Jeff Matthews Is Not Making This Up

“I’m Not Dead Yet”: Name This Company!

July 28, 2010
By Jeff Matthews
“I’m Not Dead Yet”: Name This Company!

It’s earnings season on Wall Street, and that means plenty of conference calls for we here at NotMakingThisUp.And while plenty of calls have focused on the fact that business seems to be 'not dead yet'—despite the stock market’s recent attempt to...
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The Least Helpful Call You Will Get All Month

July 23, 2010
By Jeff Matthews
The Least Helpful Call You Will Get All Month

When identifying which particularly silly opinion offered by one of Wall Street’s Finest that might qualify as the “Least Helpful Call You Will Get,” we here at NotMakingThisUp usually confine the timeframe to the current 24-hour day.After all, W...
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IBM’s New Math: 6.5 is Greater Than 8

July 20, 2010
By Jeff Matthews
IBM’s New Math: 6.5 is Greater Than 8

“Let's get back. On the signings basis, as we analyzed it, we had on -- in the GBS business we had good revenue growth. We had positive signings performance. So then when you look at Global Technology Services the issue that we wrestled with was real...
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14 Days of Profit

July 16, 2010
By Jeff Matthews
14 Days of Profit

Yet Goldman walked away with several victories that raise questions about the strength of the SEC's case. The company wasn't forced to sacrifice any top executives, including Chief Executive Lloyd C. Blankfein, as some executives had feared. The ch...
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Listening to RIMM Lose Market Share

July 8, 2010
By Jeff Matthews
Listening to RIMM Lose Market Share

We were in our local Verizon “store” yesterday—and by “store” we mean “place where dreamy customers move like driftwood among bright, bold Microsoft displays of soon-to-be-obsolete-attempts-to-cram-Windows-software-into-something-Apple-did...
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China’s Next Great Leap Forward: Inflation

June 30, 2010
By Jeff Matthews
China’s Next Great Leap Forward: Inflation

Yuan Takes Baby Steps HigherChina Looks to Balance Pressure From G20 Against the Worries of Its ExportersBEIJING—A week after China loosened its grip on the yuan, the currency is up just 0.53%, a barely visible gain that lived up to the government’...
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If ‘Victory’ Looks Like This, Give Us Some Failure

June 25, 2010
By Jeff Matthews
If ‘Victory’ Looks Like This, Give Us Some Failure

U.S. lawmakers meeting in the wee hours Friday reached a compromise on a bill that will redefine U.S. financial markets and firms for decades, all but guaranteeing the White House its second major domestic policy victory this year.—The Wall Street Jo...
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“Feels Like a Normal Recovery to Us”

June 18, 2010
By Jeff Matthews
“Feels Like a Normal Recovery to Us”

So, how’s Europe really doing?That was the question—sometimes the only question—at a Midwest investor conference this week.And since the troubles in Greece, and in Spain, and in Hungary seem to have triggered the flip from near-euphoria among inv...
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Rattner Still Doesn’t Get It

June 14, 2010
By Jeff Matthews
Rattner Still Doesn’t Get It

The “Rattner” of our title is Steven Rattner, whose recent Op-Ed piece in the Wall Street Journal was titled “Wall Street Still Doesn’t Get It.”His editorial—timed to promote a new book, naturally—offered a blistering critique of Wall ...
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Would You Buy This Stock? Then Why Own The Bonds?

June 10, 2010
By Jeff Matthews
Would You Buy This Stock?  Then Why Own The Bonds?

Keeping in mind Warren Buffett’s dictum to “buy, for a rational price, a piece of a business that you’re reasonably confident will have materially higher earnings 5, 10, 20 years from now, and never sell,” we hereby examine an incorporated enti...
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