Archive - 2009 - Blog entry
October 14th
Reggie Middleton's Real Estate Rehash - 10/14/09
Submitted by Reggie Middleton on 10/14/2009 14:44 -0500Here I show a direct comparison of my "on the street, grass roots" and "spreadsheet" observations to that of what is portrayed in the media. Let me know if you see any discrepancies...
Congress Removes Authority to Ban Riskiest Derivatives Trades Because "There Was Concern That A Broad Grant To Ban Abusive Swaps Would Be UNSETTLING”
Submitted by George Washington on 10/14/2009 14:20 -0500Congress takes a dive before round 1 of the boxing match even begins.
If a Bubble Bubble Bursts Off Balance Sheet, Will Anyone Be There to Hear It?: Pt 2 - JP Morgan
Submitted by Reggie Middleton on 10/14/2009 02:38 -0500If a Bubble Bubble Bursts Off Balance Sheet, Will Anyone Be There to Hear It?
Submitted by Reggie Middleton on 10/14/2009 00:00 -0500 One of the quandaries of running a subscription service is that
when you have some really juicy stuff, you inherently limit the
audience that you are able to reach. Normally, this isn't that big a
deal. When you believe that there is a mass cover up aiming to prop up
the largest cadre of zombie, insolvent companies in modern history it
becomes a much bigger deal. This leads me to distribute a significant
amount of research for free.
October 13th
Deporting Alpha?
Submitted by Leo Kolivakis on 10/13/2009 21:13 -0500While portable alpha is theoretically appealing - beta is cheap so swap into equity and bond indexes and use the cash to invest in hedge funds that produce alpha - in practice it can turn out to be a nightmare, especially during a liquidity crisis.
China's Market Share Soars During Global Downturn
Submitted by George Washington on 10/13/2009 19:00 -0500China's export situation isn't as dire as you might assume ...
Debunking the "Too Big To Fail" Myth
Submitted by George Washington on 10/13/2009 17:24 -0500The government is STILL defending too big to fail on several ridiculous grounds.
A Lesson in Transparency by the NY Fed
Submitted by EB on 10/13/2009 12:50 -0500Chief executive officer and president of the Federal Reserve Bank of New York (and ex-Goldmanite), William Dudley, delivered a speech this afternoon that contains, with supreme gall and irony, a subsection called “Transparency.” The title of the speech was thoughtfully crafted to allow a redirect. So here we go…
Good morning, worker drones: This Week In Mayhem
Submitted by Project Mayhem on 10/13/2009 09:10 -0500Project Mayhem reviews the most important financial and geopolitical news of the past week and takes a look at the week ahead.
I'm going to try not to say I told you so...
Submitted by Reggie Middleton on 10/13/2009 04:48 -0500The sell side is pushing with all of their might to inflate the market...
Submitted by Reggie Middleton on 10/13/2009 04:34 -0500Will the SEC "Do the Right Thing"? The Flim Flam Scam FINALLY Gets Hit with a Fact Finding Inquiry
Submitted by Reggie Middleton on 10/13/2009 04:22 -0500It appears as if the guys from the SEC that read my blog are contemplating doing the right thing. They have actually looked into the company which I have nicknamed the "Flim Flam Scam" (my opinion only, but I feel it is aptly coined of course) after many years of flim flamming and... (you can guess the rest)
October 12th
More Risk? More Complexity?
Submitted by Leo Kolivakis on 10/12/2009 21:34 -0500More risk? More complexity? What are investors and trustees to do? Let me share some comments with you. The financial engineers are working hard to "tame risk" but in my experience when everyone is rushing to play the same game, they all knowingly (or inadvertently) add to systemic risk.
Government Leaders Said Bailouts Were Needed Because "The House Next Door Was Burning Down" . . . Were They Right?
Submitted by George Washington on 10/12/2009 18:21 -0500We Wouldn't Want Anyone to Get Hurt, Now Would We?
