Yearly Archives

2010

Links: 2010-10-16

Tehelka - BRIC is a thing of the past. All eyes are now on CIVITS TheDC OP-ED: One nation, under fraud | The Daily Caller - Breaking News, Opinion, Research, and Entertainment Chairman Bernanke Presents a Case for QE2 - Asha Bangalore,…

On the Value of Insurance

How to value gold is an age old frustration. As every schoolboy knows, it yields nothing and so can’t be valued on cash flows. It has very little industrial use. There is, however, a natural human tendency toward the use of currency so gold…

Links: 2010-10-15

Credit Writedowns Hungary Gives Markets A Dose Of Reality, Go Short HUF | Credit Writedowns The Broken Cash Register | Credit Writedowns Josh Rosner on Problem Loans in Banks' Mortgage Backed Securities | Credit Writedowns Bank…

The Broken Cash Register

Opinion seems nearly universal that what we are currently experiencing is not the typical business cycle with which we are familiar. Besides being the end of a long speculative bubble, and the magnitudes involved, the significance of what…

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