Fri 2008-07-04 00:00 EDT
naked capitalism: Commodities "Dramatic Secular Reversal" Coming? (And Qatar Says Oil Markets "Oversupplied")
comes; Commodities; Dramatic Secular Reversal; naked capitalism; oversupply; Qatar Says Oil Markets.
Thu 2008-07-03 00:00 EDT
Hell hath no limits--By Wendell Berry (Harper's Magazine); "Our true religion is a sort of autistic industrialism"; "our 'identity' is located not in the impulse of selfhood but in deliberately maintained connections"; "in the phrase 'free market,' the word 'free' has come to mean unlimited economic power for some, with the necessary consequence of economic powerlessness for others"; "we confuse limits with confinement...our human and earthly limits, properly understood, are not confinements but rather inducements to formal elaboration and elegance, to _fullness_ of relationship and meaning"; "we want to make our economic landscapes sustainably and abundantly productive, we must do so by maintaining in them a living formal complexity something like that of natural ecosystems. We can do this only by raising to the highest level our mastery of the arts of agriculture, animal husbandry, forestry, and, ultimately, the art of living."
Fri 2008-06-27 00:00 EDT
"Destruction of credit via massive writedowns..., accompanied by sharply rising unemployment rates, falling wages, and curtailment in credit lines everywhere is simply not an inflationary environment"; "ery likely new all time lows in the 10-year treasury yield and 30-year long bond are coming up"
Tue 2008-06-17 00:00 EDT
The Vigorish of OTC: Interview with Martin Mayer; former DTCC CEO Jill Considine; Jerry Corrigan; Keating Five; "a lot of what is called innovative is simply a way to find new technology to do what has been forbidden with the old technology"; "Banks globally have been miserable failures when it comes to combining investment and commercial banking"
Institutional Risk Analyst; interview; Martin Mayer; OTC; Vigorish.
Tue 2008-06-03 00:00 EDT
Calculated Risk: S&P: More Write Downs Coming for Morgan Stanley, Merrill and Lehman; "Contained. Problems behind us. ... Not!"
Calculated Risk; Lehman; Merrill; Morgan Stanley; P; s; write-downs coming.
Thu 2007-12-27 00:00 EST
by Elaine Meinel Supkis; Japanese carry trade "flood of money exiting Japan is the root cause of the coming equity collapse"
Fri 2007-12-21 00:00 EST
The Coming Collapse of the Modern Day Banking System
Tue 2007-12-11 00:00 EST
bank failures; comes; Mish's Global Economic Trend Analysis; wave.
Mon 2007-10-08 00:00 EDT
Winter (Economic & Market) Watch >> Credit Conditions: Halloween is Coming
comes; credit conditions; economic; Halloween; Market; watch; winter.
Mon 2007-09-10 00:00 EDT
Coming U.S. Hard Landing; naked capitalism; Nouriel Roubini.
Fri 2007-09-07 00:00 EDT
The Coming U.S. Hard Landing, by Nouriel Roubini; "the first real crisis of the new world of financial globalization and securitization"