From time to time, I compile research and analysis into lengthy white papers to provide a more comprehensive view on markets and economies. This page will archive these publications.
Lehman's OBS "Repo 105" scheme, the new rage for finance bloggers, is a story likely to gain traction, esp if other banks have similar SPVs. 1 hour ago
When money ceases to be the tool by which men deal with one another, then men become the tools of men. Blood, whips and guns – or dollars. take your choice – there is no other – and your time is running out.
White Papers
From time to time, I compile research and analysis into lengthy white papers to provide a more comprehensive view on markets and economies. This page will archive these publications.
The New Bull Market Fallacy August 13 2009