https://www.creditbubblestocks.com/2009/10/lets-not-have-any-bailouts-on-next-leg.html
Credit Bubble Stocks: Let's Not Have Any Bailouts on the Next Leg Down
This is as true today as it was six months ago , when it was published. The folly was compounded by the bailouts of Bear Stearns and AIG. Th...
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https://www.creditbubblestocks.com/2010/08/inside-mind-of-jim-murren-mgm-resorts.html
Credit Bubble Stocks: Inside the Mind of Jim Murren, MGM Resorts (MGM) CEO
I don't think I'm going to say what my conclusions were, but this video was really helpful in getting inside MGM Resorts (MGM) CEO Jim Murre...
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https://www.creditbubblestocks.com/2019/11/november-25th-links.html
Credit Bubble Stocks: November 25th Links
In order to be a contrarian, having a core belief in the fallibility of simplified generalisations, and an instinctive aversion to binary, ...
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https://www.creditbubblestocks.com/2014/06/countries-with-lower-10-year-bond.html
Credit Bubble Stocks: Countries With Lower 10 Year Bond Yields Than U.S.
U.S. 2.59% Canada 2.35% Germany 1.38% France 1.75% Netherlands 1.64% Switzerland 0.74% Japan 0.59% [ source ] Even much worse credi...
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https://www.creditbubblestocks.com/2019/08/distressed-debt-watch-august-2019.html
Credit Bubble Stocks: Distressed Debt Watch - August 2019
Approach Resources ( AREX , EDGAR ) bond due June 2021 traded at 10 cents, ytm of 200%. Market capitalization at 27 cent share price of $2...
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https://www.creditbubblestocks.com/2015/01/china-its-hard-to-overstate-how.html?showComment=1421733871005
Credit Bubble Stocks: China: “It’s hard to overstate how obsessed they are with the Soviet Union”
From a Derbyshire article , In China’s political system … the collapse of the Soviet Union continues to be analyzed with a paranoia and ur...
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https://www.creditbubblestocks.com/2012/05/barack-obama-scored-lot-of.html
Credit Bubble Stocks: Barack O'bama Scored a Lot of "Interceptions" in High School
From David Maraniss’ biography about the young Barry Obama and his "choom gang." Obama’s friends credited him with setting a rule of "tota...
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https://www.creditbubblestocks.com/2016/02/distressed-bond-update-btu-exxi-line.html
Credit Bubble Stocks: Distressed Bond Update: $BTU $EXXI $LINE
EXXI the 3% holdco note traded FLAT at 0.60 today. The other unsecured debt trading around 3 cents. Market does not seem to be expecting th...
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https://www.creditbubblestocks.com/2009/12/callon-petroleum-cpe-notes-trade-at-96.html
Credit Bubble Stocks: Callon Petroleum (CPE) Notes Trade at 96 Today
On November 16, 2009, Credit Bubble Stocks suggested buying Callon Petroleum (CPE) notes in the 60-70 price range. Today they hit 96, to yi...
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https://www.creditbubblestocks.com/2018/10/four-klavierstucke-op-119-no-4.html
Credit Bubble Stocks: Four Klavierstücke, Op. 119: No. 4 Rhapsodie In E-Flat Major
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https://www.creditbubblestocks.com/2020/06/friday-night-links_12.html
Credit Bubble Stocks: Friday Night Links
The West raped the thousand-year-old borders and history of Central Europe. They forced us to live between indefensible borders, deprived u...
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https://www.creditbubblestocks.com/2014/02/suntech-short-interest-declined-again.html
Credit Bubble Stocks: Suntech Short Interest Declined Again $STPFQ
Down to 4.6 million shares short at the end of January. That was a decline of 1,075,213 in the second half of January. About ~90k shares/da...
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https://www.creditbubblestocks.com/2013/08/chinese-banks-face-losses-over-wuxi.html
Credit Bubble Stocks: "Chinese banks face losses over Wuxi Suntech Power loans" ($STP)
Article in Financial Times about Suntech today: " Chinese banks that lent money to solar-panel maker Wuxi Suntech Power... are facing sub...
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https://www.creditbubblestocks.com/2014/02/baltic-dry-index-hovering-around-1000.html
Credit Bubble Stocks: Baltic Dry Index Hovering Around 1,000 $GNK
Gave up the rally from Q4 - not what Genco needs to see. But hey, maybe China will go back to building "planned Manhattans". That seemed ...
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https://thecreditbubblebulletin.com/quarterly-analyses/2025/q1/
Quarterly Analysis Q1 2025 | Credit Bubble Bulletin
Q1 2025 Quarterly Analysis — global government finance bubble dynamics.
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https://www.macrobusiness.com.au/2012/09/how-will-china-deflate-its-credit-bubble/
How will China deflate its credit bubble? - MacroBusiness
Sep 17, 2012 - The chart below from Credit Suisse shows the explosion of domestic credit growth in China after the financial crisis, which pushed the credit-to-GDP ratio to...
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https://www.creditbubblestocks.com/2015/08/mozart-requiem-mass-in-d-minor-tuba.html
Credit Bubble Stocks: Mozart Requiem Mass in D minor - Tuba Mirum
The trumpet will send its wondrous sound throughout earth's sepulchres and gather all before the throne. Death and nature will be a...
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https://dailyreckoning.com/chinese-credit-bubble/
The Chinese Credit Bubble - The Daily Reckoning
Feb 1, 2017 - The next bubble is looming over the global economy and may hit zero by the end of 2017. Here's Jim Rickards on the Chinese credit bubble...
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https://www.creditbubblestocks.com/2009/10/results-of-reader-poll.html
Credit Bubble Stocks: Results of Reader Poll
It's not too late to vote in the Credit Bubble Stocks poll about what kinds of posts you prefer. Only a single digit percentage of daily re...
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https://www.creditbubblestocks.com/2017/09/review-of-art-of-profitability-by_12.html
Credit Bubble Stocks: Review of The Art of Profitability by Adrian Slywotzky (Chapter 2)
See our reviews of Chapters One and Four of The Art of Profitability. The model in Chapter Two is "Pyramid Profit": "Here's how it works...
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https://www.creditbubblestocks.com/2015/01/review-of-genuine-authentic-real-life.html
Credit Bubble Stocks: Review of Genuine Authentic: The Real Life of Ralph Lauren by Michael Gross
I said that I was not going to read business biographies anymore, but I didn't say I wouldn't review ones I've already read before I toss t...
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https://www.creditbubblestocks.com/2012/05/noaa-3-month-temperature-outlook.html
Credit Bubble Stocks: NOAA 3-Month Temperature Outlook Suggests Above-Normal Summer Temperatures
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https://www.creditbubblestocks.com/2022/09/books-read-q3-2022.html
Credit Bubble Stocks: Books Read - Q3 2022
Read 7 books this quarter, including two massive tomes ( TMAB and Stalin's War ). [Previously: Q2 2022 , Q1 2022 , our 2021 Book Review Co...
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https://www.creditbubblestocks.com/2019/07/july-29th-links.html
Credit Bubble Stocks: July 29th Links
The highest trailhead requires the climber to gain 9,000 feet of elevation to reach the summit, as much as from Everest ABC to its summit. ...
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https://www.creditbubblestocks.com/2011/12/ceres-global-ag.html
Credit Bubble Stocks: Ceres Global Ag
A Credit Bubble Stocks correspondent wrote with thoughts about Ceres Global Ag , a holding company with investments primarily in grain stora...
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https://www.creditbubblestocks.com/2012/09/not-bubble.html
Credit Bubble Stocks: Not a Bubble?
"[T]hen came the 2005 Bordeaux vintage. With prices for First Growths starting at more than $600 per bottle and going to well over $1,500, I...
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https://www.creditbubblestocks.com/2009/09/september-auto-sales-will-show-stimulus.html
Credit Bubble Stocks: September Auto Sales Will Show Stimulus Doesn't Work
Via Zero Hedge : September’s light-vehicle sales rate will fall to 8.8 million units, consumer auto site Edmunds.com said. That would be the...
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https://www.creditbubblestocks.com/2012/12/review-of-not-with-bang-but-whimper.html
Credit Bubble Stocks: Review of Not With a Bang But a Whimper: The Politics & Culture of Decline by...
I've been reading quite a bit of Theodore Dalrymple. First, Life at the Bottom , then The Wilder Shores of Marx , and now Not With a Bang Bu...
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https://www.creditbubblestocks.com/2023/08/canadian-oil-earnings-cve-su-cnq-prekf.html
Credit Bubble Stocks: Canadian Oil Earnings ($CVE $SU $CNQ $PREKF)
[Previously regarding Suncor Energy , Cenovus Energy , Canadian Natural Resources Limited, and PrairieSky.] Suncor Energy : the market capit...
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https://primeeconomics.org/articles/the-bank-of-england-and-the-growing-credit-bubble-a-piecemeal-response-to-a-systemic-problem/
The Bank of England and the growing credit bubble - a piecemeal response to a systemic problem -...
Jan 18, 2023 - In June, the Bank of England dictated to the banks in its jurisdiction that they must hold more capital - £11.4 billion more – in reserve in preparation for...
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https://www.creditbubblestocks.com/2007/10/downey-financials-third-quarter-results.html
Credit Bubble Stocks: Downey Financial Pessimism Beginning to be Vindicated
Downey Announces Third Quarter 2007 Results Here is a graph of the dollar amount of delinquent loans, which are loans less than 90-days past...
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https://www.creditbubblestocks.com/2014/12/predictions-for-2015-from-readership-80.html?showComment=1420669607400
Credit Bubble Stocks: Predictions For 2015 From The Readership (80% Confidence Edition)
New update: "Gotham" The readership is hereby asked for five predictions for 2015, each with an 80% confidence level (or interval). The pre...
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https://www.creditbubblestocks.com/2025/12/q3-2025-earnings-links.html
Credit Bubble Stocks: Q3 2025 Earnings Links
RCI Hospitality Holdings, Inc. (Nasdaq: RICK) today announced the acquisition of all the shares of RCI stock owned by ADW Capital Partners, ...
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https://www.creditbubblestocks.com/2023/11/mineral-royalty-owner-earnings-dmlp-nrp.html
Credit Bubble Stocks: Mineral Royalty Owner Earnings ($DMLP $NRP $STR $RGLD $TPL $PREKF)
Dorchester Minerals, L.P. The market capitalization of DMLP is now $1.11 billion (at $28 per unit) and the enterprise value is $1.08 billio...
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https://www.creditbubblestocks.com/2012/05/wsj-car-battery-start-ups-fizzle.html
Credit Bubble Stocks: WSJ: "Car Battery Start-Ups Fizzle"
Much like the PV solar debacle: "The U.S. provided grants that tied the battery makers to aggressive timetables, requiring each to achieve...
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https://www.creditbubblestocks.com/2014/12/predictions-for-2015-from-readership-80.html?showComment=1418509774407
Credit Bubble Stocks: Predictions For 2015 From The Readership (80% Confidence Edition)
New update: "Gotham" The readership is hereby asked for five predictions for 2015, each with an 80% confidence level (or interval). The pre...
credit bubblefrom thestockspredictionsreadership
https://www.creditbubblestocks.com/2014/02/genco-shipping-trading-management.html
Credit Bubble Stocks: "Genco Shipping & Trading Management Discusses Q3 2013 Results - Earnings...
From the Seeking Alpha Q3 2013 conference call transcript for Genco: *Christian Wetherbee - Citigroup Inc, Research Division John, can y...
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https://www.creditbubblestocks.com/2025/12/december-1st-links.html
Credit Bubble Stocks: December 1st Links
Without a meaningful drop in US crude oil production in 2026, the global oil market rebalancing will be stalled. The other way to think abou...
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https://www.creditbubblestocks.com/2012/10/ngp-capital-resources-company-announces.html
Credit Bubble Stocks: "NGP Capital Resources Company Announces Organizational Changes and Recent...
Apparently, this company NGP Capital Resources owned GMX Resources notes and tendered them into the exchange. On September 19, 2012, GMX...
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https://www.creditbubblestocks.com/2011/04/sovereign-speculator-dollar-already.html
Credit Bubble Stocks: Sovereign Speculator: The dollar already crashed
The time to be shouting about a dollar crash was 2000, but the dollar-crash meme only got mainstream in late 2007. As you can see in this 10...
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https://www.creditbubblestocks.com/2015/07/alpha-natural-resources-in-talks-to.html
Credit Bubble Stocks: "Alpha Natural Resources in Talks to Obtain Bankruptcy Financing" $ANR
Story : "Alpha Natural Resources Inc. is in talks to obtain financing for a potential bankruptcy filing early next month as it grapples w...
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