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.
Wed 2008-05-21 00:00 EDT
Jesse's Café Américain: The Shadow Exchanges Gather Their Forces; Goldman, UBS and Morgan Stanley agree on dark pools; secret market for big players
Sun 2008-05-18 00:00 EDT
"nventory of homes is now beyond a two year supply and growing, while prices are falling off the cliff." "at least a third of todays builders will be bankrupt within the next 18 months."largest source of inventory is the homes moving through the foreclosure process" "The snakes have moved out of the mortgage business and into the REO disposition business."
Decession; Depression; Mike Morgan; Mish's Global Economic Trend Analysis.
Tue 2008-03-25 00:00 EDT
Tue 2008-03-25 00:00 EDT
JP Morgan Rolls the Fed of New York (and BSC too), by The Institutional Risk Analyst
Tue 2008-03-25 00:00 EDT
Fed "loan" "to support J.P. Morgan's purchase of Bear Stearns...not a loan at all. The Fed and J.P. Morgan are creating an investment fund, to be managed by BlackRock."
Tue 2008-03-25 00:00 EDT
"this deal still stinks to high heavens...Not only were existing shareholders deprived of rights to reject the deal, JP Morgan and the bondholders should be the ones taking risk, not the Fed and not taxpayers."
Bear Stearns; Debate; Hussman; Mauldin; Mish's Global Economic Trend Analysis.
Mon 2008-03-24 00:00 EDT
Tue 2008-03-18 00:00 EDT
Dealbreaker - A Wall Street Tabloid - Business News Headlines and Financial Gossip - Why JP Morgan Did It Leverage Loans and Client Exposure To Shaky Financial Instruments Held By Bear Gave JP Morgan Strong Incentives To Rescue Bear's Portfolio, by John Carney
Bear Gave JP Morgan Strong Incentives; business news headlines; Client Exposure; Dealbreaker; Financial Gossip; JP Morgan; Leveraged Loans; Rescue Bear's Portfolio; Shaky Financial Instruments Held; Wall Street tabloid.
Tue 2007-12-04 00:00 EST
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
Tue 2007-09-25 00:00 EDT
Mike Morgan's Real Estate and Housing Industry Weekly Update for Portfolio Managers and Investors - 2007-09-23; "we're in deep doodoo." Robert Toll, Toll Brothers CEO
2007; Housing Industry Weekly Update; Investors; Mike Morgan's Real Estate; portfolio manager; September 23.
