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Monthly Archives: July 2007
China Moves Out of Treasuries to Support the Mortgage Market
The Bush administration is very serious about it getting China to support the market in mortgage-backed securities.
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Posted in bonds and loans
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iPhone Questions for Kevin Maney
Does Kevin Maney
take requests? I do hope so, because Walt Mossberg’s mailbox
column this morning uncharacteristically raises more questions than it answers.
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Posted in technology
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Shari It Didn’t Work Out
It’s not easy, being the daughter of a media mogul and working for your dad.
Elisabeth Murdoch left News Corp to start her own company,
Shine. Today we learn
that Shari Redstone is leaving Viacom.
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Posted in defenestrations, Media
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The Blogs vs Dennis Kneale
Forbes managing editor Dennis Kneale isn’t having a good time
of it in the blogosphere today.
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Posted in Media
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Chart of the Day: Fixed vs Variable Subprime Default Rates
Alea today finds the most astonishing
chart, which I simply have to reproduce:
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Posted in housing
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Why the Subprime Mess Doesn’t Require a Fed Rate Cut
Brad DeLong has
capitulated.
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Posted in fiscal and monetary policy, housing
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Blowing Bubbles
Both Shiller and Leonhardt conclude the same thing: that stocks are expensive.
Which is a bit weird, considering that, relative to everything else, they certainly
seem as though they’re actually
rather cheap.
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Staying Sanguine About the Bear Stearns Losses
DealBook
today sets up a mini cage match between me and Janet Tavakoli:
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Posted in bonds and loans, hedge funds
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Bear Stearns Needs English Lessons
What is it about banks that they find it impossible to write in English?
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Posted in banking
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NYT Economics Coverage Shrinks
To kill Economic View but to keep Ben Stein alive betrays a sense of priorities which can’t bode well for the NYT Business section.
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Posted in Media
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Bancroft Minority Can’t Block a Dow Jones Sale
It looks like the Bancrofts will sell out to Rupert Murdoch.
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Posted in Media
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Management-Speak, Mixed Metaphors Edition
Joseph Giannone, of Reuters, has a Q&A with UBS investment
bank CEO Huw Jenkins up on the web today.
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Posted in banking
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Both Bear Stearns Hedge Funds Have Positive Valuations
That seems to be what
the WSJ is reporting this afternoon, at least:
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Posted in hedge funds
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John Mackey Still Hasn’t Resigned
Whole Foods CEO John Mackey wants
me to forgive him. (I shop at Whole Foods on the Bowery – great sausage
selection – so I count as a "stakeholder" in the company.) Well,
I don’t forgive him. Not at all.
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Posted in defenestrations, stocks
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Does Pregnancy Prevent Women Getting MBAs?
Business schools should make more of an effort to accommodate mothers.
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Posted in leadership
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Corrupt Finance Minister Watch: Miceli Goes, Patino Stays
If you had to guess, a few weeks ago, which Latin finance minister would be
forced to resign in the wake of a corruption scandal, your answer would be very
easy: Ricardo Patiño of Ecuador, who was censured by
his own congress on Friday for insider dealing in his own country’s debt –
a deal which reportedly
netted investors more than $150 million, while Ecuador itself made a healthy
$50 million.
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Posted in defenestrations, emerging markets, governance
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Why Highly-Rated CDO Tranches are a Bad Bet
Lets’s say you are given a choice between two AAA-rated bonds. Both have the
same probability of default, which is very low. But Bond X defaults pretty randomly,
while Bond Y defaults only during times of economic catastrophe. Which would
you prefer?
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Posted in bonds and loans
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A Brief History of Chinese Industrial Policy
The most impressive economic success story of the past 30 years has been the
astonishing resurgence of China, which is likely to become the world’s third-largest
economy this year.
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Posted in development, economics
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CNBC Has A Winner
Mary Sue Williams has
won the CNBC Million Dollar Portfolio Challenge.
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Posted in Media
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Fundamental Analysis Is Useless
Barry Ritholtz reads Mark Hulbert, and saves
the rest of us a Barron’s subscription.
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Posted in stocks
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When Banks Diversify Internationally
Bloomberg is running a 2,000-word
story today on how Bank of America and other banks with little in the way
of international diversification are likely to underperform the multinational
US banks this earnings season.
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Posted in banking
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The Ethics of Markets
Steve Waldman continues
the debate
about short-selling by looking at markets in ethical terms:
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Posted in economics
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Do Portfolio Managers Model the Illiquidity Discount?
Neil Shah of Reuters brings up the perennial
debate about "mark to model" behavior among fund managers.
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Posted in bonds and loans
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M&A Trial Balloons Move to the Web
Paul Murphy had a kindasorta
scoop today:
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Mackey’s Sock-Puppetry is No Joke
The Wall Street Journal’s editorial page weighs
in today on the subject of John Mackey and his sock-puppetry.
"Apparently U.S. financial regulators don’t get the joke," says the
leader-writer, although I can’t see anyone else smiling in here.
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Posted in governance, stocks
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