Posts

Double Dip In Housing Is Confirmed, S&P/Case-Shiller Index at Mid-2002 Levels (Data Through March 2011)

Kyle Bass: Small Lehman Creditors Are Getting Freight Trained!

Fitch and Satyajit Das Explained the Credit Crash Before It Happened (2005, 2007 Reports)

Are Credit Default Swaps Associated with Higher Corporate Defaults? (By New York Fed Staff)

Carl Icahn Issues Warning; CDSs Were Extremely Risky The Way They Were Used (CNBC)

SAC Makes Decent Trade In Domino's Pizza (DPZ) After 5.3% Stake In January

David Stockman: Vicious Sell-Off In Bond Market Could Force Action on Budget Deficit, Debt

St. Joe is Whitney Tilson's Largest Short Position, Berkowitz Wants $JOE As Largest Position

EUR/USD Breaks 1.40; Resumes Downtrend From 2007 (Big Red Candle)

Macro Reads (Housing, Cash, QE), Eurozone and LinkedIn IPO Wars - 5/22/2011

LinkedIn Financials, Key Metrics, Valuation; Hit $122 High ($11.5 Billion Valuation) After $45 IPO (LNKD)

Eric Jackson of IronFire Capital Thinks LinkedIn IPO is Overvalued

Technical Views On The Market (Louise Yamada, Jeff Macke and S&P Charts) 5/18/2011

LinkedIn's $45 IPO Values LNKD at $4.25 billion; List of 10% Owners (SEC)

The Future: Holographic TelePresence Video Technology (Videos)

Bill Gross Explains PIMCO's Negative "Government-Related" Exposure, QE3 Will Be Policy Language

Eric Sprott On The Silver Raid; Still Sees $100 Silver (Keiser Report Video)

Steve Cohen at SALT, Paulson at UBS Conf, Whitney Tilson, John Taylor, Jim Rogers, Druckenmiller (5/15/2011)

George Soros Speaking at CATO On Hayek, Reflexivity (4/28/2011)

Jeremy Grantham (GMO): Lighten Up On Risk-Taking; QE3 Required To Keep Speculative Game Going

David Einhorn is Still Short St. Joe and Moody's, Buys Yahoo (Greenlight Q1 Letter)

House Speaker Boehner on the Debt Ceiling (Economic Club of New York, 5/9/2011)

Greece 5Y Credit Default Swaps At 1372; Up From 399 a Year Ago (Greece 5Y CDS Chart)

S&P Downgrades Greece to B; Moody's Places Greece B1 Bonds On Review For Possible Downgrade; 2-Year Greek Bonds Yield 25%

Nomura's Richard Koo Warns U.S. Could Repeat Japan's Mistakes! (INET Bretton Woods Video)

May 2011 Rail Report by AAR (Link)

Clear Capital: U.S. Home Prices Dip Below March 2009 Low (4/2011)

Updates: Gold, Silver, S&P, Treasuries, Munis, Greece, Housing, Fed (5/4/2011-5/9/2011)

JPMorgan's Thomas Lee Raises 2011 S&P Target to 1,475 (Bloomberg)

Jim Chanos: China's Economic Growth Path Is Unsustainable (CNBC)

SEC Charges UBS With Bid-Rigging 100 Muni Bond Reinvestment Transactions, Pays $160 Million

How Social Media Is Changing Investing (Milken Institute Panel)