TARP Warrants
Repaying TARP and what that means, with Bob Jones, Old National Bancorp; Lou Brien, DRW Trading Group strategist; and Jim Bianco, Bianco...
Recall Why TARP Funds Were Necessary
Now that the bulk of the crisis has passed, and the panic has subsided, the banks want to return the money, no strings attached. Return...
Global Stock Markets At A Turning Point
Stock prices are consolidating after their recent strong rally. So where are they going next? 5/20/2009
Where are the natural buyers?
While some recent housing data has shown some signs that the housing market is close to a bottom, the purchase component of the weekly...
Strategy Update plus Victoria Falls
David R. Kotok co-founded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. He holds a B.S. in...
Housing Starts
I mentioned the weak housing starts yesterday (New Construction Falls 54%: Less is More), but here is a great chart from RM that puts it...
In China, Rock Beats Paper
Good Evening: On the surface, the tiny changes in asset prices in the U.S. on Tuesday might not seem like much to write about. Mixed...
Bailout Nation: Where Are the Bloggers?
Felix Salmon asks an oddly interesting question: “As befits a book from such an assiduous source-citer as Ritholtz, Bailout Nation...
The Big Picture Conference
We’ve had a great response to The Big Picture Conference, particularly to the video which will be available (for a fee) on the site...
A Sense of Optimism ?
The sense of optimism that the worst of the economic downturn has passed and the outlook looking forward is much improved continues to...