Tue 2008-09-02 00:00 EDT
The Institutional Risk Analyst: US Banks: The Good, the Bad and the Ugly
US Banks: The Good, the Bad and the Ugly, by Institutional Risk Analytics; 2008-07-23
good Topic in The Credit Debacle Catalog
Tue 2008-09-02 00:00 EDT
Information Arbitrage: Lehman: Following Good Bank/Bad Bank to Redemption
good-bank-bad-bank; Information Arbitrage; Lehman; redemption.
Mon 2008-08-04 00:00 EDT
London Banker: What's up with the covered bond push?
"Whenever Henry Paulson at Treasury, Ben Bernanke at the Fed and Shiela Bair at FDIC agree on anything, American taxpayers should check for their wallets...When the troubled bank nonetheless fails, our golden circle creditors get the good collateral in an expedited release from FDIC under its new policy statement. The FDIC is left with all the toxic waste assets and liability for depositor insurance claims, with no prospect of recovery"
Mon 2008-07-07 00:00 EDT
Hussman Funds - Weekly Market Comment: The Outlook for Inflation and the Likelihood of $60 Oil - July 7, 2008
"government spending expansion, regardless of the form, will tend to raise the marginal utility of goods and services while lowering the marginal utility of government liabilities.", hence encouraging inflation
2008; 60 oil; Hussman Funds; Inflation; July 7; likelihood; outlook; weekly market comments.
Mon 2008-06-23 00:00 EDT
The economics of nice folks
Sam Bowles argues people ofen act against self-interest for common good, economic institutions ignore or undermine intrinsic moral behavior
Thu 2008-06-19 00:00 EDT
Angry Bear: The Shrinking of Treehorn
packaged goods makers must raise prices or put less stuff in the package
Thu 2008-03-27 00:00 EDT
It's Time To Cut The Trade Deficit - Forbes.com
It's Time To Cut The Trade Deficit, by Peter Morici - Forbes.com; "Globalization is not an unalloyed good. We don't need 300-horsepower cars. And Wall Street is not a citadel of integrity."
com; cutting; Forbes; Time; Trade Deficit.
Sun 2008-03-23 00:00 EDT
The Big Picture | Investing in a Post-Fact Society (a/k/a, Were the Good Times a Mirage?)
"Many of the stated economic gains have been a false ghost. Whether it was overstated job creation (NFP), understated inflation (CPI) or "inflated" growth (GDP), a shocking amount of the debate about the economic expansion has been primarily spin."
Big Picture; good times; investment; K; Mirage; Post-Fact Society.
Sat 2008-03-22 00:00 EDT
Econbrowser: Another 75
by James Hamilton; "there is some point beyond which lowering the fed funds rate further will do more harm than good"
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 2007-09-28 00:00 EDT
Accrued Interest: You fixed us all pretty good
how CDO market aggravated housing bubble; proposed CDO reforms
Tue 2007-08-28 00:00 EDT
Hussman Funds - Weekly Market Comment: August 27, 2007 - Knowing What Ain't True
"Since 1999, the stock market has essentially gone nowhere in an interesting way, compared with risk-free Treasury bills." "One can go some distance in a mine field without anything blowing up it's just that the overall odds aren't good"
2007; ain't true; August 27; Hussman Funds; know; weekly market comments.