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January 20, 2009
When Will The Banks Start Lending? Audio Link of Conference Call A transcript of the January 15, 2009 conference call.
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January 14, 2009
Conference Call Presentation/Charts of the Week Topics Covered This Week Include: Almost $1Trillion In Losses Banks Are Lending! Measuring Credit Creation Measuring The Size of Securitization – 1 Measuring The Size of Securitization -2 The Credit Crisis: The Largest Outlay In American History The Federal Reserve It Is All The Same Trade The Stock Market… Continue reading
Recession vs. Depression
January 7, 2009
Bloomberg.com – Caroline Baum: Herd Quits Eden for Land of Perpetual RecessionAfter a year of denying the U.S. economy was in recession, the herd has turned and is charging full speed in the opposite direction. Now there’s no chance...
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December 30, 2008
Charts of the Week Topics Covered This Week Include: Banking Losses And Capital Raised – Summary Banking Losses And Capital Raised – Detail The Credit Crisis: The Largest Outlay In American History Significant Moves Before Labor Day 2008 Significant Moves After Labor Day 2008 Known TARP Money Awarded – 1 Known TARP Money Awarded –… Continue reading Untitled
The Weekend Lehman Died
December 29, 2008
The Wall Street Journal – The Weekend That Wall Street Died Ties That Long United Strongest Firms Unraveled as Lehman Sank Toward Failure With his investment bank facing a near-certain failure, Lehman Brothers Holdings Inc.’s chief...
Meet The Sandlers
December 26, 2008
<Click on graphic for larger image> The New York Times – Once Trusted Mortgage Pioneers, Now Pariahs Herbert Sandler, the founder of the Center for Responsible Lending, is standing in his bayfront office watching a DVD that trains brokers...
Foreigners Hate Agencies
December 22, 2008
<Click on chart for larger image> The New York Times – Floyd Norris: Foreign Investors Trade Safe for Safest Over the summer, prices of agency securities fell as the financial crisis grew worse and some investors began to doubt whether...
Bernie Madoff, $34 Billion And Counting
December 19, 2008
The Financial Times – Banks lent billions to Madoff ‘feeder funds’ Leading banks from Britain, France and Japan helped investors treble or quadruple bets on Bernard Madoff by lending billions of dollars to “feeder” funds,...
The Federal Reserve’s New Regime
December 18, 2008
Jim Bianco was a guest host on Europe’s Squawk Box yesterday discussing the Federal Reserve meeting and its inflationary implications. Click on the picture above to see the video. The Financial Times – The Fed rips up the rule book We are...
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December 17, 2008
Tracking the True Cost Of The TARP The Treasury infused $247.26 billion into 184 companies over the span of the credit crisis. In exchange for these bailouts, the Treasury received securities that are currently valued at $255.10 billion. This means...
The Federal Reserve Hits Zero
December 17, 2008
The Federal Reserve – FOMC Statement The Federal Open Market Committee decided today to establish a target range for the federal funds rate of 0 to 1/4 percent…The Federal Reserve will employ all available tools to promote the resumption...
Foreign Demand For U.S. Assets Dwindles
December 16, 2008
The Wall Street Journal – Crisis Pushed Foreign Investors Toward Treasurys A global flight to safety sent foreign investors scrambling for short-term dollar-denominated assets in October, with buyers from around the world snapping up some $147...