Roger Ehrenberg
Roger Ehrenberg's Latest Articles | 91
The US Government: Manufacturing Outcomes
It appears that the Financial Accounting Standards Board (FASB) – the “independent” rule-making body of the accounting profession – and the... Read »
Bailing out the Bailout
It has been both frustrating and painful watching the US Government’s response to the financial crisis unfold over the past year. That said, the events of... Read »
The PPIP: It’s NOT the Liquidity, Stupid. It’s the Marks.
You can say something about the current Administration: they are really trying. The recently released Public-Private Investment Program (“Program”) details... Read »
Note to the Administration: The AIG Flap is Because of YOU
The AIG bonus kerfuffle is beyond absurd, but what else would you expect from a flawed bailout program with conflicted motives littering the landscape? Congress... Read »
The Hedge Fund Industry: Going Where?
If there was ever an industry in turmoil, Hedge Funds 2009 squarely falls into this category. Characterized by terrible press, awful returns, massive capital outflows... Read »
Tax Policy: A Tool for Good or a Weapon of Mass Destruction?
President Obama, Congress and much of the public have torches in their hands, storming the fortress that is alternative assets – venture capital, private equity... Read »
Entrenched Managements: Yet One More Reason Why TARP = CRAP
Citigroup is up almost 80% over the past few days, while Bank of America has nearly doubled. Each CEO has come out with a bullish statement, Citi to the effect of... Read »
Oil: Up or Down?
I was just watching the MacroTwits hour with Gregor Macdonald (@gregorMacdonald), and got to observe some very interesting banter about the hot topics of the day... Read »
Is the US Treasury the Next Bear Stearns?
Gap management. A very easy and straight-forward concept that has been butchered by countless firms, laid bare by the financial crisis. Funding long-dated assets... Read »
Where’s The Trade?
Global equity markets are volatile and chaotic. Seemingly distressed paper is only getting more distressed by the day. Sovereigns will be forced to issue trillions... Read »







