Posts filed under “Credit”

David Einhorn on Credit Agencies

Apropos of our last post, a dozen of you (1st in: Scott Frew of Rockingham Partners) directed our attention to David Einhorn’s presentation at the Annual Graham & Dodd Breakfast.

The PDF text of the full  presentation is at Naked Shorts . . .

Category: Corporate Management, Credit, Derivatives, Real Estate

The Abysmal Track Records of Moody’s, Fitch and S&P

Category: Credit, Derivatives, Real Estate, Taxes and Policy

Quote of the Day: Dick Green

Category: Credit, Economy, Financial Press

The Modern Art of Sub-Prime Debt

Category: Credit, Derivatives, Finance, Psychology

Fannie Mae: Ouch!

Category: Corporate Management, Credit, Derivatives, Earnings, Short Selling, Technical Analysis, Trading

Falling Houses

Category: Credit, Derivatives, Real Estate

The Big Threat of Mortgage Credit Losses

Category: Credit, Derivatives, Economy, Real Estate

Fannie Mae Looks Like Hell

Fannie Mae’s fuzzy math: Fortune magazine reported that the lender changed the way it discloses bad loans, which could be masking rising credit losses. “Investors might want to take a closer look at Fannie Mae’s latest earnings report. Lost in the unsurprising news of the mortgage lender’s heavy losses was a critical change in the…Read More

Category: Corporate Management, Credit, Derivatives, Short Selling, Valuation

Trojan House

Category: Credit, Derivatives, Real Estate

Why Thain Over Fink?

Category: Corporate Management, Credit, Derivatives