Credit Writedowns
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Links: 2010-03-20 – Bank Failure edition (plus repo man for the rich)
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Links: 2010-03-12 – Yellen for Fed Vice Chair, Bank failure Thursday and more
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The fake stress tests and the coming wave of second mortgage writedowns
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Replacing market failure with regulatory failure
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The mindset will not change; a depressionary relapse may be coming
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January’s FDIC cease and desist and other administrative orders
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Links: 2010-02-21 – shadow inventory, depression in Latvia and more
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Is AIG the main CDS insurer for Greek government debt?
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The coming wave of second mortgage writedowns
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John Mauldin: A Bubble in Search of a Pin
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