The Big Picture

Let’s call this a bit of counter programming to all of our negative coverage of Fannie Mae (FNM) and Freddie Mac (FRE): Bill Gross,...

I’ve been playing with the prototype for the redesign for the Big Picture — and I have to say, it totally kicks ass! The...

Suing an analyst over a report is akin to blaming the shorts for your stock price: It is a waste of time and corporate resources, a huge...

Over the weekend, I was hard at work on Bailout Nation. I wrote these paragraphs on Sunday: "Mortgage brokers became very creative...

It looks like we have mixed evidence as to whether last week represented a Capitulatory low. My best guess is that last week will be an...

Interesting WSJ column about decoupling amongst various assets: "Turbulent financial markets are starting to look a little bit like...

A quick comment prior to running to a meeting: Last week’s deeply oversold condition allowed Treasury and SEC to orchestrate what...

I saw this last week and nearly fell out of my chair. Last week, President Bush scheduled a Press conference for 10:20am — the...

Question: How widely held is Fannie Mae and Freddie Mac paper? Answer: Very. Via Monday’s NYT: "For more than a...

“I didn’t get a chance to listen to your “To The Point” broadcast live. Anyway you can grab the audio porion of...