Threading a needle with yarn
The MBA said purchases for the week ended Friday fell to the lowest level since May ’97. After buying $1T+ of MBS and instituting...
Japanese Point of No Return
Be sure to see Vitaliy N. Katsenelson’s Japan: Past the Point of No Return
Japan – Past the Point of No Return; Call Me Mr. Realist
Vitaliy N. Katsenelson, CFA, is director of research at Investment Management Associates in Denver, Colo., and he teaches a graduate...
Threading the needle with yarn
The MBA said purchases for the week ended Friday fell to the lowest level since May ’97. After buying $1T+ of MBS and instituting...
Bracing for a Wave of Bank Failures
Too be filed under Doh!: “With bank failures running at their highest level in nearly two decades, the F.D.I.C. is racing to keep...
Headline of the Day: “Lending Falls at Epic Pace”
How can you not love that hedder? It sums up everything in the article in a tidy little package, and delivers it with style and grace....
Tuesday Reads
Tuesday afternoon links: • Targeting short-sellers attempts to shift the blame from the true culprits (Barron’s) • Harvard’s...
When Were Stocks Last Under Valued ?
In yesterday’s reads, I mentioned a The New Yorker article on Paul Krugman. One line in the piece jumped out at me: “Let’s put...
Pittsburgh International Airport After Hours
I cant say I would have used the time as productively stuck in a airport alone for 12 hours: Girl stuck in Pittsburgh airport overnight...
Guess Who Produced the Most Toxic CDOs?
Wait, don’t tell me, let me guess . . . The identification of securities in the document, known as Schedule A, and data compiled by...