Lessons Learned – or Not – From Bear Stearns
What We Didn’t Learn From the Bear Stearns Collapse Sifting though the conventional wisdom 10 years later. Bloomberg, March 19,...
JPM Buys Bear Stearns for $2 Share
Bear Stearns global headquarters on New York, March 17, 2008. This photo is seared into my memory — it was a decade...
Top Macro Issue for 2018? ECB Exit
Source: Torsten Slok, Deutsche Bank Research Torsten Slok discusses the ongoing “phase” differences between the...
Reminder: Dick Fuld Was a Terrible CEO
Don’t Forget Dick Fuld’s Record at Lehman The former head of the failed Wall Street firm is working on a comeback. Bloomberg,...
How the ECB should respond to a German fiscal boost
How the ECB should respond to a German fiscal boost Christian Odendahl Insight, 26 September 2017 A German stimulus...
10 Years after Northern Rock
10 Years after Northern Rock – is the UK more or less likely to see another bank run? Stephen Clarke Bank Underground, 19 SEPTEMBER...
Dalio on Principles
Here is 48 minutes of Dalio goodness: Ray Dalio says it took more than great returns to turn Bridgewater Associates into the...
EU Bailout Costs = Burden for Years
Interesting discussion about European bank bailouts from the Financial Times: The United Sates ostensibly broke even on its bailout...
Global Interest Rates: Still Lots of ZIRP
While the US Fed is raising rates, much of the rest of the world is still at or near Zero: click for larger table Source: Northern...