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Archive for March, 2009

  • Sunday links: too much risk
    , March 22nd, 2009 at 9:15 pm, Comments: 0

    The Treasury’s new plan for toxic assets is hopelessly complex and overly generous. (WSJ.com, NYTimes.com, naked capitalism, MarketBeat, 24/7 Wall St., The Stash, Marginal Revolution, [...]

  • Friday links: sentiment reversals
    , March 20th, 2009 at 12:30 pm, Comments: 0

    Sentiment reversals:  a put/call ratio plunges and individual investor bullish sentiment soars.  (VIX and More, Disciplined Approach to Investing) FedEx (FDX) as an economic bellwether.  [...]

  • Thursday links: easy easing
    , March 19th, 2009 at 1:00 pm, Comments: 0

    Let the quantitative easing begin!  The Fed pledges to buy Treasury bonds in an attempt to lower borrowing costs across the board.  (WSJ.com, NYTimes.com) Shock [...]

  • Wednesday links: bonus blowback
    , March 18th, 2009 at 1:52 pm, Comments: 0

    The “firestorm” over AIG is going to make other firms wary of going into business with the Feds.  (WashingtonPost.com, Atlantic Business) From the bad PR [...]

  • Abnormal Options Bracket Challenge
    , March 17th, 2009 at 4:46 pm, Comments: 0

    Sick of reading about AIG, bank nationalization and the end of capitalization as we know it? We sure are. Let the NCAA Tournament serve as [...]

  • Tuesday links: outrage fatigue
    , March 17th, 2009 at 1:01 pm, Comments: 0

    The Feds purportedly “control” AIG.  Should the Feds allow these payments to stand? (FT Alphaville) How to legally get the AIG bonuses back.   (Money & [...]

  • Monday links: bye bye buybacks
    , March 16th, 2009 at 12:12 pm, Comments: 0

    Was the bailout of AIG simply a bailout of the financial system, writ large?  (Alea, Clusterstock, Market Movers, footnoted.org, 1440 Wall Street) “(G)overnment of Goldman, [...]

  • Sunday links: sucker's rally?
    , March 15th, 2009 at 8:34 pm, Comments: 0

    Is the latest rally a “sucker’s rally” destined to fail?  (Calculated Risk, Clusterstock) What Nouriel Roubini does with his investment portfolio.  (Crossing Wall Street) Household [...]

  • Friday links: a grand bargain
    , March 13th, 2009 at 2:02 pm, Comments: 0

    Market rally:  real or mirage?  (MarketBeat) The side effects of a 10% rally.  (Bespoke, ibid) “As everyone knows, it’s impossible to pick a market bottom. [...]

  • Thursday links: bullets dodged
    , March 12th, 2009 at 2:54 pm, Comments: 0

    The market doesn’t care if you are calling a market bottom, unless you are Barry Ritholtz.  (MarketBeat, Freakonomics) Just how much should we read into [...]