Bernanke Bailout


Category: Bailouts, Economy

Debt Forgiveness

Category: Credit

Central Bank Spam

Category: Federal Reserve, Web/Tech

The Battle Over the Bottom in Financials

Another fun discussion with Henry. As you can see, I have trouble forming an opinion . . .


Note: I have a great deal of respect for Tom Brown — like Dick Bove, another smart guy I hate being on the opposite side of a trade from — but he has simply been way too early in his bottom calls.

Street Fight: Analysts Battle Over the Bottom in Financials
Henry Blodget
Yahoo, August 12, 2008

See also:
RBS slumps to one of biggest losses in UK banking history
Angela Monaghan
Telegraph, 10:35am BST 08/08/20081

Wachovia boosts loss to $9.11 bln, cuts more jobs
Jonathan Stempel
Reuters Aug 11, 2008 7:02pm EDT

Michael Price Shorts Citigroup, Sees Few Banks to Buy   
Jeff Kearns
Bloomberg, Aug. 12 2008


Category: Corporate Management, Credit, Derivatives, Valuation, Video

Inflation At 17-Year High

Category: Data Analysis, Energy, Inflation

Greenspan’s Housing Bottom: Agree or Disagree?

Category: Credit, Economy, Real Estate

July 2008 U.S. Foreclosures

Category: Credit, Economy, Real Estate

Greenspan Calls a Housing Bottom (Again)

Category: Credit, Federal Reserve, Fixed Income/Interest Rates

Credit Crisis ‘Only Now Beginning’

David Goldman, a portfolio strategist at Asteri Capital, talks about the outlook for the U.S. financial-services industry, the impact of the hedge-fund model on market volatility and his investment advice.

Click for audio

00:00 U.S. economy, consumers, savings
01:24 Hedge-fund model, volatility, "catastrophe"
04:10 Banking volatility, credit crisis outlook
08:20 Hedge fund vs. private equity model: AIG
09:55 Merrill’s balance sheet; mortgage securities
12:42 Off-balance-sheet entities; bank solvencies
15:59 Outlook for banking illiquidity, hedge funds
18:06 Expense to tax payers; investment advice

Running time 20:03


Asteri’s Goldman Says Credit Crisis `Only Now Beginning’: Audio
Bloomberg, August 13, 2008 19:24 EDT

Category: Credit, Derivatives, Economy, Video

Detroit Houses = $1

Category: Economy, Real Estate