Mon 2008-03-17 00:00 EDT
Bear Topic in The Credit Debacle Catalog
Mon 2008-03-17 00:00 EDT
naked capitalism: Bear Death Watch: Update and Nightmare Scenarios
Bear Death Watch; naked capitalism; nightmare scenario; Update.
Mon 2008-03-17 00:00 EDT
naked capitalism: Bear Death Watch: Why It Failed
Sun 2007-12-23 00:00 EST
Bear In Mind > Was George Stephanopoulos lying about the PPT?
Bear In Mind > Was George Stephanopoulos lying about the PPT? plunge protection team created by Fed in 1989; cf. Sprott "The Visible Hand" pdf
Thu 2007-12-20 00:00 EST
Bear In Mind > Fannie Mae: Systemic time bomb
Bear In Mind > Fannie Mae: Systemic time bomb; half of issued debt bought by non-US investors; risky mortgage exposure 10x capital base; falling home prices drive foreclosures, huge Fannie Mae losses
Mon 2007-12-17 00:00 EST
Bear In Mind > Wipe out on Wall Street: Derivatives credit risk
Bear In Mind > Wipe out on Wall Street: Derivatives credit risk; ACA Capital hedge counterparty CIBC takes 3B markdown; major investment banks "dead men walking"
Fri 2007-12-14 00:00 EST
Bear In Mind > Goldman and Lehman: How much did you hedge?
Bear In Mind > Goldman and Lehman: How much did you hedge? Lehman takes 1% loss on fixed income portfolio despite "bsolute worst month on record by any measure for the fixed income markets"
Fri 2007-12-07 00:00 EST
Bear In Mind > The Big Rate Freeze: Good or bad for MBS?
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
Fri 2007-12-07 00:00 EST
Bear In Mind > The Big Rate Freeze: Much ado about nothing?
Bear In Mind > The Big Rate Freeze: Much ado about nothing?
Ado; Bear; Big Rate Freeze; mind.
Thu 2007-12-06 00:00 EST
Bear In Mind > What causes foreclosures?
Bear In Mind > What causes foreclosures? Falling prices spur foreclosures; GAO real estate study
Thu 2007-12-06 00:00 EST
Bear In Mind > Too Much Like 1929
Bear In Mind > Too Much Like 1929 (2007-04); chinese-american economic interconnections; similarities to pre-depression US-British conditions
Tue 2007-12-04 00:00 EST
DealBreaker.com
The Citadel Discount: Armageddon Scenario For Three Banks; E*trade/Citadel CDO pricing at 27 cents blows up Morgan Stanley, Goldman Sachs, and Bear Stearns
Fri 2007-11-16 00:00 EST
naked capitalism: Rating Agencies Created Incentives to Issue Paper More Profitable for Them to Rate
Einhorn on credit; rating agencies compromised; securitization flawed; charging too little for risk-bearing; rating agencies have privileged access to deal data; artificial securitization bias
issues papers; naked capitalism; profits; rate; Rating Agencies Created Incentives.
Thu 2007-09-20 00:00 EDT
Are we headed for an epic bear market? - MSN Money
Are we headed for an epic bear market? Jon Markman interviews Satyajit Das (MSN Money)