PIIS country (ex G) yields lower thx to Portugal
Successful bond auctions in Portugal at around 5:50am, both a 3 yr and 10 yr, sent European stock markets higher on the day after being...
Volcker: Reconsidering Basic Tenets of Financial Theory
Today’s must read media piece comes from former Fed Chair Paul Volcker, in the NY Review of Books: “Some five years ago, at a...
Comparing Financial Regulatory Reform Bills
The WSJ has a terrific table comparing the House & Senate versions of the Financial Regulatory Reform bills: > click for table
Read It Here First: Buy What You Hate
You may recall I mentioned a recent trade in Citigroup, and Bank of America, posted under the headline “Buy What You Hate.”...
Tuesday Reading
Some reads for a Tuesday afternoon . . . • Kass: Placing Our Bets, Once More, on the Banks? (TheStreet.com) • U.S.’s $13 Trillion...
Diamond Offshore Getting Hit On Stories They Are Leaking Crude...
Street Insider – Diamond Offshore (DO) Falls On Leak SpeculationShares of Diamond Offshore Drilling Inc. (NYSE: DO) are under...
Personal Bankruptcy in America
Giant graphic of information, courtesy of Billshrink: click for ginormous graphic
Oil Slickonomics – 7A
David R. Kotok Chairman and Chief Investment Officer Oil Slickonomics – Part 7 June 7, 2010 > A few quick notes in response to the...
What impact Europe?
Adding more anecdotal info to the focus on Europe’s woes and its impact on global growth, MMM at an investor conference is saying...