- Back to the Homebuilders vs. the Banks (15 comments)
- Bad CRE, Rotten Home Loans, and the End of US Banking Prominence? (19 comments)
- Bair 6:1 (7 comments)
- Bank Lobbyists Are Not Only Trying to Kill NEW Legislation, They Are Trying to Weaken EXISTING Regulations (8 comments)
- Bank Of America Amazed By Goldman's "Unmatched Risk-Taking/Risk-Management Skills" (19 comments)
- Bank Of America Merrill Lynch Gets Paid To Pay Itself Back In Developers Diversified (17 comments)
- Bank of America's (BAC) Lewis says doesn't see commercial real estate as a major bubble
- Bank Stocks attempting to get a "Party" going?? (50 comments)
- Banking Hell, Tuesday, January 12, 2010 (36 comments)
- Banking: To Trade or Lend, That Is the Question
- Bankrupt State Of California Starts Selling Office Buildings, CB Richard Ellis Markets Largest Office Portfolio In America (51 comments)
- BarCap Charts Tale For 2010 (8 comments)
- Beating a Dead Horse (13 comments)
- Before Citi Is Forced To Move Its HQ To Weehawken
- Behind the Sentiment Disparity: Main Street vs. Wall Street (17 comments)
- Beige Book: All Is Good (As If You Didn't Know); Snow Wordcount: Six Instances (64 comments)
- Bernanke Reconfirmation Vote Passes 16:7, Full Vote Count (119 comments)
- Bernanke's Done Deal Reconfirmation May Not Be A Done Deal After All (49 comments)
- Beta Boosts CPPIB's Q2 FY2010 Results (1 comment)
- Biggest European IPO In Two Years Cancelled After Major Valuation Disconnect (10 comments)
- BlackRock's Crystal Ball into 2010 and the Next Decade (66 comments)
- Blame it on Rio? (4 comments)
- Blast From Citi's Phenomenal Analytic Past
- Blast From Citi's Phenomenal Analytic Past
- BNP Paribas (BNP FP) says not exposed to real estate bubble in Dubai
- BofA/BONY Versus AIG – No Winners (21 comments)
- Bonds & Equities: Expect a Major Shift (34 comments)
- Books that will help gain sanity in insane market - Part 2 (18 comments)
- Bottom In Home Prices, a Decade Away (43 comments)
- Bouygues (EN FP) expects a 150 basis point decrease in operating margin for real estate in 2009
- Broken Incentives: “People See What They're Incentivized to See. If You Pay Someone Not to See the Truth, They Won’t See the Truth.” (11 comments)
- Business Cycle, Debt Cycle... And Now Printing Cycle (26 comments)
- BXP's Mort Zuckerman: "The Economy Is Worse Than It Looks" (38 comments)
- Caisse Lagging its Peers? (3 comments)
- Caisse Reports 10% Return for 2009 (17 comments)
- California Rumblings? (59 comments)
- Calpers Cutting Ties With More Managers, Still Refusing To Lay Blame On Itself (22 comments)
- Can China Control the “Side-Effects” of Its Stimulus-Led Growth? Let's Look at the Facts (21 comments)
- Canada Moral Hazard Corporation? (20 comments)
- Canada's New Public Option? (4 comments)
- Capitalism, Socialism or Fascism? (56 comments)
- Capmark Apparently Doesn't Read BoomBustBlog Either! (3 comments)
- Capmark To File For Bankruptcy, More FDIC Headaches (65 comments)
- Carl Icahn Discusses A Schizophrenic Market, Sees "Bloodbath" Risk, Blasts REITs (25 comments)
- Casa Di Serge (14 comments)
- CB Richard Ellis Prices $450 Million Sub Notes Due 2017 At 11.625%
- CBRE: This Has NOT Been A Liquidity Crisis, But A Crisis Of Bad Credit
- Central Banks: The Pimps of the World Economy (48 comments)
- Chanos Could Lose Big On China Bubble Bets (41 comments)
- Chanos' Summary Thoughts On China: It's Bad And Will Get Much Worse (84 comments)
- Charting The Government's Chronic And Flawed Overrepresentation Of Household Net Worth: A $2.1 Trillion Downward Revision In One Quarter (73 comments)
- Charting Too Big To Fail
- China - The Sleeping Lion Awakened (32 comments)
- China Between Rock And Hard [Place/Case] After Public Anger Mounts Over House Unaffordability, Real Estate Bubble (81 comments)
- China Investment Corporation Discloses $10 Billion Worth Of Holdings, Files First Ever 13-F (9 comments)
- China Is No Dubai Or Enron: Real Estate Rebalance to Buoy Gold (25 comments)
- China's Credit Bubbleicious Trade Balance Pain (33 comments)
- China's Fragile Economy, Its Housing Bubble, and What It Means To Us: Part I (14 comments)
- China's Fragile Economy, Its Housing Bubble, and What It Means To Us: Part II (21 comments)
- China's Fragile Economy, Its Housing Bubble, and What It Means To Us: Part III (30 comments)
- China's Housing Bubble (4 comments)
- China's Market Share Soars During Global Downturn (9 comments)
- Chinese Quest for Shortcut to Greatness (20 comments)
- Chris Whalen Comments On Upcoming Financials' Earnings (27 comments)
- CLSA's Mike Mayo Discusses A Financial Industry On Steroids, Lays Out The 10 Main Problems With Banks (9 comments)
- Clusterfuck Nation ThinkTank's 2010 Forecast: Definitely Not Rosy (122 comments)
- CMBS Bankrutpcy-Remoteness Issues Escalating (22 comments)
- CMSA Tipping Its Hand Over General Growth Properties
- Cocktails and RE in Greenwich (107 comments)
- Cohen & Steers Heart Commercial Real Estate
- Cohen & Steers Heart Commercial Real Estate (1 comment)
- Colony Raises Half Of IPO Target On REIT Offering Glut (4 comments)
- Commercial Real Estate Marking: CMBS Relative Value
- Commercial Real Estate Marking: CMBS Relative Value
- Commercial Real State (10 comments)
- Confessions of a Bull. (37 comments)
- Converting 401k and IRA Funds Into "Steady Payment Streams" (51 comments)
- Copper demand outlook in the short term
- Copper demand outlook in the short term
- Copper demand outlook in the short term
- CoStar Seeks Your Input On The Truth Behind Commercial Real Estate (11 comments)
- Coxe On The Power Of Zero (137 comments)
- CPPIB Catches Tail End of Monster Beta Wave
- CPPIB Goes Christmas Shopping? (12 comments)
- CRE Distressed Auctions Coming, 90%-Off Minimum Bids
- Cuomo Demands Bonus Details From 8 Big Bailout-Beneficiary Banks (20 comments)
- Curb Your Enthusiasm? (17 comments)
- Mack-Cali Chairman: "Commercial Real Estate Is Somewhere Between An Orderly Massacre And A Disaster" (35 comments)
- Manhattan Real Estate To Drop 50%?
- Market Commentary (76 comments)
- Marketing Treasuries (50 comments)
- Markets Gap Down 3 pct., Sovereign Nations Nearing Default or Firesale, Can't Say I Didn't Warn You (16 comments)
- Mary Schapiro Must Immediately Investigate The FDIC's Confidential Information Leak In Another Blatant Insider Trading Case, Then Resign (234 comments)
- McKinsey Study Finds European CRE Financing Industry Was Never Really Profitable (8 comments)
- Meet The Latest Gold Bull: David Rosenberg? (75 comments)
- Merrill Bonus Recipients To Be Named Publicly
- Merrill Lynch In Full REIT Upgrade Mode - The Sequel
- Merrill On REITs: "Just First Of Several Rounds Of Follow Ons"
- Merrill To Defer REIT IPO Fees As Investors Balk (14 comments)
- Merrill's Former REIT Analyst Steve Sakwa Dispenses Some Unexpected CRE Pessimism (10 comments)
- Merrill: "Retail REITs - Tough But Stabilizing"
- Michael Mauer Leaves Citi For Carl Icahn, Who Hates REITs
- Michael Milken On The Five Biggest Systemic Threats (28 comments)
- Michael Pento Gets In Touch With His Feelings, Tells The Truth About The Fed (170 comments)
- Mike Kirby Of Green Street: "CRE Down 40%, To Drop More"
- Mike Mayo: The Seven Deadly Sins Of Banking
- Mike Mayo: The Seven Deadly Sins Of Banking
- Minneapolis Fed President Kocherlakota Warns Massive Debt Load Can Only Be Paid By Tax Collections Or Debt Monetization (71 comments)
- ML III Report: Fed feels the pinch of CRE downgrades (just in time for that audit!) (16 comments)
- Money Under the Mattress? (12 comments)
- Moody's Announces Its REAL Commercial Property Price Index Accelerated Decline In July (20 comments)
- Moody's CMBS Delinquency Tracker Hits Decade High (31 comments)
- Moody's Commercial Real Estate Index Posts Largest Ever Decline in January
- Moody's Continues Dismantling CMBS Market
- Moody's Continues Dismantling CMBS Market
- Moody's Cuts CalPERS', CalSTRS' Rating (8 comments)
- Moody's Downgrades Deutsche Bank From Aa1/B To Aa3/C+ (9 comments)
- Moody's Puts 23 US Regional Banks Financial Strength On Downgrade Review
- Moody's Reports January Increase In CMBS Delinquency Rate To 5.42% Is Largest On Record (49 comments)
- Moody's says commercial real estate recovery will be long and slow
- Moody's Warns Of Pain Ahead For Financials, Profitability Concerns Due To Record Charge-Offs (33 comments)
- Moody's: "Sellers Beginning To Capitulate To Realities Of CRE Markets."
- Moody's: "Sellers Beginning To Capitulate To Realities Of CRE Markets."
- More Bad News For Dubai As Istithmar Loses Foreclosure Auction For Union Square W Hotel (21 comments)
- More Bubble Trouble? (42 comments)
- More Illegality From The Big Banks: This Time Short Sale Fraud (98 comments)
- More Info On Moral Hazard, Global Edition, Via FT Germany (22 comments)
- More on CMBS Market Deterioration: Riverton To Be Auctioned Off
- More Reggie Middleton on Commerical Real Estate (14 comments)
- Morgan Stanley Abandons 5 San Francisco Office Towers (68 comments)
- Morgan Stanley, Real Estate, Bad Deals, and Blogs (86 comments)
- Mortgage Bankers Association Q2 Delinquency Rate Update (13 comments)
- Much More Pain Ahead For REITs
- Musings On Monetary Mendacity (67 comments)
- My Date With Elliot Spitzer (26 comments)
| - Residential Real Estate is Dead Money for the Next Decade (62 comments)
- Rate Of Bank Charge Offs Surpasses That Set During Great Depression (25 comments)
- Rating Public Pension Funds? (7 comments)
- RE Bomb in Boise (89 comments)
- Re: Commerical Real Estate and REITs - It's About That Time, again... (14 comments)
- Real-Estate Values in Bastion of Hedgefundery Plummet
- Reality Check for Bank Investors, Mortgage Investors and Home Buyers (39 comments)
- RealPoint Downgrades Hundreds of CMBS Classes, CRE Deterioration Accelerates
- RealPoint Downgrades Hundreds of CMBS Classes, CRE Deterioration Accelerates
- Recent Capital Markets Transactions Update (4 comments)
- Recreating Mercantilism In Europe, Europe's Deflationary Torture, And The L-Shaped Recession (36 comments)
- Reggie Middleton on Suntrust's Q3-09 Earnings (9 comments)
- Reggie Middleton on the Recent Ackman Short - Realty Income "O" (18 comments)
- Reggie Middleton Personally Contragulates Goldman, but Questions How Much More Can Be Pulled Off (21 comments)
- Reggie Middleton vs Goldman Sachs, Pt. Deux: Buy into a Collapsing Market to Fund Bonuses, PLEASE!!! (17 comments)
- Reggie Middleton vs Goldman Sachs, Round 1 (26 comments)
- Reggie Middleton's 2010 CRE Outlook and Response to the Ackman/Pershing Square Bullish Presentation (12 comments)
- Reggie Middleton's CRE Short List, Part 1 (12 comments)
- Reggie Middleton's Real Estate Rehash - 10/14/09 (6 comments)
- Reggie Middleton's Year End Note to Subscribers and Readers (15 comments)
- Regulators, Politicians - Do You Want to Prevent Unnecessary Market Crashes? (10 comments)
- REIT Analyst Leaves Bank Of America In Midst Of Most Lucrative Period For Group
- REIT Liquidity Update: Hold The Applause (7 comments)
- REIT Support Group Therapy In Full Swing
- REIT Support Group Therapy In Full Swing
- REIT Support Group Therapy In Full Swing
- REITs Next To Receive Bail-Out Funding?
- REITs Next To Receive Bail-Out Funding?
- REITs Next To Receive Bail-Out Funding?
- Remarks By Bill Dudley At Australia Dodecatuple Secret Banker Meeting: Where We Have Been, Where We Are And Where We Need To Go (47 comments)
- Reversible Rally?
- Reversible Rally?
- Reversible Rally?
- Revisiting the Solvency vs. Liquidity Dilemma (33 comments)
- Richard Koo's Views On The Macroeconomy, On Volcker's Plan, And Why "Extend And Pretend" Will Be With Us For A Long, Long Time (48 comments)
- Richard LeFrak Not Optimistic On CRE (39 comments)
- Richard Perry and Ron Burkle Preparing For Barney's Post-Christmas Bankruptcy (9 comments)
- Richmond Fed's Lacker Joins Philadelphia's Plossner In Fed "Excess Liquidity" Dissent Panel (22 comments)
- Riverton Debacle Escalates
- Rosenberg On The Ongoing Case-Shiller Fallacy (65 comments)
- Rosenberg's Musings On The Global Bailout And Other Things (21 comments)
- Rosenberg's View For 2010 "A Return Of Volatility" (26 comments)
- Rosenberg: "Era Of Green Shoots Over"
- Rosenberg: "Era Of Green Shoots Over"
- Rosie On Inflation (74 comments)
- Roubini Blasts Faulty Fed Monetary Policy (53 comments)
- Someone Is Paying a Lot for High Priced Doo Doo! (17 comments)
- S&P Commits Professional Suicide With Ratings Round Trip, Underlying CRE Remains Toxic Garbage (44 comments)
- S&P Downgrades A 4 Month Old JPM Re-REMIC, (8 comments)
- Saks Unwilling To Issue 15% CRE-Backed Notes, To Raise Convertible Instead
- Sam Zell: "Very Few CRE Financings In 2003-2007 Are Above Water"
- San Francisco Fed Concerned About Consumer Deleveraging
- San Francisco Fed Concerned About Consumer Deleveraging
- San Francisco Office Rents Drop 24%
- Saturday Readings
- Schapiro Forces Perot Insider Trader To Refund $8.6 Million Profits, Still No Announcement On NYB Insider Trading Case (13 comments)
- Second Budget Hotel Bankruptcy In One Week, CRE Getting Monkeyhammered
- Second Budget Hotel Bankruptcy In One Week, CRE Getting Monkeyhammered
- Seeking Alternatives in Hunt for Yield? (17 comments)
- Senator Isakson on RE: We Need More Gas! (23 comments)
- Senator Sanders: "Ben Bernanke Is Part Of The Problem" (47 comments)
- September 2009 - Fundamentally...Disconnected (17 comments)
- Shift in Global Markets? (21 comments)
- Shorting U.S. Treasuries, a Historic Sucker Bet (48 comments)
- Signs of a China Credit and Real Asset Bubble Are Now Unmistakable! (6 comments)
- SIGTARP Releases Quarterly Report To Congress (33 comments)
- Simon Properties Offers to Buy GGP for $10B, or Just Over $9 Per Share (28 comments)
- Simon Property Group Defaults On Mall Loan
- SINA Corporation reports 33.35% China Real Estate Information stake
- Six Flags: Bankruptcy Edition
- SL Green's Mysterious Cap Rate Calculations, And Budding Israeli VoIP Operators-cum-Midtown Real Estate Investors (61 comments)
- Slaughtering The Bulls' False Hopes
- So Fellas, Do We Have Deflation? (59 comments)
- So What Happens When The Music Stops? (55 comments)
- So, about that Chinese Real Estate Bubble ... (41 comments)
- So, What Does This Obama Stuff Really Mean for the Big Banks? You Know, From a Fundamental Perspective (38 comments)
- Some bold and not so bold macro predictions for 2010 (89 comments)
- Some Light Shown on My Developing China Thesis (7 comments)
- Some Like It with Financial Amnesia (13 comments)
- Some More CRE Venus Fly Trap Shoots
- Some More CRE Venus Fly Trap Shoots
- Some More Fuel For GGP Fire
- Some More Observations On Real Estate, Employment and Car Sales
- Some Weekend Thoughts By John Mauldin (46 comments)
- South Koreans Buying AIG Headquarters
- Sovereign Risk and the Price of Oil (6 comments)
- Special Servicing Loans In CMBS Rise By $3.8 Billion, Hit $24 Billion, 3.1% Of Total
- Sprott's Last Decade Retrospective: It’s Déjà Voodoo Economics... All Over Again - This Weekend's Must Read (155 comments)
- State of the Economy Part I (25 comments)
- State of the Economy Part II (35 comments)
- State of the Economy Part III (24 comments)
- Stop, Sheila! Stop! (11 comments)
- Stressing The System And The TARP Repayment Race
- Stuy Town, Which Is On Verge Of Default, Costs Florida's Pension Fund Entire $250 Million Investment (30 comments)
- Stuyvesant Town Finally Defaults (42 comments)
- Stuyvesant Town In Effective Default, As Loan Moved To Special Servicing; Mezz Lenders SL Green And Fortress Wiped Out (12 comments)
- Stuyvesant Town Reserves Depleted, Default Likely To Come In December (65 comments)
- Sunday Readings
- Suntrust Bank Q4-09 Review and Opinion (12 comments)
- The Coming Pan-European Soverign Debt Crisis (12 comments)
- TALF v364.5, Now With Enhanced CMBS Dumping Provisions
- Ten Commandments for 21st Century Real Estate Finance (9 comments)
- Thawing of the Frozen Job Market? (98 comments)
- The "Real" Facts Behind Commercial Real Estate
- The "Special Servicing" Problem
- The "Special Servicing" Problem
- The 2014 HY Maturity Cliff: Bank of America's Take (12 comments)
- The Best Links of the Week That Was (19 comments)
- The Best Reads of The Week That Was (10 comments)
- The Bullish Bear? (38 comments)
- The Coming (already came) Land Recession (now depression), Pt II (4 comments)
- The Credit Bubble Peak CMOs Are Back (26 comments)
- The Death of Capitalism (96 comments)
- The Death-Defying Dollar? (73 comments)
- The Deteriorating Housing Backdrop, And Why The Wells Rally Won't Last
- The Deteriorating Housing Backdrop, And Why The Wells Rally Won't Last
- The Economy in Q3 (24 comments)
- The Enduring Lessons of the Last Ten Years (13 comments)
- The Evaporating Collateral Of The United States
- The false Chinese driven rally in copper
- The Fastest Growing Export of the Western Banking Industry is Fraud (39 comments)
- The Finanzmarktstabilisierungsergänzungsgesetz
- The Fledgling Conflicts Of Interest At The Nouveau Rating Agencies
- The Fledgling Conflicts Of Interest At The Nouveau Rating Agencies
- The Florida CRE Implosion Visualized (136 comments)
- The Fundamentals Behind CRE - Part 1
- The Great Transition? (28 comments)
- The High Frequency Trading Debate Gets Down And Dirty (54 comments)
- The Imminent Disinformation Schism (78 comments)
- The imminent round 2 of the foreign bank dollar funding crisis, or the eurodollar squeeze redux (5 comments)
- The Latest Spin On Collapsing REITs And Taxpayer Subsidies
- The Mad Hedge Fund Trader’s Top Ten Surprises for 2010 (48 comments)
- The New War on Hedge Fund Managers (26 comments)
- The Next CRE Casualty: Union Square's W Hotel (18 comments)
- The Next Shoes To Drop In Commercial Real Estate - Part 2 (59 comments)
- The Next Shoes To Drop In Commerial Real Estate - Part 1 (64 comments)
- The Next Step in the Bank Implosion Cycle??? (21 comments)
- The One Trillion Commercial Real Estate Time Bomb
- The One Trillion Commercial Real Estate Time Bomb
- The Opportunity Cost Of Green Shoots
- The Opportunity Cost Of Green Shoots
- The OTHER Economic Crisis (40 comments)
- The post-recovery US economy will still be weak and will get clobbered by commodities prices
- The Push To Postpone the Inevitable Collapse Is Coming To An End
- The Real Reason the Giant, Insolvent Banks Aren't Being Broken Up (60 comments)
- The Spanish Banks Start to Unload (14 comments)
- The Spanish Inquisition is About to Begin... (10 comments)
- The Squeeze on Pensions? (19 comments)
- The SRS Class Action Lawsuits Start (133 comments)
- The Stress Test Cliff Notes
- The Sun God And Other False Deities
- The Sun God And Other False Deities
- The Sun God And Other False Deities
- The Taubman Properties Q4-2009 Earnings Opinion: The CRE Trend Continues as Expected [ (3 comments)
- The Thirst For Risk
- The Threat Of GECC's Disappearing Tangible Common Equity Value
- The Threat Of GECC's Disappearing Tangible Common Equity Value
- The True State Of The CMBS Market, And Why Billions In New Writedowns Are Coming (1 comment)
- The U.S. Lunatic Asylum (i.e., Economy) Is Facing Approximately $15 Trillion In Roll Risk By 2012 (42 comments)
- The Upward Grind Continues (84 comments)
- The Volcker Rule Has Merit (3 comments)
- The Weak Dollar vs. Strong Dollar Dilemma (19 comments)
- The Week In Review
- The Week In Review
- The Week That Keeps On Being Not What You Think (Deja Vu Part 2)
- The Week That Was (Not As The Market And Media Will Have You Believe)
- The Wells Fargo 4th Quarter Review is Available, and It Ain't Pretty! (34 comments)
- Themis Trading On The "HFT Adds Liquidity" Defense (35 comments)
- Think Twice Before Buying That Vacation Home (1 comment)
- Thoughts On Risk Appetite (15 comments)
- Thousands Of Rusting Ship Hulls Are A Fitting Tribute To The Speculative Market Bubble (167 comments)
- Tim Geithner Good At Creating Staggering Debt Loads, Horrible At Real Estate Reality (18 comments)
- To the Moon Or to the Sun? (19 comments)
- Turkey Day Readings (7 comments)
- Two Cents about the Squid, Banks, Gold and Monetary Criminals (101 comments)
- Two Opposing Amendments Emerge That Seek To Either Perpetuate The Fed's Secrecy, Or Overturn It (37 comments)
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