Shared Profits, Not Losses
> The MSM article of the day is a NYT takedown of JP Morgan’s raping and pillaging of various cities and pension funds. The...
Time to get micro for a few weeks
With Bernanke on Friday again making it clear that he believes another program of asset purchases is needed to both help the economy grow...
Hey, Big Spender
There seems to be an increasing amount of rhetoric about government spending — how much of it there is, whether or not it’s...
Financial Crisis Inquiry Commission
From Manal Mehta of Branch Hill Capital: > I cannot do this justice by attempting to summarize – full transcript for session 3...
10 Questions for Greg Mankiw
Last week, I was surprised by an unusually disingenuous article by Greg Mankiw in the Sunday NYT column – “I Can Afford Higher Taxes....
A Man, A Tan, A Plan: Countrywide
This morning’s must read MSM article is a long form piece from Gretchen Morgenson, titled: How Countrywide Covered the Cracks....
The Subprime Debacle: Act 2
The Subprime Debacle: Act 2 October 15, 2010 By John Mauldin The Subprime Debacle: Act 2 Where is the Housing Recovery? The Foreclosure...