Howard Davies on Europe’s Debt Crisis, Solutions
Howard Davies, former deputy governor of the Bank of England and former director of the London School of Economics, talks about the...
QOTD: Ratings Agencies Jobs
What is the function of Ratings Agencies? The answer to that question was most pithily expressed thusly: might “The function of a...
10 Tuesday AM Reads
My morning reading material: • Behold the incredible shrinking work force (NY Post) • What happens in Europe won’t stay in Europe...
Yes, Virginia, the banks really were bailed out.
Steve Randy Waldman writes the blog interfluidity. His take is usually away from the mainstream, and always interesting. ~~~ I find it...
Exile on Wall Street: Bad Banks, Bad Money & the American...
Exile on Wall Street: One Analyst’s Fight to Save the Big Banks from Themselves by Mike Mayo is one of the more important books to...
If S&P follows thru, what will it mean for EFSF?
While the announcement by S&P last night was not a total surprise (it is for Germany and Finland I believe but market says...
Do Ratings Agencies Still Matter?
Old joke about Analysts: You do not need them in a Bull market, and you do not want them in a Bear market. > I was thinking about that...
The Euro Debate Gets Philosophical
The Euro Debate Gets Philosophical John Mauldin December 5, 2011 ~~~ Europe is rapidly approaching the denouement, the Endgame, of its...
Time for a Site Refresh
So I have been mulling about a few things I would like to do to the site: • Develop iPhone/Android Mobile version of the blog; • Come...