Summit Notebook

Ritholtz: I zig when everybody zags

June 8, 2010

INVESTMENT-SUMMIT/RITHOLTZ

The U.S. economy is experiencing an ongoing but slow recovery, says Barry Ritholtz, director of equity research at Fusion IQ. But that’s not stopping him from enjoying discounted prices in a low-inflation environment, at least when it comes to his personal spending habits. The world is on sale if you’ve got the money to spend, he told the Reuters Investment Outlook summit in New York when asked, for example, if he might spend less while on a vacation or forego a purchase or two.

Talbots still has too many shops: shortseller

December 8, 2009

KRAVETZApparel retailer Talbots announced a deal that will reduce its debt by about $330 million through its purchase of a blank check company.

Expect action in Japanese M&A

July 7, 2009

After falling off a cliff at the start of this year as the global financial crisis gripped, mergers and acquisitions by Japanese companies overseas are likely to pick up again in the second half of this year, according to boutique Japanese M&A advisory firm Recof Corp.

Signs of life in Japanese private equity

July 7, 2009

The conventional wisdom is that private equity is comatose in Japan, at best, with some major firms leaving Tokyo, deal numbers sliding and even old Japan hands like Advantage Partners seen as looking to exit mature investments.

Nikkei recessive exuberance

July 7, 2009

If the Nikkei’s spring rally from multi-decade lows whet appetites for a “Japan is back” soaring benchmark, it’s time to check that excessive exuberance, says Deutsche Securities’ Naoki Kamiyama, who sees a top of 10,500 yen for the Nikkei 225 and 1,000 for the Topix over the next year.