Open Thread: Rally Pause or Reversal
Let’s open her up to the crowd — is this merely a little back and filling, or is the market getting tired? How about this $6B...
Understanding Today’s Housing Market, 1Q11
I am speaking at Jonathan Miller’s group of RE people tonight at 4:00. If you are in the audience, be sure to say hello . . .
The Buggy Whip Conundrum
> Dave Wilson of Bloomberg notes that the improvement in Unemployment is bypassing those who have been unemployed the longest. This is...
QE3: Bank of Japan Current Account Balances
From Bianco Research, comes this chart of the Bank of Japan Current Account Balances; This is consistent with our prior discussion that...
10 Things to Emulate from Japan
10 Things to Emulate from Japan View more presentations from Effect Works
Uh-Oh: Traveling This Week
Just a quick heads up — I will be in California most of this week, and Charlotte for a day or so next week. By now, y’all...
Attention WSJ OpEd: Correction Needed
Invictus here, requesting a correction from the WSJ. In an editorial on Saturday, the WSJ made the following demonstrably false claim,...
FATAL RISK: A Cautionary Tale of AIG’s Corporate Suicide
The latest book for your shelf of credit crisis reads is FATAL RISK: A Cautionary Tale of AIG’s Corporate Suicide by Roddy Boyd. It...
Advice to Irish: Prepackaged Bankruptcy for Banks
Our story so far: Irish banks went hog tulip-wild, building out a huge residential and commercial boom. The construction was far beyond...
60 Minutes on Fraudclosure
Be sure to check out the video from 60 Minutes: The Next Housing Shock on Bank fraud and foreclosure.