August 1, 2008

Mortgage Market Week in Review

Tom Vanderwell here with another Mortgage Market Week in Review...Is it just me, or do Fridays keep coming around faster and faster? Maybe it's because I'm so young! Any way, it's time for our "Mortgage Market Week in Review." We're...

Google VC Fund and Managing Conflicts of Interest

Meant to weigh in on this sooner, but Google is going to launch a corporate VC fund. I've registered various times my general skittishness about such things, so I won't belabor that here, other than to say I can't imagine...

Which is More Worrisome: Inflation or Deflation?

A guest post from trader, surfer and semi-pro poker player, Jeff Norman. ---------------------------------------------------------------------------------------------------------------------.....Should the fed be more worried about inflation or deflation?  There are compelling arguments to worry about both and your answer may depend more on where you are...

links: beta-alpha flip, abandoned gas stations, macro uber alles, etc.

A few quick links to get people going "hmmm" on this foggy Friday (here in San Diego, anyway): Resurgent bearish macro hedge funds have people seeing next Soros (Bloomberg) Copper thieves cause delay in cancer surgery (LA Times) Live ATask...

GM Turns Cumulative Profit Clock Back to 1980s

Today GM turned in a jaw-dropping $15-billion second quarter loss. Coming on top of a $3.2-billion first quarter loss, and 2007's $38.7-billion loss, investors are naturally wondering one thing: Is GM now, like the airline industry, cumulatively unprofitable across its...

Stock Market Performance Round-up: We All Fall Down

In spite of a "teaser" of a rally and stock markets holding their July 15 lows, equities were still in the red for the month of July. I have put together a table of global stock markets' performances over various measurement periods, showing a rather unpleasant message.

Contest Winners: Largest Price Gain Since 2006 in OECD

There was oodles of participation in the contest I held earlier today on naming the country with the largest gain in residential real estate prices since the U.S. began tumbling in January of 2006. Thanks tons for all the guesses...