Amusing: Via Peattie and Taylor
Fannie Mae: Ouch!
On Friday, we noted that Fannie Mae Looks Like Hell. In the weekend linkfest, we noted the Fortune article about Fannie Mae, as well as...
Falling Houses
We get Housing Starts tomorrow morning at 8:30am Sadly Amusing belated autumn leaves:
The Big Threat of Mortgage Credit Losses
In various publications, Ben Stein has been flogging the meme that because the sub-prime mortgages are such a relatively small percentage...
Fannie Mae Looks Like Hell
Fannie Mae’s fuzzy math: Fortune magazine reported that the lender changed the way it discloses bad loans, which could be masking...
Why Thain Over Fink?
Here’s something you may not have heard: The surprise selection of NYSE CEO John Thain as Merrill’s new CEO over the more...
Financials: Worse than they look?
On Tuesday, we wondered aloud what the S&P500 might have looked like had the true nature of the Financial sector’s true...
S&P500 ex-Risk ?
Here’s an issue I have been mulling over, without a satisfactory answer: There have been many investment thesis (thesii?)...
