Tue 2009-04-21 00:00 EDT
by Edward Harrison; ``any solution for recapitalization must address future writedowns and loan losses of assets already on the books if it is to be successful''
Banking crisis response; Guest Post; naked capitalism; thought; United States.
Sun 2009-02-01 00:00 EST
``watch as [banks] steal trillions from the yet-unborn. Future sonograms will show the shackles around their tiny ankles.''
4 trillion; bad banks; Bank rescued; Goldman; issue; naked capitalism; reaching.
Thu 2009-01-15 00:00 EST
The Prime Solution: Interview with Eric Hovde, by The Institutional Risk Analyst (IRA); ``he manifest statist, anti-market tendencies of Ben Bernanke and Tim Geithner should disqualify both of these men from future roles in the economic rebuilding effort''; FICO demise predicted; ``There isn't going to be any [real estate] development in New York once the current projects are complete. Nothing.''; Bear, AIG should all have been put into bankruptcy; ``the same economic team that lit this fuse and let this fuse go 12 years ago is now about to come back into power...It is stunning to me that we are not seeing a wholesale switch-out of these Goldman Sachs participants or their protégés''
Eric Hovde; Institutional Risk Analyst; interview; Prime Solution.
Mon 2008-12-08 00:00 EST
``I dont think its prudent to automatically assume that any of this will result in inflation at any time in the forseeable future. We remain in a deflationary debt collapse, and until I see evidence that this slide is beginning to reverse, I want no part of any major committment to an inflation trade''
fact; Faithful; Looming Inflation; matter; Wall Street Examiner.
Sun 2008-11-23 00:00 EST
by Anonymous Political Consultant John Brown; ``In a system, which is entering a period of semi-permanent crisis, to plant oneself or one's party in its political center is to make yourself responsible for a political system which is forever failing, losing legitimacy and eventually its right to rule. In the long run, the future will belong to whichever political force flies the boldest flags, stands credibly far enough from those who will be held accountable for our troubles, and curses the loudest at the coming darkness.''
Tue 2008-09-02 00:00 EDT
Pricing loans based on cost of capital
Tue 2008-08-26 00:00 EDT
The End of the Beginning - Developments in the Credit Crisis, by Satyajit Das (Prudent Bear); 2008-05-27; ``limited recognition of the massive de-leveraging of the global financial system that is under way.'' ``The banking systems ability to supply credit is significantly impaired and will remain so for the foreseeable future.'' ``Changes in financial markets will have a significant impact on many companies that now rely on financial engineering rather than real engineering'' Das proposes: ``holdings and values of risky assets held by banks and investment banks must be accurately determined...Risky assets must be valued on a hold-to-maturity basis...Mark-to-market accounting should be suspended...Capital levels should be set on a bank-by-bank basis by regulators...Capital requirements should be eased...government [should] guarantee of all major bank liabilities''
Fri 2008-08-08 00:00 EDT
Fri 2008-07-04 00:00 EDT
"Krugman and Birger are grossly misinformed about the way physical crude is actually priced in the global oil market."
366; Futures Prices Determine Physical Oil Prices; Peak Oil Debunked.
Fri 2008-06-20 00:00 EDT
"commodity prices are the result of portfolio shift against liquid assets by sovereign investors, sovereign wealth funds, partly triggered by lax monetary policy,...olicymakers should seriously start worrying about inflation and stop chasing imaginary destabilising speculators."
Exploding Commodity Prices Signal Future Inflation; naked capitalism.
Thu 2008-05-29 00:00 EDT
debunking Michael Master's testimony regarding commodity speculation; tacit cartel on the producer side, accommodating speculative futures prices, while managing spot supply? Steve Randy Waldman
Wed 2008-05-28 00:00 EDT
Fed Risk: Interview with Dick Alford; Institutional Risk Analytics; former fed economist Richard Alford argues Fed misread inflation for deflation, Fed fighting the wrong battles; "US population is not ready to hear that their real levels of income, assets prices and other indicia of national well being may be falling or relatively stagnant for the foreseeable future."
Fed Risks; Institutional Risk Analyst; interview; Richard Alford.
Fri 2008-03-28 00:00 EDT
Mysterious discrepancies in grain prices baffle experts, by Diana B. Henriques, International Herald Tribune; disparities between futures, cash markets; question "whether farmers, who rely almost exclusively on the cash market, are being shortchanged by cash prices that are lower than the derivatives market says they should be."
grain prices baffle experts; International Herald Tribune; Mysterious discrepancies.
