bizzXceleration: Performance, Value and Profit: Archives

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LT Business Cycle De-construction: Time to Pay the Piper
Time They are a'Changin: Worldwide Downturn to Cold War 2
Headline vs Headline: What the Econ Data Really Said
Profits, Earnings, PEs and Outlooks: Why You Should Reall....lly Care
Dismal Headlines, Worse Realities: Retail Sales and Economic Outlook
Talkin Profits: Economic Outlook, Earnings, Business Performance ?
Schizophrenic Paranoia Gone Wild(Update): Which Way Do the Markets GO ?
News Alert: Vicious Credit, Economy, Market Cycle Spotted
It's a Long Way to Tipperary: the Foreign Economic News
Take No Prisoners: Real Econ Data vs MSM Reporting
Riding the Storm - NOT: Breakdowns, Culture & Malfeasance in Finance
Cramer's Anniversary: Continuing Credit Metastasis and Economic Outlook
Tipping Points, Blindsides, Ouches: Tough Times Getting Tougher
The Toughest Market ?: Bill Miller's Problems for the Rest of Us
Bad Times, Bad Outlook (Update): What's Up with the Int' Economy ?
Bad Times, Worse Outlook (Updated): Economy Readings and Reflections
Crossing the Tipping Point III: Business Cycles and GDP Components
Crossing the Tipping Point II: Employment, Wages, Demand
From Slowdown to Tipping Point I: GDP and the Business Cycle
News Interrupt: Real GDP and a Tipping Point ?
Bad Times, Bad Earnings, Bad Outlook: Consumer and Industrial Performance
Bad Times, Really Bad Behavior, Bad Trouble: Fannie/Freddie and Perdition Road
Bad Times, Bad Behavior: Merrill, Malfeasance, Markdowns, Markets
Bad Times, Bad Economies (Updated): Int'l Econ, Inflation, Trade, Oil
Bad Times, Not So Bad Economy: Sluggish Slowdown ?
Bad Times, Bad Companies, Bad Markets
Bad Times, Bad Companies: More Finance Industry
AutoFutures: Re-Thinking the Car Business, or NOT ?
Bad Times, Good Companies: Who's Swimming Naked
Readfest(Tech Indstry): Playing it Again, Same...oops Sam
Economy (Int'l): Re-coupling Redux and Deterioration Accelerations
Readfest (Business): Back to the Future, Revisiting Old Themes
Red Sky Mornings, Investor Take Warning: More Finance Industry
And What Kind of Economy ? Reality Reminders
So, What Kind of a Market Is This Anyway ?
Bears of the Apocalypse II (LT Econ): Who's Fault is this Mess ?
Bears of the Apocalypse I: Long-term Market Performance Perspectives
Life and Death in the Air: Carriers, Manufacturers, Realities
Boys, Wolves, Broken Records III: Market Schizonphrenia Runs Amok ?
Boys, Wolves, Broken Records II: Re-coupling, Inflation, Breakdowns ?
Boys, Wolves, Broken Records I: Consumption, Inflation, Realities
Once More Into the Breech: 3 Decades of Auto (Industry) Delusions
Quite a Day: Prescience, Schadenfreude, Luck or Toolkit ?
Crime, Punishment, (Profits) and Outlooks: High Noon at the Street ?
Markets: Fear, Loathing, Schadenfreude and Cusps on Wall St.
New (Old ?) Frontiers in the Oil Markets: the Return of Geo-Politics
De-coupling ? NO. Re-coupling ? YES. Plus Inflation, Slowndowns, etc.
Really In a Recession ? NO. Headed for One ? Likely !
Technology Industry: HPQ/EDS, PCs and Prospects
A Small Note of Thanks to My Readers
Business Hilbert Problems: Fundamental Factors of Performance
Key Postings VI: Company Level Business Analysis
Markets and Financials:4 Year Crunch, Broken BizzMods
Int'l Economy(Emerging Markets): Inflation, Oil, Re-coupling and Surprises
Economic Outlook: Demand Declines, Bad News, & Wealth
HF Indicators (Sales, Rates, Money, Inflation, Oil, Dollar): Unscheduled Interruption
Key Postings Vb (Technomediatainment): Maturities, Barriers and Disruptions
Key Postings V: Industry Analysis - Enterprise, Industry Ecology, Evolution
Key Postings IV: Business Analysis Foundations
Dashboards for the Real World: Economy, Markets, Industry, Company
Data, Dilemmas, Dashboards and Decisions
Behind the Misperception Veil: What's that Data Behind the Curtain ?
Retail Industry: Plus Ca Change...or Bend Over and Kiss...
Auto Industry:Boil, Boil, Toil and Trouble
Markets(1Jun08): It Ain't Over til...EPS, Profits and What Next
Economy: Weakening Consumption, Cliff-Diving Housing, Dropping Profits
Current Economic Outlook: HF Indicators vs the Business Cycle
Dell Computer: It Ain't Your Grandfather's Beige Box
Oil Industry II(Analysis): LT Supply-Demand, Outlook and Disruptions
Oil Industry I (Readings): Prices, Fundamentals, and Big Oil Futures
Finance Ind III (Readings): Private Equity Futures - from Golden(Gilt) to Iron Age
Finance Ind II(Readings): Fundamental Breakage in the BM
Finance Ind(Readings): Barbarians, Fixes and Outlooks
Economy (Readings): Surprise, Surprise, That's Not My Rate Cut
Markets (Readings): Real Deal vs 1-Shoe Dropping ?
Technomediataiment (Content): the Revolution is HERE
Technomediatainment (Telecom): RIM, ATT, Sprint, Cable Wars
WRFest 17May(Markets):Optimistic Sentiment Trumps All
WRFest 17May08(Economy): a Lull in the Storm, a Grasshopper Party ?
WRFest 17May08(Int'l Econ): Recoupling to Global Slowdown
Tech Industry:APPL vs MSFT vs YHOO Wars
Poster-child II: Citi's Potential Turn-around as Performance Examplar
WRFest 11May08(Economy): Jaime Spoke, Anybody Listening ?
Poster-child of Mal-Performance: Citi, Wow Deja Vu' ?
Business (Auto Industry): Worsening Outlook, Improving Peformers, Key Issues
An Admin Note: Customer Service and the ISP...Oxymorans in Action
Business (Finance Industry): Boiled Frogs Getting Flayed
WRFest 4Apr08(Markets): Do We Stay, Do We Go..Jimmy
WRFest 4May08(Economy): Under the Headlines Accelerating Weakness
General Business: Perspectives, Issues & Companies
WRFest 3Apr08(World Econ): Oil, Commodities, Inflation, Doller...Oh My
WRFest 2May08(Int'l): Re-coupling, Slowdowns & Mal-Adjustment ?
Crossing the Ripping Point: Breaking Down GDP Components
Real GDP: How Good are the Numbers ?
WRFest 27Apr08(Tech Ind): Innovators, Survivors & Also-rans
WRFest 27Apr08(Market): Three Steps to Two Views
Sailing Into the Storm: From Execution to Innovation
WRFest 26Apr(Economy): Between the Gust Front and the Storm
WRFest (Telemediatainment): The Content Who Would Be King
Readings (Finance): It's Over, It's Over...Yeah Right
Auto Industry: Pressures, Changes & Outlook - Finding V1
About Me: a Brief Introduction
WRFest 20Apr08(Retail): Shocks, Performance and Localization
WRFest 20Apr08(Business): Price X Units - Cost = Profit
Business Performance III(Readings): Sad Stories, Good Stories & "Fixes"
Business Performance II (Readings): Performance, Pain and Prospects
WRFest 18Apr08(Markets): Whee....What a Rush ! Sucker's Rally ?!
WRFest 18Apr08(Economy): No Good News in Sight
WRFest 18Apr08(Wld Econ): Geo-politics Rears an Ugly Head
Econ Indicator Update: Real Sales -2%, No Recession, Yet !
Performance Assessment Basics: Five Fundamental Factors
IF You Can Keep Your Head: Readings & Perspectives
WRFest 13Apr08(Telemedia, Entertonics): Let the Wars Begin
WRFest 12Apr08(Markets): The Fat Lady Missed the High Notes ?
WRFest 12Apr08(Int'l Econ): Decoupling Myths to Devolution Fautlines
WRFest12Apr08(Economy): Here That Train aComin ?
Readings (Earnings): The Real Earnings Realities that Ain't...YET
WRFest 6Apr08(Markets): Market Summaries and Outlooks
Long-term Market Performance: It Sure Ain't What You Thought !
WRFest 6Apr08(Economy III): International Ripples to Faultline Cracks
WRFest 4Apr08(Economy II): Economy vs the Credit Markets
WRFest 4Apr08(Economy): the Chairman Said What ?!
Employment Outlook: Where Have All the Jobs Gone ?
WRFest 30Mar08(Telecom): More Perfect Storms a'Comin
WRFest 30Mar08(Tech Industry): Commodization, Consolidation, Consequences
Anatomy of Collapse: BSC...and the Markets ?
WRFest 30Mar08(Business): Days of Reckoning at Hand ! Repent Sinners ?
WRFest 30Mar08(Finance Industry): End of Wall St. as We Know It ?
WRFest 30Mar08(Markets): Boy, Talk About Timing
Market Performance and Outlook: the Dance of the Stairsteps
WRFest 30Mar08(Economy): GDP, Housing, HF, Oh My !
Sunday Morning Reflections: Learning to See Things as They Are
Adult Supervision Re-emerges: Bush Proposal for Regulatory Overhaul
Economic Dashboard: Current High-Frequency Indicators
Five "Funny" Things on the Way to the Market
More Dialog: Facing Harsher Realities in Housing
Continuing the Dialog: Facing Realities in the Credit Market
A Dialog Concerning Three Systems: Real Economy, Finance & Credit
WRFest 23Mar08(Markets): From Margin Call to Great Unraveling
WRFest 23Mar08(Economy): Jaded and Faded
The Great Circle: Where We're At in the Business Cyle
WRFest 16Mar08(Tech): DLS's, Two Cultures and the Breakdwon
WRFest 16Mar08(Business): More News from the Frontlines
Key Postings III: Credit Breakdown, Liquidities and the Fed
Credit Meltdown, Economy and Consequences: Putting the Pieces Together
WRFest 16Mar08(Fin Ind):
Key Postings II: Market Analysis and Investment Planning
Key Postings I: the Economic Assessment & Outlook Toolkit
Run Away, Run Away: the Seriousness of the Credit Crisis
WRFest 15Mar08(Markets): Credit Crisis, Contagion & Market
WRFest 15Mar08(Economy): O.K. It's (semi) Official
WRFest 15Mar08(In'l Econ): De-coupling Hah !
He's Back: Retail Sales and other H.F. Scary Data
Galt vs the Fed II: Credit Disequilibriums, Broken Markets and Economic Implosions
John Galt vs the Fed: Credit, Crisis and Collapse
WRFest 9Mar08(Business):Auto, Pharma & Tech News
WRFest 9Mar08(Finance Industry): De-leverage, Margin Call, KaBoom
WRFest 9Mar08(Economy): It's All About the Credit
WRFest 2Mar08(Technology): Small to Large - IT Industry Structure
Rational Responses: Current Employment Picture
Credit Crisis Metastasis: Who's Been Swimming Naked
WRFest 2Mar08(Technology): Telecom, Media & Entertainment
WRFest 2Mar08(Business): Paper, Auto and Retail News
WRFest 1Mar08(LBO Markets): Leveraged Loans, Liquidations and the LBO Bizz
WRFest 1Mar08(Finance Industry):Results of the Ripples
Credit in Flight: Spreads, Margin Calls, Liquidation, Oh My...
WRFest 1Mar08(Markets): a Tale of Three Fantasies
WRFest 1Mar08(Credit Markets): Credit Contagion, the Fed and Outlook
WRFest 1Mar08(Economy): Bad News and a Sputtering Engine
WRFest 1Mar08(Int' Business): Multi-Polar Problems vs ADD
WRFest 1Mar08(Int'l Econ): Let's Keep a Little Perspective
Comments on the Tech Outlook (and Earnings in general)
The Chairman's Testimonies: Listen to What He Really Said
WRFest 25Feb08(Tech):Dropping Outlook vs Climbing Competition
More K-R Moments: Housing Realities and More States of Denial
WRFest 25Feb08(Old Line Bizz): Back in the Real World
$Trillion Losses: the Minsky Moment Continues
Strategy, Context and Awareness: Sub-prime Lessons
WRFest 24Feb08(Finance Industry): Troubles Continue to Accumulate
WRFest 23FEb08(Business Strategy): What the Future May Hold ?
WRFest 23Feb08(Economy): Bottoms Are Muddy, Is the Water Clear
WRFest 23Feb08(Markets/Investing): Time to Go Bottom-Fishing ?
Father Jubak Explains It ALL: Guide to Credit Contagions
WRFest 24Feb08(Credit Markets): More Fear, Loathing & Writedowns
Mid-Market M&A Outlook: Spreading Downturn ?
Airline Merger Frenzies (II): Network Structure, Costs and Strategic Outlook
Updates, Refreshes and Gurus: Feldstein on Facing Realities
Fear and Loathing on Wall Street: Credit Mess, Securitzation & More
This One's for Jay: Investing Strategies for a Dicey Market
Is It REIT Time Yet ? - You've Got to Be Kidding Me
Filterring the Non-Linearities: Sorting the Risk Factors
Debating the Business Cycle: Alternatives, Risks & Catastrophes
Airline Merger Frenzies (I): Deep Cost Structure, Restructuring & Outlook
WRFest 17Feb08(Business):Finance, Traditional, & Tech
WRFest 17Feb08(Economy): Crossing the Stumbling Point
WRFest 17Feb08(Markets): Bear Bounce(d) 2 ? Denial Again ?
Social Notes: Be Your Own Economist and Related Readings
Told Ya So: Reality Meets Denials with Ben and Spitzer
Naive Questions: Taking the Next Step
Workbook Answers for theTakehome: Earnings vs Market vs Economy
Grading the Takehome: Bottoms, Earnings & Outlooks
Top o' the News to Yar: Market Bottom vs Economy, Credit, Tech and Performance
WRFest 10Feb08(Non-Tech Bizz): More Structural Adjustments
WRFest 9Feb08(Business/Tech): B2C Wars, Telecom & Tech
WRFest 9Feb08(Econ/Mkt): the Adventure Continues
Earnings, Valuations & Business Analysis (II): Resources and Approaches
Earnings, Valuations & Business Analysis(I): Readings
Credit Spreads .....Visiting the Proctologist ? Or Frankenfinance Monsters ?
WRFest 3Fest(Business): Something Besides Finance !
B2C Wars:Yhoo/MS Merger - Disaster in the Making ?
WRFest 3Feb08(Finance Ind): More Troubles Ahead
WRFest 3Feb08(Markets): Bounce or Bloodbath ?
WRFest 3Feb08(Economy): Recession Ho ?
More on Payroll Data: the Employment Outlook
More on GDP and Economic Outlook
Masterclass: Buffett on Investing and Business Analysis
WRFest 27Jan08(Business): VaR, AUM, & Black Swans
WRFest 27Jan08(Mkts/Econ): the Horn of the Wild Hunt ?
Rocks In Ponds, Morons In Pools, Bankers Building CDOs
Cramer's Comeuppance vs Pump Priming Realities
Stage II Denial: Recession Downside Risks and Fracture Lines
Buybacks, Bounces and Splats: Buying High, Selling Low
Bottom Fishing vs Bouncing Bears
WRFest 20Jan08(Business): Principles, Paradigms and Potzers
WRFest 20Jan08(Tech Bizz): Times They are Changing
The Growling of the Bear: Strategic Positioning for a Down Market
WRFest 20Jan08(Economy): Recession Anyone
WRFest 20Jan08(Markets): Welcome to Crash Corner
WRFest 20Jan08(FinInd): Re-thinking, Re-Thinking, Re-Thinking ?
Ebolatization Contagion: Credit Mess II
Winners & Loosers: Rubble Sorting
The Mice That Roared: Market vs Economy
WRFest 12Jan08(Business): Brave New Worlds, Painful Old Ones
WRFest 12Jan08 (Economy & Markets): the Non-Sanguine Outlook
GRATITUDE: the Gratitude Campaign
Seeing thru Maya: Piercing the Veils of Delusion
Weally, Weally, Twuly Mr. Market: Consumers vs Denial Again
Truth, Justice and the NDX Way: More Tech Outlook Reflections
WRFest 6Jan08(Business): Business Shock
WRFest 6Jan08(Markets): More Shock and Awe
WRFest 6Jan08(Economy): I'm Shocked, Simply Shocked ! 18,000 ?!
Ganesh Filters III: Analyzing Businesses Blueprints
Ganesh Filter II: Clear-seeing Algorithims for an '08 Plan
We Can See Clearly Now: Retrospect/Prospect
Housing: Retrospect & Prospect
WRFest 30Dec07(Business): Fragilities, Exposures & Soundness
WRFest30Dec07 (Markets): Up, Down & Around
WRFest 30Dec07(Economy): Review & Outlook
WTWW Part 3: Jitterbugging - the High Frequency Indicators
WtW Part Deux: Patterns, Cycles & Indicators
Weigh the World Works: Understanding the Business Cycle
Xmas Cheer ? - Disingenousness, Conundrums and Early Warnings
Merry Christmas and Happy Holidays
Tough Outlook for '08: Kellner on Avalanche Warnings
Oops...Real Rally or Time to Rethink
Cracks in the Shell: Credit Crisis and Bubbles
WRFest 23Dec07(Business): Search for Performance ?
WRFest 22Dec07(Econ & Mkts): Storm Warning Flags Are UP
Greasing the Skids or the Gears: Credit Repairs Working ?
Speaking of Avalanche Warnings: More Credit Crisis Readings
Looking Ahead: Seeing the Avalanche Before It Lands
WRFest 16Dec07(Business): Headlines, Outlooks and Quality
Let's Blame Uncle Alan: Fed Policy and the Credit Crisis
WRFest (Markets, Economy)
Bubble, Bubble, Toil & Trouble:Markets Review
More Reality Bites: Inflation Trends and Outlook
Reality Bites: Real Retail Sales and Consumption
"Interesting Times" for the Finance Industry: Readings & Resources
Credit Mess and the Fed: Understanding the Strategic Posture
The Fed & the Credit Mess: Readings II
Rocks, Ponds, Perverse Incentives: More on Credit Contagion
More on the Credit Crisis: the Rocks in the Pond "Model"
The Fed and the Credit Crisis: More Readings & Resources
Understanding the Credit Crisis: More Readings & Resources
WRFest 9Dec07(Business):Performance, Performance, Performance
WRFest 9Dec07: the Dance Goes On, or the Emerging Cusppoint Shift
Market Assessment: Running of the Bulls or Cusp Points ?
More on Payroll Numbers: Employment vs Employment
Talking Heads: Mark Zandi on Payrolls, Economy & Recession
Pieces of Change: GDP Components
Slowmotion Slowdown in Review: Wessel Takes Notice
WRFest 2Dec07: Oedipus in NYC - the Greek Dramas Around Us
WRFest 2Dec07 Markets: Widening Credit Crisis
WRFest 2Dec07: Economy Under Pressure
WRFest 2Dec07 Overview - Cusp Points ?
WRFest 25Nov07(Business): ...and We
WRFest 25Nov07(Mkts/Econ): The Bell Tolls for Thee
WRFest 20Nov07(Business): Ch, ch, changes.....
WRFest 20Nov07(Markets/Economy): Credit Breakage to Economic Slowdown
WRFest 11Nov07(Business): ....performance is reality
WRFest 11Nov07: Paging Cinderella..Your Coach is Here(Economy)
WRfest 11Nov07: SEE changes and Cusp Points(Markets)
Tremors: Assessing the Markets
Sailing in Harm's Weigh: the Perilous Voyages of the Vindicator
Slowmotion Slowdown: More On GDP
The Sound of the Next Shoe: Corporate Debt
Stages of Denial: Acceptence ? Not Yet
Weekly Reader 4Nov07: Business & Companies
Weekly Reader 5Nov07: Economy
Weekly Reader 5Nov07: Markets & Investing
Think Like a Private Equity Guy ? No, Think Like An Owner !
Performance Re-visited: Another Trip to HD's Woodshed
Weekly Reader 28Oct07: Business & Companies
Weekly Reader 28Oct07: Markets & Economy
Review the Bidding, Count the Cards: EPS Growth Rates
Have You Seen the Elephant ?: More on Earnings
The Heart of the Matter: Profits vs Earnings ?
Weekly Reader 21Oct07: Economy & Business
Market, Market, Nice Market, Here Market....
Models, Metaphors, Musical Chairs and Market Outlook
Weekly Reader 21Oct07: Markets ( & Risks !)
Tech, tech, who's got the tech: Greenberg on Definitions
Inflation Re-visited: Uncle Alan & Prof. Jim Chime In
Weekly Reader 14Oct07: Business
Weekly Reader 14Oct07: Markets & Ecoomy
Retail Sales: Wow, Were They Great...Good...Hmmm ?
Weekly Reader 7Oct07: Business
Weekly Reader 7Oct07: Markets & Economy
Dr. Pangloss Treating Goldie: Markets, Profits & Earnings
Weekly Reader 30Sep07 (Oops)...
What Are They Smoking ? : Latest Payroll Data
Fighting the Wrong Fight: Inflation Real & Imagined
On Being a Boiled Frog: the Strategic Outlook for US Industries
Thinking About Retail: Product Profitability and Retail Performance
The Unpopulated Middle: Tesco in the US
QR Mary: a Little High-Frequency Data and the Outlook
Dr. Pangloss Is In the House: Everythings Right With a Perfect Market ?
Weekly Reader: 23Sep07
Weekly Reader: 16Sep07 Business
Weekly Reader: 16Sep07 Economy & Outlook
Weekly Reader 16Sep07: Markets & Investing
Weekly Reader: 9Sep07
Weekly Reader 2Sep07 III: Business
Weekly Reader 2Sep07 II: Markets & Economy
Weekly Reader 2Sep07 I: Introduction & Key Readings
Market Takes: the Stages of Denial
Schadenfreude, Oh Schadenfreude: the Fed vs the Whingers
Praise Be, the Data Has Saved Us (NOT): New Homes & Orders
Weekly Reader:26Aug07
Weekly Reader 19Aug07B: Economy & Business
Weekly Reader 19Aug07: Markets & Investments
Weekly Reader/Linkfest: 12Aug07
A Little Market Music:S&P Short- & Long-term
Jobs, We Don't Need No Stinkin Jobs: Long-term Employment Trends
Weekly Reader: 05Aug07
Read, Read, Read: a Little Starter Executive Reading List
Kaptain Karl's Test: an Icahn-like Inventory of Enterprise Performance
Kaptain Karl Speaks: Performance, Executives & Outlook
Foggy Market Breakdown: GDP Component Changes
Reality Checks: the Latest GDP Report and Outlack ?
Reader for Jul29: Markets, Economy & Business
Weekly Reader for Jul29: Markets and Investments
Cusp Points & Consequences: a Little High Frequency Data
Aholes, Shirkers and Performance: a Draft People Principles Policy
Weekly Reader 22Jul07: Weekend Listings Cont'd
Weekly Reader 21Jul07: Interesting Links
Real SP500: Thinking About Strategy & Outlook
Market Drivers 3 (Buybacks):Investment, Hiring, Nah...Bonus, Bonus, Bonus !
Markets Drivers 2 (Buyouts): the Carry to Cash Economy
Market Drivers: Liquidity, Liquidity(Buyouts) and Buyouts (Buybacks)
Whee....Markets and Relative Performance
Aaargh, Captain Ye Best Take Care of the Crew
Headline vs Sub-text: Where's the "Financing" Indeed ?
Headlines, Schmedlines: Real Changes In GDP and Components
So, Dearie, What Time IS It, Anyway ?
Six Steps to Prosperity: HD Initiatives to Consider
Picking on HD Some More
People & Performance:Assets or Fungible Commodities ?
Headlines vs Realities: New Home Sales
Home Depot: a Little History
Markets, Earnings and PE
Value, PE and Mr. Benjamin
Tender is the Market
A Lurking Debt Bomb ?
Cheap at the Price: Nardelli, Home Depot and Performance
Pass 4: Residential Investment & Housing
Will the Real GDP Please Stand Up ?
Pass 3: Investment, What's Going on with Investment ?
Pass 2: a Little Finer Detail on GDP, et.al.
Pass 1+ - The 'REAL' Data (Output, Consumption, etc.)
Pass 1: What's "REALly" going On ?
Whose Economy: Goldie's or Cindy's ?

bizzXceleration: Performance, Value and Profit

Integrating Perspectives on Strategy, Operations and Management Systems for Total Enterprise Performance ................. (with Side Comments on the Business Environment: Economy, Markets and Geo-politics)

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