• 05/13/09 Has the Rally Run Out of Steam
  • 05/06/09 A Gift for the Banks
  • 04/29/09 Creative Accounting for Banks
  • 04/22/09 Comfortably Numb
  • 04/15/09 Was 1938 Really All That Great?
  • 04/08/09 Bank Stress Tests: Abort, Retry, Fail?
  • 04/01/09 One Quarter Down, Three To Go
    03/25/09 Leveraging the FDIC
    03/18/09 Fed Begins to Monetize debt
    03/11/09 Don’t Get Your Hopes Up
    03/04/09 Lines In The Sand Washed Away
    02/25/09 Equity Stress Test
    02/18/09 Greenspan Accepts the Inevitable
    02/11/09 A Dark and Stormy Night
    02/04/09 Executive Pay Kabucki
    01/28/09 Dissent at the Fed
    01/21/09 The Slope of Hope
    01/14/09 Waiting to See Who Goes First
    01/07/09 We Got the Santa Claus Rally – Now What?
    12/30/08 2008: A Year for the Record Books
    12/23/08 It Can’t Get Any Worse? Don’t Be So Sure.
    12/17/08 Helicopter Ben is Now B-52 Ben
    12/10/08 Rally Finds Resistance Again
    12/03/08 Even the Great Depression Had Tradable Rallies
    11/26/08 What If Black Friday Isn’t Black?
    11/19/08 Synchronized Global Recession
    11/12/08 The $700 Billion Bait & Switch
    11/05/08 Election Over – Back to Reality
    10-29-08 The 1% Solution
    10/22/08 Retesting the Lows
    10/15/08 Waiting for the Dust to Settle
    10/08/08 Stocks Enter Death Spiral
    10/01/08 The Bottom Is Closer Than A Week Ago
    09/24/08 The Demise of Investment Banking
    09/17/08 The Impossible is Now Common
    09/10/08 An Ominous Tone for Rest of 08?
    09/03/08 Is Consumer Discretionary Strength Real?
    08/27/08 Are The Dog Days Over?
    08/20/08 The View Really is Different Down Under
    08/13/08 Bulls: Not Dead Yet