Final Shoe to Drop

Fed Fund futures are discounting a further rate cut of some 50bps on April 30, which would take the FF rate to 1.75%, or only 75bps from the historical low of 1.00% set in 2003 amidst the deflation scare. This could very well push 10YR TB yields back ...

From DARREL WHITTEN, ETF Investor,  31 Mar 2008

Nikkei 225 Will Turn When U.S Treasuries Do

In our November 12, 2007 letter (Pollyana, Cassandra or Praetorian? Waiting For the Market "Fat Lady" to Sing), we openly wondered which big institution would bite the dust and trigger the extreme policy response that eventually broke the negative ...

From DARREL WHITTEN, ETF Investor,  24 Mar 2008

More Downside for Nikkei 225 as Yen Appreciates Further

It is pretty clear that a run in the yen against the dollar to the 1995 high (JPY79 and change per USD) from the current quote of just over JPY97/USD (Tokyo 3.17.08 Afternoon Quote) implies further upside of some 22% in the yen. Since Japanese stocks ...

From DARREL WHITTEN, ETF Investor,  17 Mar 2008

Japanese Yen Poised to Renew 1995 High

Standard & Poor’s says the worst is almost over in terms of structured credit losses for the big banks. If that is so, why did the New York Fed take the extraordinary step of directly providing liquidity to Bear Stearns (BSC) through JPMorgan (JPM)? ...

From DARREL WHITTEN, ETF Investor,  17 Mar 2008

Is This Japan Circa 1992?

With Ben Bernanke of the Fed sacrificing the dollar in a desperate attempt to save jobs and U.S. businesses, it is no wonder the Japanese Yen is spurting back to two-digit levels. At the same time, investors fear the Fed is only putting off the crisis, ...

From DARREL WHITTEN, ETF Investor,  11 Mar 2008
Related Topics: Ben Bernanke

« Previous  |  Next »

Who is This?

Help us add to our database, by linking this writer their entry in Wikipedia or Source Watch, or by suggesting that we remove it from our index.

Suggest an Entry

Enter a url from sourcewatch.org or wikipedia.org:


recommend removal

close