February 20, 2009
Deliriously good and though-provoking rant on where we are, where we’re going, and what we should be doing (James Quinn) Growth black swan in Brazil (Morgan Stanley) Chile is in a league of its own (Morgan Stanely) Inside China:...
Here is your moment of good financial news zen, or maybe we should call it optimism porn: Shark Attacks Dip To Five Year Low In 2008 Sagging Economy May Have Played A Role Fewer People Heading To Beaches For Vacation...
Back in early October I asked people to talk me down from the Wells Fargo ledge. The stock was trading not far off its highs, and I couldn't figure out why, given its exposure to broken housing markets, its light...
Quick scan of the financials today, with BAC, C and WFC all off eye-popping amounts. Note to Tim: Having no clear plan for the banking system is not a plan, unless your intent is to make everyone exit all banking...
Another day, another bevy of bank nationalization rumors. It is unsurprisingly crushing the banks, causing rational people to exit, and type converting the constituency for bank equity holders largely into the same people who buy lottery tickets at your local...
Loved this elegiac quote from FT's Lex column on the dwindling ranks of triple-A rated companies: On the shrubby uplands of the bond market ecosystem lives a dwindling band of relics from another age: the triple-A rated companies. In the...
Summit to tackle ballooning US deficit (FT) The Lords Of Finance And Creation (Forbes) The crisis strengthens the U.S.'s relative economic position worldwide (Asia Times Online ) Commodity Price Volatility and World Market Integration since 1700 (NBER) Switzerland threatened...
