The Need for Reliable Information

Mark Thoma|Nov 29, 2008| 

There has been much debate about whether the financial crisis is driven by lack of liquidity or from fears about lack of adequate capital and solvency, but I’m... Read »

Why Did TARP Change Course?

Roger Ehrenberg|Nov 29, 2008| 

The twists and turns of TARP have confused and dismayed. From financing “bad” assets to direct capital injections to the myriad applications of its vast... Read »

Should China Raise Wages?

Michael Pettis|Nov 29, 2008| 

There is a very interesting graph on page 14 of the World Bank’s December 2008 Quarterly Update on China. I am not smart enough to figure out how to reproduce... Read »

How Many Words is this Picture Worth?

Ockham Research|Nov 28, 2008| 

Most people would agree that it is difficult to put the cost of bailing out our financial system into real terms. Including the recent Citi rescue, some estimates... Read »

A Legend Speaks

Q1 Publishing|Nov 28, 2008| 

“History is a guide to navigation in perilous times. History is who we are and why we are the way we are.” – David Mccullough, Historian and Author You won’t... Read »

Sharp, Enel to Set Up Solar Power Venture

Ron Haruni|Nov 28, 2008| 1

Japan’s Sharp Corp and Italy’s largest power company Enel SpA, are planning to establish a joint venture by spring of fiscal ‘09 and invest more than... Read »

Financial and Auto Stocks Short Selling Declines Sharply

Ron Haruni|Nov 28, 2008| 

Short selling of financial and automaker stocks has fallen sharply since July – according to Reuters. Both sectors have remained under heavy selling pressure... Read »

Public Works, The Inauguration and the Next Bailout Scandal

Mark Cuban|Nov 28, 2008| 

In the big picture this is not a major suggestion. Think of it as something that can be done with no downside and long term benefit. I personally don’t think a... Read »

TALF Loans: Real Money

Accrued Interest|Nov 28, 2008| 

The Fed’s new Term ABS Loan Facility (TALF) announced this week could be a significant step in improving credit availability. While many of the details of... Read »

Over Before It’s Begun

Macro Man|Nov 28, 2008| 

November has been a very strange month indeed. For the entirety of the month, Macro Man has been trying to chip away and establish a P/L foothold from which to increase... Read »