Yearly Archives

2010

The Subprime Debacle: Act 2, Part 2

by John Mauldin They Knew What They Were Selling It's hard to know where to start. There is just so much here. So let's begin with testimony from Mr. Richard Bowen, former senior vice-president and business chief underwriter with…

Links: 2010-10-23

Rosenberg: Vincent Fernando Is Wrong, The ECRI Did Predict That The Economy Would Suck Why the Fed is popular in Ecuador | beyondbrics | FT.com America’s Top 25 Foreclosure Banks - Deal Journal - WSJ Banker höjer bolåneräntor…

Dollar Doldrums

by Annaly Capital Management We attended a conference this week hosted by Grant’s Interest Rate Observer, which is always a mix of long and short investment ideas and bullish and bearish macroeconomic observations. This one was no…

Links: 2010-10-22

Finally We Find Out How Ray Dalio's Bridgewater Is Making Billions More Than Every Other Hedge Fund This Year Frankly you are frightening people | afoe | A Fistful of Euros | European Opinion YouTube - Murdoch's BSkyB Bid May…

PBoC Tightening Unlikely To Be Aggressive

by Win Thin News service is quoting China government economist saying that the central bank is seen as behind the curve and may need to hike twice more this year.  He added that an alternative would be hikes in commercial bank reserve…

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