King Report: Greek Crisis Turns into a Political Crisis > The Greek Crisis has become a major political crisis for Europe. • Due to populace pressure against bailouts, politicians are... Read More
Federal Reserve Declares Recession Over Last month, we noted that the St. Louis Fed had declared in their charts that the recession was over (Dude, Where’s My Recession Bar?).... Read More
Krugman: What Have Learned From the Crisis (if anything)? Economist Paul Krugman speaking recently at MIT about the financial crisis of the last few years: Krugman: What Have Learned From the... Read More
Is The Second Leg Of The Credit Crisis Starting? In an earlier post titled “CDS rates, What Is The Thermometer Telling Us?” we said: Sovereign default rates are moving higher across... Read More
Deficit Hawks Want New (or double dip) Recession One of the oddest things to come out of the entire credit crisis, recession and muddling recovery has been the sudden re-emergence of... Read More
The Age of Balance Sheet Recessions: What Post-2008 U.S.,... The Age of Balance Sheet Recessions: What Post-2008 U.S., Europe and China Can Learn from Japan 1990-2005 Richard C. Koo Chief Economist... Read More
Soros, Brady, Reed, Donaldson and Bogle Favor Volcker Rule No surprise here: The elder statesmen of Wall Street favor the Volcker rule: “Put aside for a moment the populist pressure to... Read More
Gasparino: The Sellout That’s the name of Charlie Gasparino’s new book, The Sellout. And its also what his colleagues over at CNBC might be thinking... Read More
Shadow Inventory Of Troubled Mortgages There is a substantial research piece out by S&P looking at distressed mortgages (better late than never). You can read the entire... Read More
Alacra Pulse > Interesting website that compiles analyst commentary and media coverage on stocks: Street Pulse, finds comments by sell-side,... Read More