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December 11, 2009, Vol. 27, No. 24

The case of the reluctant recovery

A discussion of current economic recovery.

Banks for free

A regional lender capitalizing on distress.

Pick didn’t click

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

The future unspools in Canada

A discussion on Canadian economy and employment.

November 27, 2009, Vol. 27, No. 23

Cool thoughts on a molten metal

A discussion of gold.

Cheap as dirt

A discussion of land as an investment.

Down with stability

A speech on financial stability.

Unreasonable expectations

A discussion about retail sales expectations.

November 13, 2009, Vol. 27, No. 22

Say 'thank you,' little Singapore

A discussion fixed exchange rates and monetary policy

TIPS on the couch

A discussion of TIPS in a deflationary environment.

For the not-1930s

A discussion of commercial real estate.

Bernanke at his word

Bernanke's prescription for deflation.

Breathless for bonds

Retail investors chase what is rising.

October 30, 2009, Vol. 27, No. 21

On the coming shortage of labor

A discussion of the labor market.

Busted in O.C.

Busted real estate investing in California.

Bullish on turmoil

A discussion of Chinese renminbi exchange rates.

More options

More ways to invest in a revaluation.

What’s you’re hurry, central bankers?

A discussion of quantitative easing.

October 16, 2009, Vol. 27, No. 20

David A. Wells for Treasury Secretary

Fiscal deficits in the nineteenth century.

Talk is cheaper

A description of an emerging market Telecommunication Company.

House of brands

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

Best of the worst

One of the last fixed income markets yet to rally.

No loans for nobody

A discussion of lending around the globe.

October 2, 2009, Vol. 27, No. 19

'Tears to my eyes'

Gold as an investment.

Title holder

An oligopoly with pricing power.

We got 'E'

A review of Howard Marks' presentation.

Requiem for a decade

A review of James Bianco's conference presentation.

Bullish on a building

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

'I have doubts'

John Paulson explains his bullish view on gold.

'Virtually guaranteed'

Andrew Hall presents the case for higher oil prices.

Bullish on C-notes

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

Closed shop

Paul Singer discusses his experience with the automobile bankruptcies.

Keynes undressed

Hunter Lewis explains where Keynes went wrong.

This Mises moment

Davis Stockman explains why it may be different this time.

September 18, 2009, Vol. 27, No. 18

Under the cloak of respectability

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

Hope for housing

Prices in certain housing markets have begun to rise.

Options on crude

A cheap option on increasing crude prices.

Like warm beer


Something about the English language

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

September 4, 2009, Vol. 27, No. 17

Green light for recovery

The current recovery may surprise to the upside.

Leverage to the turn

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

Mortgage exit strategy

An update on the mortgage and RMBS markets.

You can’t print it

A discussion about gold.

Not so special

A discussion of the banking industry.

August 7, 2009, Vol. 27, No. 16

'Excess' is the word

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

Lift for Lufkin

Artifical lift in the oil and gas industry.

State of credit

A discussion of banking in the BRICs.

We all scream for Treasurys

A discussion of the fixed income market.

July 24, 2009, Vol. 27, No. 15

From the mouths of the ancients

Monetary policy in times of crisis.

High-yield equity

An undervalued company in run-off.

Kick my currency

A central banker openly lobbies for a lower currency.

Failures in the wings

Bair prepares Congress for the worst.

He’s got a plan

Ben Bernanke explains his exit plan.

July 10, 2009, Vol. 27, No. 14

China channels ‘Monkeybrains’

Chinese banks plant the seeds for the next credit crisis.

Fertilizer feast

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

Hope over experience

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

Thanks to you, IMF

The credit crisis in Eastern Eruope dissipates.

World trade rallies

South Korean microeconomic and macroeconomic data surprises to the upside.

June 26, 2009, Vol. 27, No. 13

Goodnight, sweet Supermodel

A conclusion to Grant’s Supermodel Portfolio.

Ken Lewis back story

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

FDIC confidential

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

Question Authority

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

Miskin for risk czar

A nomination for risk czar.

Is that all there is?

A discussion of the Treasury market.

June 12, 2009, Vol. 27, No. 12

Horrible? Certainly. Bearish? Not necessarily.

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

Life begins at 65

Thoughts about Peter Bernstein.

Early bird specials

A discussion of commercial real estate.

Fed stress test

A discussion on the Federal Reserve system.

Golden State litmus

A discussion Claifornia’s budget crisis.

Waiting for Bernanke

A discussion of the Treasury market.

May 29, 2009, Vol. 27, No. 11

Age of amnesia

A discussion of short memories.

Cheaper talk

An essay on emerging market telecommunications.

Bet against tranquility

A discussion of exchange rates.

Shame of the mandarins

A speech on monetary systems.

Shelia Bair: Let her speak

A discussion of the FDIC.

May 15, 2009, Vol. 27, No. 10

Watch what they do

An essay on quantitative easing.

'Solid across the void'

A discussion of asset managers.

View from the front

The story of a community banker on the front line.

Yet they call it 'Treasury'

A discussion of the Treasury market.

May 1, 2009, Vol. 27, No. 09

Festival of unintended consequences

An essay on money and central banking.

Greed comes knocking

A discussion of the fixed income market.

Stocks are casualties

A discussion of property and casualty insurance.

High-beta gas

A discussion of natural gas.

April 17, 2009, Vol. 27, No. 08

Tangible asset weigh-in

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

Switzerland with humidity

A discussion of Singapore.

A long and a short

A recap of Steve Eisman’s conference speech.

Madoff's a piker

Frank Partnoy introduces Ivar Kreuger.

China comes last

A recap of Chris Burn’s conference speech

Loans to bankrupts

Barry Bobrow discusses bankruptcy financing.

Revulsion report

A recap of Paul Isaac’s conference speech.

When value slept

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

Down with CDS

A recap of Martin Mayer’s conference speech.

Universal cooling

A recap of Donald Coxe’s conference speech.

Green shoots and fatuous optimism

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

April 3, 2009, Vol. 27, No. 07

Sold to you, Uncle Sam

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

Mandarin job bank

A discussion the current monetary system.

Paradox of safety

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

Supermodel tuneup

An update on Grant’s Supermodel Portfolio.

The last domino

A discussion of monetary policy in Europe.

March 20, 2009, Vol. 27, No. 06

For a better fuse box

A comparison of monetary systems.

Chemical reaction

A discussion of a Midwest chemical manufacturer.

Cigar butt city

An update on the Detroit housing market.

Cheaper and better

A discussion of a trade finance bank.

Ain't seen nothin' yet

A discussion of money growth and inflation.

March 6, 2009, Vol. 27, No. 05

Putting off til tomorrow

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

Options on recovery

Cheap options for a banking recovery.

Converts on sale

Opportunities in convertible and high yield bonds.

Triple-A upgrade

An update on subprime RMBS.

Obama the bull

A discussion of money growth and inflation.

February 20, 2009, Vol. 27, No. 04

Supermodel grooming

An update on the Grant’s Supermodel Credit Portfolio.

Pick and shovel

A discussion service companies and their customers.

CLOs for sale

A discussion of the loan and CLO markets.

Emulate Odlum

A discussion of an investment opportunist from the 1930s.

Storm in a port

A discussion of banking in Switzerland. Keywords:

February 6, 2009, Vol. 27, No. 03

A brief history of the world

An essay on money.

Opportunists’ picnic

A discussion shifting interest residential mortgage securities and bankruptcy cramdowns.

For the 13-month year

A discussion of economic cycles.

Crashing crystal

A discussion of monetary growth

January 23, 2009, Vol. 27, No. 02

Treatise on a quirk

A discussion of sovereign credit.

Supermodel report card

An update on the Grant’s Supermodel Credit Portfolio.

Buy a great company

A discussion of an oil field service company.

Blame the League

A speech about the current financial crisis.

Populism mellows

A comparison of inauguration speeches.

And the monetary winner is. . .

A discussion foreign exchange markets.

January 9, 2009, Vol. 27, No. 01

Let's call it Contra-Bank

A discussion about starting a bank.

Fulcrum country

A discussion of China and its impact on the world.

Riding the refi wave

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

As far as the eye can see

A discussion of budget deficits.

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