Media Appearance: CNBC's Morning Call (11/12/07)

Monday, November 12, 2007 | 10:30 AM
in Media



This morning, I'll be guest hosting Morning Call on CNBC, from 11:00am to 12 noon. 

On today's agenda:

-Holiday Retail sales

-Year End Rally Possibility?

- Will M&A activity pick up for strategic reasons?

-Market sell off last week

-Inflation, Consumer Prices,

Last time I was on (10/22), we warned against exposure in the Financial sector -- that worked out pretty well. This time, they are asking are the Financials cheap yet? 

What about the private equity firms -- Fortress (FIG) and Blackstone (BX) ?


UPDATE: November 12, 2007 12:37pm

Here's the two Video segments up on the CNBC website:

Retail Slumming & Inflation
Mon. Nov. 12 2007 | 11:57 AM[02:18]

Retailer Desperation
Mon. Nov. 12 2007 | 11:37 AM[03:57]

Monday, November 12, 2007 | 10:30 AM | Permalink | Comments (15) | TrackBack (0) add to | digg digg this! | technorati add to technorati | email email this post



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I am strongly considering buying some BX today. Anyone care to dissuade me? I have a feeling that BX is the financial institution of the future, and that it has incredible upside from here (about 6 bn market cap).

Posted by: Adam | Nov 12, 2007 10:36:20 AM

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