Geithner Defends Bank Bailout

Posted on April 21, 2009
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And what’s wrong with lower lending and leverage? Nothing, unless your friends make their money by flipping loans.

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Getting Back to Stocks: ROSE Looks Interesting

Posted on April 13, 2009
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ROSE, a natural gas play, looks interesting at current prices.

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TALF Already a Bust…Thankfully

Posted on April 7, 2009
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The Federal Reserve’s requests from borrowers for loans to buy asset-backed securities fell 64 percent from last month as investors balked at visa limits and possible political efforts to tax earnings.

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US Treasury to Delay Stress Test Results

Posted on April 7, 2009
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The U.S. Treasury Department is planning to delay the release of any completed bank stress test results until after the first-quarter earnings season to avoid complicating stock market reaction.

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Reflections on the If You Can’t Beat Em Join Em Meme

Posted on April 3, 2009
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In attempting to understand the key psychological drivers of the current market rally, I think that an important meme is: If you can’t beat em’ join em’.

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Fraud: The Solution to the Financial Crisis?

Posted on April 3, 2009
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Mr Bachus added it would mark a new level of absurdity if financial institutions were colluding to swap assets at inflated prices using taxpayers’ dollars.

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Resurgence of Chinese Solar Scams: Sign of Temporary Top?

Posted on April 2, 2009
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The recent resurgence in the share prices of the chinese solar companies lends some credence to the view that the recent market rally is set to top out soon.

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Mark to Market Changes: Will This Kill the Bank Stock Rally?

Posted on April 2, 2009
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The contrarian view is that M2M changes will do nothing and may in fact stall the rally.

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