Blogs

I think that in the environment we are heading in, there will be a premium placed on liquidity. Long gone are the days where you tie up your money for ten years in private equity or accept lock-ups of three years with some hedge fund (some are stupid enough to do this).

Bank of Canada's Council Member Timothy Lane has some interesting things to tell the market.

August 24, 2009 will undoubtedly go down as a day of celebration at Zero Hedge as the thus-far bullet proof Federal Reserve was ordered to produce documents improperly withheld from Bloomberg reporters Mark Pittman and Craig Torres.

The Chinese ascent over last decade has lowered the degree of separation between China and the global economy: what happens in China doesn’t stay in China (not anymore), it spills over to the rest of the world.

While Harvard regroups and tacitly admits its mea culpa, most pension parrots will keep repeating the same mistakes, losing billions in the process. They will all learn the hard way.

My ramblings on how the banking system is broken and what to do about it.

After some interesting disclosures over the past week -- including the fact that a large percentage of the U.S. market volume is comprised of just five financial stocks -- let us review new information and take a look at the week ahead, in order to make some sense of the train wreck already in progress.

!---This is an attempt to harness the ZH brain trust, an invitation to discuss---!

A couple of days ago Yves Smith of Naked Capitalism posted a comment, Who Is Tyler Durden? The post generated over 187 comments (and still counting), most of which were infantile swipes from morons claiming that one blog is better than the other one.

I got carried away too and used language that I shouldn't have, but after sleeping on it, I want to offer you some of my thoughts on these blogging brawls and bragging rights.

To spare you the trouble of having to waste your time reading and to spare me the embarrassment, there will be no comments this week. Just graphs.

China projects to the world a similar image as Japan did in the 1980s. Yet we know how that (Japanese) story played out: a bust of a major banking/real estate bubble, a contracting economy for almost two decades, accompanied by deflation, ballooning debt, etc.

I break the first two rules of ZeroHedge and reveal Tyler Durden's hidden agenda.

ZH under assault again. This fight is getting interesting. My thoughts.

The Dollar Index continues to trend lower, and it is at real risk of seeing accelerating losses.

Wall Street and FRE come up with another bright idea. A nothing for nothing swap. The folks at FHFA should be congratulated.