Should regulation be dumb? In one sense yes, in others, no. It really depends on how well the regulators understand the risks involved, and how much they can encourage professionalism among... read more »
I will have a more comprehensive post tomorrow on my thoughts on bank regulation, but I will offer a few thoughts here. One thing I found interesting at the conference was what did not get much... read more »
We present the first two volumes (out of 9) of the massive 2,200 page compendium that represents the just declassified examiner's report in the Lehman bankruptcy case. We will post the other volumes... read more »
The Dow Jones US Financial Index led the markets yesterday and that warrants looking at the sector. Why? Simply because this sector has been a laggard. The defined trading range goes back to July... read more »
Sometimes a picture does it best. If you can identify the actor in the scene below, you'll have a simple summary of current market opportunities.
If you want the full story in words, you... read more »
In yesterday's blog, I considered how good intentions can have unintended consequences when they come in the form of a social agenda and are enforced by law. The US attempt at providing an universal... read more »
Is the goal of avoiding the risk of "too big to fail" in regulating banks by keeping them smaller too improbable to work? Yes, according to Avinash Persaud of Intelligence Capital, a... read more »
f a Government inflates its money supply, at some point, the piper will be paid in the form of a burst bubble. But, the shape the bubble will take, has it roots in the environment in which it occurs.... read more »
The defensive posture taken by Sabrient's fundamentals-based SectorCast-ETF model has allowed the long/short model portfolio to prosper in the face of the market weakness we've seen over the past... read more »
There seems to be some confusion over what threatened to cause major banks to fail. Let me go over my list of the risks: Many relied on AIG to insure their subprime and other structured lending... read more »
