Deconstructing Greenspan
“Not only have individual financial institutions become less vulnerable to shocks from underlying risk factors, but also the...
The Single Best Investment EVER
http://www.msnbc.msn.com/id/21134540/vp/27045406#27015995
http://www.msnbc.msn.com/id/27045699/
Quote of the Day: Fair Value Accounting
> Wachovia went out with a book value of $75 billion. Citi paid $2 billion. Could it be that asset values are overstated, not...
SEC: Brokerage Collapse Was Our Fault
The chairman of the Securities and Exchange Commission, a longtime proponent of deregulation, acknowledged on Friday that failures in a...
Take this weekend off, Hank
Today’s MSM article worth reviewing is a pair of opinion pieces from across the pond: The first is the delightfully titled Take...
Level Three Assets: Banks & Brokers
Three terrific charts on Level 3 assets — these are the difficult to trade/value/sell junk. Check out Citi, and Fannie &...
Murdoch & the WSJ Editorial Page
Most sane investors know not to take anything at face value from the rabid idealogues who live in the WSJ Op-Ed section. But...
Real Versus Nominal SPX Returns
Interesting chart from Art laffer, the father of Supply Side Economics and a regular guest on Kudlow.
Favorite Posts 2004
2004 Augmented Unemployment RateJanuary 10, 2004 Global Synchronized Boom January 14, 2004 Is the...
Favorite Posts 2003
Not-So-Hidden Agenda: Strategic and Economic Assessments of Middle East Pre War Analysis, March 19, 2003 The New “Productivity...