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...
Feb Consumer Confidence awful
Feb Consumer Confidence was awful as it fell 10 pts to 46, the lowest since April ’09. Expectations were for a small drop to 55....
Consumer Confidence was awful
Feb Consumer Confidence was awful as it fell 10 pts to 46, the lowest since April ’09. Expectations were for a small drop to 55....
Morning stuff
The Dec 20 city S&P/Case-Shiller home price index fell 3.08% y/o/y, about in line with expectations and fell .24% m/o/m NSA....
Fitch downgrades credit of Greek banking sector
Following the obvious news in Greece over the past few months, Fitch just downgraded the credit ratings of Greece’s 4 largest banks...
Case Shiller Price Drops Slow in Q4
The latest Case Shiller data for their National Home Price Index is out. It shows the “the pace of deterioration has stabilized for...
A Five-Step Guide to Contagion
I am in Tampa meeting with Raymond James Chief Investment Officer Jeff Saut, who graciously took us out on his boat yesterday in what I...