Archives

A discussion of current economic recovery.

A regional lender capitalizing on distress.

A review of a company that was poised to benefit from economic growth.

A discussion on Canadian economy and employment.

A discussion of gold.

A discussion of land as an investment.

A speech on financial stability.

A discussion about retail sales expectations.

A discussion fixed exchange rates and monetary policy

A discussion of TIPS in a deflationary environment.

A discussion of commercial real estate.

Bernanke's prescription for deflation.

Retail investors chase what is rising.

A discussion of the labor market.

Busted real estate investing in California.

A discussion of Chinese renminbi exchange rates.

More ways to invest in a revaluation.

A discussion of quantitative easing.

Fiscal deficits in the nineteenth century.

A description of an emerging market Telecommunication Company.

A discussion of a ‘tangible-lite’ brand business.

One of the last fixed income markets yet to rally.

A discussion of lending around the globe.

Gold as an investment.

An oligopoly with pricing power.

A review of Howard Marks' presentation.

A review of James Bianco's conference presentation.

Jerry O'Connor speaks about the commercial real estate market.

John Paulson explains his bullish view on gold.

Andrew Hall presents the case for higher oil prices.

Jeffrey Gundlach explains that the dollar will benefit in the current deflation

Paul Singer discusses his experience with the automobile bankruptcies.

Hunter Lewis explains where Keynes went wrong.

Davis Stockman explains why it may be different this time.

A discussion of the least publicized ‘too big to fail’ bailout.

Prices in certain housing markets have begun to rise.

A cheap option on increasing crude prices.

Errata

description: English speaking central banks expect monetary policy to be easy for a while..

The current recovery may surprise to the upside.

A company set to capitalize on stronger than expected economic growth.

An update on the mortgage and RMBS markets.

A discussion about gold.

A discussion of the banking industry.

A discussion about the Federal Reserve and its latest monetary tool.

Artifical lift in the oil and gas industry.

A discussion of banking in the BRICs.

A discussion of the fixed income market.

Monetary policy in times of crisis.

An undervalued company in run-off.

A central banker openly lobbies for a lower currency.

Bair prepares Congress for the worst.

Ben Bernanke explains his exit plan.

Chinese banks plant the seeds for the next credit crisis.

The return of the food crisis will be positive for fertilizer companies.

Freddie Mac’s preferred shares rally on the latest housing rescue plan.

The credit crisis in Eastern Eruope dissipates.

South Korean microeconomic and macroeconomic data surprises to the upside.

A conclusion to Grant’s Supermodel Portfolio.

A story about guarantees and the difficulty of removing them once grated.

Short description: The FDIC is rapidly expanding its employees and its budget.

A discussion of whether or not inflation can occur in today’s environment.

A nomination for risk czar.

A discussion of the Treasury market.

A discussion of residential real estate and residential mortgage backed securities.

Thoughts about Peter Bernstein.

A discussion of commercial real estate.

A discussion on the Federal Reserve system.

A discussion Claifornia’s budget crisis.

A discussion of the Treasury market.

A discussion of short memories.

An essay on emerging market telecommunications.

A discussion of exchange rates.

A speech on monetary systems.

A discussion of the FDIC.

An essay on quantitative easing.

A discussion of asset managers.

The story of a community banker on the front line.

A discussion of the Treasury market.

An essay on money and central banking.

A discussion of the fixed income market.

A discussion of property and casualty insurance.

A discussion of natural gas.

A comparison of asset heavy versus asset light companies in an inflationary environment.

A discussion of Singapore.

A recap of Steve Eisman’s conference speech.

Frank Partnoy introduces Ivar Kreuger.

A recap of Chris Burn’s conference speech

Barry Bobrow discusses bankruptcy financing.

A recap of Paul Isaac’s conference speech.

Jean-Marie Eveillard’s discusses what happened to value investors in 2008.

A recap of Martin Mayer’s conference speech.

A recap of Donald Coxe’s conference speech.

Signs of improvement in the economy are leading to an increase in speculation.

A comparison of past recessions and the government’s response to them with the current recession.

A discussion the current monetary system.

A discussion of how the insurance industry handled low interest rates in the 1940s.

An update on Grant’s Supermodel Portfolio.

A discussion of monetary policy in Europe.

A comparison of monetary systems.

A discussion of a Midwest chemical manufacturer.

An update on the Detroit housing market.

A discussion of a trade finance bank.

A discussion of money growth and inflation.

A historical discussion of two financial companies started in the early nineteenth century.

Cheap options for a banking recovery.

Opportunities in convertible and high yield bonds.

An update on subprime RMBS.

A discussion of money growth and inflation.

An update on the Grant’s Supermodel Credit Portfolio.

A discussion service companies and their customers.

A discussion of the loan and CLO markets.

A discussion of an investment opportunist from the 1930s.

A discussion of banking in Switzerland. Keywords:

An essay on money.

A discussion shifting interest residential mortgage securities and bankruptcy cramdowns.

A discussion of economic cycles.

A discussion of monetary growth

A discussion of sovereign credit.

An update on the Grant’s Supermodel Credit Portfolio.

A discussion of an oil field service company.

A speech about the current financial crisis.

A comparison of inauguration speeches.

A discussion foreign exchange markets.

A discussion about starting a bank.

A discussion of China and its impact on the world.

Where an investor that saw the real estate debacle coming has positioned himself for 2009.

A discussion of budget deficits.