Posts filed under “Credit”

How to Become a Bank


Source: Bloomberg

Category: Corporate Management, Credit, Digital Media, Finance

Category: Credit, Think Tank

United Nations of Debt

Source: Visual Capitalist

Category: Credit, Digital Media

Greeks Say ‘Oxi’ to Lemon Socialism

What do Greece, Ireland and the U.S.have in common? Each experienced what was termed at the time a “new financial era” that produced an enormous expansion of its finance sector. This led to an intoxicating combination of aggressive lending, leverage and recklessness. In each case, the era ended in a financial crisis; perhaps most important,…Read More

Category: Bailouts, Credit

The Trouble with Macro

Markets around the world start the week bracing for trouble as Greece spirals further into crisis. Can the country avoid a full-blown default? Will there be a Grexit? Will it stay in the euro zone and keep the single currency? It all looks like an unknowable gamble. Which leads us to this question: How big a challenge is it…Read More

Category: Credit, Hedge Funds, Investing, Really, really bad calls

 

Category: Credit, Think Tank

Mortgage Borrowing among Most Creditworthy Abates

Just Released: Mortgage Borrowing among Most Creditworthy Abates Andrew Haughwout, Donghoon Lee, Joelle Scally, and Wilbert van der Klaauw Liberty Street Economics May 12, 2015       Today’s release of the New York Fed’s Quarterly Report on Household Debt and Credit for the first quarter of 2015 reports a flattening in household debt balances. The slow growth…Read More

Category: Credit, Real Estate, Think Tank

Liquidity Mismatch Helps Predict Bank Failure and Distress

Category: Credit, Think Tank

Are the Borrowing Costs of Large Financial Firms Unusual?

Category: Credit, Think Tank

Bond Tantrum or Schnitzel Tantrum

Bond Tantrum or Schnitzel Tantrum David R. Kotok Cumberland Advisors, May 14, 2015       “tan’trum, n. [earlier form tantarum suggests pseudo-L. coinage on tantara.] a violent, willful outburst of annoyance, rage, etc.; a fit of bad temper.”  Source:  Webster’s Deluxe Unabridged Second Edition. Tantara is the Roman word for the blast of a horn…Read More

Category: Credit, Fixed Income/Interest Rates, Think Tank