Causation Analysis: What “But Fors” Caused the...
They’re back! The usual crowd of ne’er-do-wells are seeking to divert attention from their own roles in the crisis, and shift...
Dinallo: What I Learned at the AIG Meltdown
NYS Insurance Commissioner Eric Dinallo lays out what he sees as the 4 key elements of the AIG collapse: 1. Insurance policyholders at...
Dodd Interviews for Future Banking Job
President Obama’s milquetoast, watered-down, belated plan to regulate the banking industry was inexplicably labeled “too...
Blog Crash!
Still trying to figure out what went wrong today with the site (Maybe it was those pictures) Regardless, a clusterf&^% from start to...
Will goldilocks ever come back? One day maybe but not now.
With a month and 2 days into 2010, the relationship over the past 10 years between stocks and gold remain on track and that is stocks are...
Art Cashin Trader Talk 2.2.10
Arthur Cashin, director of floor operations at UBS, has the buzz from the NYSE. Tues. Feb. 2 2010 | 8:50 AM ET
Pending Home Sales stabilize after Nov tax uncertainty plunge
Dec Pending Home sales rose 1% m/o/m, right in line with expectations and follows the 16.4% plunge in Nov where there was uncertainty...
Welsh Letter Investment letter – January 2010
~~~ Investment letter – January 21, 2010 THE GREAT EXHALE The National Association of Business Economics has declared that the...
Bailout Skyline
Speaking of bailouts: I have a funny little story that relates indirectly to TARP and government bailouts. Last week, we moved into new...