Tue 2008-10-07 00:00 EDT
(Washington Post); ``Low interest rates, easy money and malleable accounting rules are what plunged Wall Street into crisis. Yet it is low interest rates, easy money and malleable accounting rules that top the list of federal fixes''
Tue 2008-09-23 00:00 EDT
An Open Letter to the U.S. Congress Regarding the Current Financial Crisis, by John P. Hussman; ``the plan advocated by Treasury is essentially a plan to bail out the bondholders of financial institutions that made bad lending decisions, with little help to homeowners that are actually in financial distress''; Paulson bailout plan
Tue 2008-09-23 00:00 EDT
by Lee Adler; ``By assuming most of the bad debt from the financial system (if thats even possible), the government will be infecting itself with the disease it has been seeking to treat''
Tue 2008-09-02 00:00 EDT
US Banks: The Good, the Bad and the Ugly, by Institutional Risk Analytics; 2008-07-23
Tue 2008-09-02 00:00 EDT
good-bank-bad-bank; Information Arbitrage; Lehman; redemption.
Thu 2008-07-03 00:00 EDT
gap management; "Trading risk becomes liquidity risk when you can't trade...Do real stress-testing of liquidity scenarios and construct a capital structure that address much of the liquidity risk posed by non-standard assets...So why do risk managers and bank managements' so consistently make bad decisions? Probably because there is an over-reliance on measures that are seemingly quantifiable."
Banker Buddies; Blackstone; FAS 157; Information Arbitrage; straight-talking; wrong.
Thu 2008-07-03 00:00 EDT
"eems a move designed to mollify critics without admitting to bad practices in bread-and-butter products"
CPDOs; Moody's Sacks Structured Finance Head; naked capitalism.
Thu 2008-06-12 00:00 EDT
Jesse's Café Américain: Feds Warn on Another Wave of Bad Debt Write-Offs
Bad Debt Write-Offs; Feds Warn; Jesse's Café Américain; wave.
Tue 2008-06-10 00:00 EDT
Tue 2008-06-10 00:00 EDT
Jesse's Café Américain: Feds Warn on Another Wave of Bad Debt Write-Offs
Bad Debt Write-Offs; Feds Warn; Jesse's Café Américain; wave.
Tue 2008-06-03 00:00 EDT
"China has lost control of its monetary policy"
Fri 2007-12-14 00:00 EST
"he best we have is palliatives. We can either take the losses, as the US has repeatedly told third world countries in similar fixes to ours, or we can go the Japan route of socializing the cost of propping up bad businesses and deals, or we can expand the money supply considerably and let inflation eat away at the value of the debt overhang." bearish UBS economist George Magnus calls for rate cuts
Fri 2007-12-07 00:00 EST
Bear In Mind > The Big Rate Freeze: Good or bad for MBS? traditional NPV analysis modification versus foreclosure to be disregarded in favor of fast track loan modifications
Mon 2007-09-10 00:00 EDT
by John Authers; George Magnus: market trying to transfer bad assets from "secondary sector" to banks
