Charlie Rose tonite: Bill Ackman and Joe Stiglitz
Set your TIVOs: Tonight’s show (Apr 24, 2009) looks to be a good one: 1. A conversation with hedge fund manager Bill Ackman and...
Stress Test: Not Very Stressful
I am reviewing the White Paper the Fed just released: “All U.S. bank holding companies with year-end 2008 assets exceeding $100...
Video-o-rama: Economy – recovery or relapse?
Video-o-rama: Economy – recovery or relapse? The video clips below come via my hotel room at Dana Point, California, where I am...
Bear Market Rally? Look at Gains & Volume
In the light of today’s rally, perhaps it would be instructive to look at the volume on some past rallies. Fortunately, William...
New Home Sales Fall 30.6% in March
Another ugly New Home Sales report: There was no statistically significant monthly improvement, as the reported change of 0.6% was...
March New Home Sales
March New Home Sales, a measure of=20 contract signings of new homes, totaled 356k annualized, almost 20k more tha= n=20 expected and Feb...
Survival of the Fittest
Ford is joining Best Buy and Bed Bath & Beyond in taking advantage of their competitor’s woes while at the same time executing...
The Elusive Housing “Fair Value”
Over the past few years, I have frequently referred to US housing as over priced and over valued by traditional metrics. These include:...
Afternoon Linkfest
Let’s revisit the old linkfest days: • U.S. Is Said to Prepare Filing for Chrysler Bankruptcy (New York Times) See also Who...
The Credit Crisis and Cycle Proof Regulation
The Credit Crisis and Cycle Proof Regulation1 1 Remarks delivered by Raghuram G. Rajan, Eric Gleacher Distinguished Service Professor of...