Meredith Whitney

Note: I am going to be playing catch up here for a while since I have been away from my computer for most of the week. So this is the first in a series of post reviewing what the US political elections mean for the economy and markets. I…

I was reading through an article at Reuters on the problem that public pension plans are having with shortfalls that can only be made up via increased tax revenue, increased investment returns, or decreased benefits. The Reuters article…

The bottom line is this: Forget about Meredith Whitney. State and municipal governments are carrying a load in operating and pension costs that cannot be sustained through downturns in a secular bear market as the US population ages. These…

Alice Schroeder, a former Wall Street analyst and the author of the only approved biography of Warren Buffet, has Meredith Whitney's back. She says the macro view that Whitney presents on U.S. states and municipalities is largely correct.…

We are now seeing almost all our sell signals go off and we recommend clients hedge portfolios and reduce market exposure. We have advised clients in the past to hedge their portfolios and reduce exposure when all our sell signals have gone…

Here is a good segment on CNBC that takes another look at the muni issue which Chris Christie and Meredith Whitney raised on 60 Minutes on Sunday.  Benjamin Thompson of Samson Capital says he can't get the numbers Meredith Whitney used…

States and local governments cannot rely on the Federal Reserve to print money. As they face financial difficulties not seen since the 1930s, this is significant. We see the consequence of this difference on display daily in the sovereign…

On Gold EconomPic: On the Value of Gold Vietnam considers end to gold import ban; global prices rise | beyondbrics | FT.com Correction Could be Coming For Gold – CNBC Why has the price of gold risen 300%? | Kenneth Rogoff |…

Christopher Mier, municipal strategist and managing director at Loop Capital Markets LLC, talked to Bloomberg's Betty Liu this past Friday about Meredith Whitney's report stating that the U.S. federal government may have to bail out some…

Meredith Whitney has a new report out that she has been working on for two years called "Tragedy of the Commons" in which she rates several U.S. states. Based on Whitney's analysis, problems in municipal finance could be the next…