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Monthly Archives: August 2007
Paul Krugman Does a Hail Mary Pass
Krugman recommends that the Federal government buy mortgages to rescue stressed borrowers. Does he realize that the only realistic way to make this happen in our Brave New World of voodoo credit is to expropriate assets?
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Posted in banking, housing, regulation
1 Comment
The MySpace-WSJ Barbell
WSJ.com had 4.5 million unique visitors in
July. That’s less than the LA Times, and less than a third of what nytimes.com
gets. Even a second-tier blog like consumerist.com can boast
over 2 million uniques.
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Posted in Media, publishing
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Pearlstein Looks for a Fed Bailout
If financial markets are frothy for a while and then revert to sensible levels
– but don’t overshoot – then does that constitute a fully-blown
financial crisis?
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Posted in economics, fiscal and monetary policy
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Bear Got a Sugar Daddy?
Yves Smith of Naked Capitalism submits: Bloomberg tells us that Bear Stearns’ shares rose 13% on an analyst’s comments that the firm “may” have secured an equity investment. Now events may prove me wrong, but Bear has been out looking … Continue reading
Posted in investing
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Carry Trade Unwinding? It Looks Real This Time
Is the long-dreaded unwinding of the carry trade finally happening?
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Posted in foreign exchange
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Our Fragile Financial System
Funny how quickly our financial system went from “robust” and “well-diversified” to “fragile.”
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Posted in banking, derivatives, regulation
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How Hedge Fund Managers Apologize
Paul Kedrosky has shoved 3,085 words of hedge fund manager
non-apology apologies into Microsoft Word’s Auto-Summarize feature and boiled
them down to two sentences.
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Posted in hedge funds
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Moody’s: An LTCM Type Failure Possible
Moody’s warns of a possible rerun of the LTCM crisis. We should be so lucky.
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Posted in Portfolio
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A Wee Introduction
Yves Smith of Naked Capitalism submits: As you may know, Felix Salmon has been so kind as to give me the keys to the castle while he is away on holiday for the next few weeks. It’s particularly sporting of … Continue reading
Posted in Announcements
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Yves Smith, Market Mover
Introducing a guest blogger.
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Posted in Announcements
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When Dynastic Control Fails
Equity Private says that dual-class share structures don’t
do what they’re designed to do:
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Posted in Media, publishing, stocks
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Chart of the Day: Fed Funds
Who says that the Fed hasn’t cut the Fed funds rate between meetings?
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Posted in charts, fiscal and monetary policy
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Goldman’s Hedge-Fund Sweetener Revealed
We bloggers like to speculate, and on Monday I hazarded
a guess that the don’t-call-it-a-rescue injection of liquidity into Goldman
Sachs’s Global Equity Opportunities hedge fund would reward investors with lower
fees than would normally be available to them.
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Posted in hedge funds
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Stocks: The Long View
David Leonhardt looks
at p/e ratios today – but not the p/e ratios we know and love, where
the denominator is this year’s (or last year’s, or next year’s) earnings.
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Posted in stocks
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They’re Both Green, As Well
The new issue of Portfolio
is now online!
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Posted in development
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When Cheap Bonds Look Attractive
Henny Sender gets a
little bit ahead of herself in the WSJ today, although she does pick up
on something important: that as the price of debt falls, it’s starting to become
more attractive, on a relative-value basis, than equity.
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Posted in bonds and loans
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Keeping Dow Movements in Perspective
Kudos to the NYT and WSJ this morning, in the wake of another 200-point drop in the Dow yesterday.
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Posted in stocks
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The $5,000 iPhone Bill
The bill is $5,086.66. For one month’s phone usage.
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Posted in technology
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Private Equity: The Bankruptcies Begin
Just how smart is Stephen Feinberg, the principal of Cerberus
Capital? Portfolio’s Daniel Roth tells
us:
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Posted in private equity
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How Tight Are Mortgage Underwriting Standards, Really?
The WSJ’s Jonathan Karp wants to tell us "How
the Mortgage Bar Keeps Moving Higher", in the words of his headline.
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Posted in housing
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Tuesday Links Yearn for Liquidity
Sometimes a blogger finds himself with a vast number of tabs open in his web browser, some of which are getting decidedly stale.
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Posted in remainders
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Cramer’s Meltdown Spills Into Print
There’s a school of thought that Jim Cramer just plays a screaming
nutcase on
TV, that in reality he’s actually quite smart and knows his onions.
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One Question for David Viniar
What, exactly, was it that saw a 25 standard deviation move?
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Posted in banking, hedge funds
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New York City Gets Federal Congestion Pricing Funds
Great news today: despite the city missing the application deadline, the federal
government has awarded
New York City $354 million for its congestion pricing plan.
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Posted in cities
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Dissecting Hedge Funds
Blessed with the genius of hindsight, Veryan Allen has decreed
that "the recent stat arb problems were almost inevitable".
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Posted in hedge funds
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