Eden Rock Capital Management Llp: Market Commentary - January 2010

(Reuters) - Australia's Westfield Group is not expected to snap up any assets from the collapse of General Growth Properties Inc. despite its cash pile of nearly $6.5 billion, due for uncertain outlook for that U.S. economy and the global credit market.







Can you imagine what happens to Microsoft's share price if Barclay's decided it wanted to get rid of 100 million securities? How about 200 million or all 400 million? Obviously, it will have to do so slowly and gradually, or elsewhere the marketplace for Microsoft's stock would fail.

Recently, Equities sent out two bulletins touting the these stocks, Biophan Technologies (BIPH) and Callisto Pharmaceuticals (KAL). Biophan has industry cap of just $85 million and Callisto's is merely $45 billion.

Consumer spending remains strong in spite of the weak GDP and in the neighborhood . putting cash into flow in the U.S. economy in spite of the sluggish GDP growth. "Comments from the Fed yesterday noted inventories are now at more respectable levels. People don't think the GDP number really means that much because takes place is looking for a gain in momentum the actual world second quarter," Cardillo persistent.

Chrysler can be an entirely different animal at the same time. Chrysler is in definite need of short-term cash. And although they seem like a competent candidate for aid, is actually no one slight issue that creates me worried. The majority owner of Chrysler is a company called Cerberus Capital Management. Up for this point, CCM has refused to make any effort to helping Chrysler. This may raise red flags, irritated is, in Congress. Is a good majority owner won't help you, then why should the tax payers? If CCM doesn't look for ways to help Chrysler, then chances are that they will receive get.

The International Monetary Fund and World Bank were created in the 1940's. It really is into the idea of Economic Hitmen (a whole book unto itself). He downplays entirely . physical violence and highlights the role of Hedge Funds. Has been no need for real hitmen - governments did what they were told because with the vast sums of money involved.

Red Bank, N.J.-based home builder Hovnanian Enterprises(HOV_) reported a much wider loss for its fiscal second quarter as. last year as gross margins deteriorated and contract backlog terminated.

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