Quite an interesting reading list today: • Take apart Goldmans SEC defense line by line, and it does not look pretty for GS: Fisking...
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Another good infographic, via the WSJ: > > Source: The Busted Homes Behind a Big Bet CARRICK MOLLENKAMP , MARK WHITEHOUSE And ANTON...
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In the post below we said that the Goldman case is a game changer. We said that based on two assumptions. One was that Goldman loses its...
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We haven’t looked at this chart in a while, but let’s pull up the ole NSA Existing Home Sales, courtesy of Calculated Risk:...
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Existing Home Sales totaled 5.35mm, 60k more than expected and up from 5.01mm in Feb. Contracts were likely signed in the Dec-Jan time...
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I continue to hear a number of commentators blame the entire collapse on Fannie Mae. Like the prior group of cads who tried to blame the...
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This is the course I must navigate daily . . . > via XKCD
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March PPI rose .7% m/o/m, .2% above expectations but the core rate was in line, up .1%. Food prices rose 2.4% m/o/m while energy prices...
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