Archive - Jul 27, 2009 - Blog entry
Debt Repudiation – On the Table
Submitted by Bruce Krasting on 07/27/2009 21:19 -0500The NY Times describes a new breed of bad creditors, "Ruthless Defaulters". Ruthless or just fed up and angry? What is the 'tipping point' where default crosses over to repudiation?
Commercial Real State
Submitted by nickbarbon on 07/27/2009 20:59 -0500A phenomenal graph from Sean Keane at Triple T Consulting showing commercial real estate loan proportions of Tier 1 bank capital across the US...
Leading Economic Hope
Submitted by nickbarbon on 07/27/2009 18:59 -0500Floyd Norris at the NYT is excited about the Index of Leading Economic Indicators. Let's peek under the hood to see what's going on.
On Wall Street Compensation
Submitted by Anal_yst on 07/27/2009 16:52 -0500Information Arbitrage had a good summary of the Wall Street compensation argument over the weekend, and given the tension surrounding Phibro's Andrew Hall of-late, I think its high time to bring some logic and reason to the debate.
