Recent Posts
Roy Ho's Blog
Return To Blog Listing
Target Audience: Political junkies; decision makers for overseas assets; professionals who mitigate political risk in North America.
Content: US/Canada politics and its relations to macro economic environment; International politics; Fundraising & a
Recent Posts Tagged With '美國'
USA Election 2000 – Iranian Edition (And Your $$)
The Iranian election becomes another election mess. The American (the first edition) version requires a Supreme Court to give a final answer. Iranian one? A Supreme Leader gives a final say. And the Supreme Leader says the incumbent wins. In ...
How To Use Swine Flu
This swine flu became a real political event: California declared a state of emergency; Homeland Security is making moves; Obama is making another TV appearance again. It so far looks like the market is reacting to the Fed statement rather than...
Is Obama To Re-Start The Nuremberg Trials Next?
Is Obama ready to re-start the Nuremberg Trials? Or forget Dufar trail in ICC? His decision of not prosecuting CIA officers employs the “I am only following orders” argument which is the exact defense employed during the Nuremberg Trials. O...
Anyone Understands Geithner?
Little reaction (criticism, actually) is out there considering the scale of Geithner’s proposal unless everyone is used to the lack of details from Obama Administration and is waiting for the real deal or no one understood what just happened. The f...
Geithner: What Did You ACTUALLY Say?
http://www.reuters.com/article/newsOne/idUSTRE52O6JP20090325?sp=true Geithner had a hearing, not quite an announcement on future regulation framework. And you cannot get much out of a hearing. So, if you were looking for a pdf of details that ...
Detox Plan: Taxpayers Fund 93%
Geithner announced the Detox plan. Stocks went up for a great deal. Investors probably are hungry for any positive headlines and don’t really want to read the content. AP writes that the taxpayers will actually fund 93% of the purchase. ...
AIG The Sacrifice: The Reflection Of America’s Political Risk
I agree quite a few points of this article in regard to the AIG episode. Of course, nothing is perfect. I would change a word here: “It will certainly make Mr. Obama’s task much more difficult when he tries to sell the public [my vers...
Navy Or Education?
Naval conflicts are obviously more exciting and therefore more headline deserving. However, Obama’s education announcement may have a greater impact over the US competitiveness. US’ timing of airing out these incidents at this time is inte...
Veto The Pork? Thought About The Cost Of Business?
Fourteen Senators are calling Obama to veto the budget (until 2009.09). Will Obama veto? If these 14 Senators are truly against the pork, they could eliminate the bill themselves. They would rather say they are against it, rather than calling t...
Obama, How Much Per Job?
Obama’s message in the first presidential TV press conference was straight forward. Who was he talking to? Sure we all want get going with the recovery. Where is the problem? If there were not problem, Obama would not have been talking. ...
Gimmick? What Difference Does It Make?
Obama did not actually ask for pay limit. Obama pretty much asks for pay through options: exercise to sell the stocks when you pay back the money to the government. Obama also asks for more say for the shareholders. Some will say such an ask is...
More Bailout Drama – Exactly What Obama Needs
Obama has been trying to distance himself from the Blagovich scandal. The questions are now revolving around his staff and how much he knew of the senate seat auction. No matter how clean he is and how hard he tries to move on to his agenda, m...
Obama Administration Begins! (Or ?)
Obama settled on his economic team late Friday afternoon, sending Dow 400 points higher, just above 8,000 points. Then, news about Citi’s (NYSE:C) bailout came about. This news probably marks the beginning of Obama administration. Here is als...
Who Just Financed The Auto Bailout? What Do They Really Want To Buy?
How much money are GM (NYSE:GM), Ford (NYSE:F) and Chrysler asking? $25B. What if someone already lent more than that $25B money to America 2 months ago? Should America use that money for the auto industry or something else? Like the new stim...
Market Is Still Waiting For Obama
How is the Obama administration doing? Obama may not have assumed the duties. However, he definitely started his impact. For one, gun sales are going up and that translates into stock prices already. S&P continues to fall. Starti...
Bradley Effect Or McCain Effect?
Is Bradley Effect still there? How can we find out? If we check the last polls before the election, Obama was having double digit leads. However, his popular vote is 53% against 47%, 6% lead. Here is a list of polls I gathered: Pol...
What Makes President Obama Not A Sure Thing
Are these undecided voters the key to this election? As of today (2008.11.03), Obama has 228 electoral votes where the state has >10% polling margin and 50 electoral votes where the state has >5% polling margin. The difference less than 5%...
Powell, What Makes A Good Endorsement?
An endorsement is similar to an advertisement. The endorser would want to make a difference. What is the difference to an election? Win or lose. You can win by 1 vote (W) or by a landside. They all give you the presidency. An endorsement th...
Why Bother With The Biden Announcement?
Biden announcement is a great news story for content distributors. For elections, VP is very tactical. VP does not alter the agenda presented to the candidates. History presents the agenda of the nation to the candidates. VP brings neither su...
Does Your Tax Money Have No Value?
A lot of people want to find out more about Obama and wonder if America will get its first Black president. How will value play in this election? I always wonder if such a question implies value may play differently in this election against the o...
The Common Interests of BP and Georgia, And Your Money
Ever since the Russia-Georgia conflict became the hot news item, the share prices of British Petro moves as CNN news stories are read. BP almost became the barometer of this crisis. Why BP? They got their pipelines there. BP is also having a ...
Obama And Stock Expectation
Economy is the top concern for voters. In theory, Democrat contender should have an easy win. However, poll shows Obama has only a small margin. Is race really the open question? Since this race is about Obama vs. anti-Obama, let’s check if...
