Robuta

https://zerohedge.blogspot.com/2009/04/gabelli-explains-market-behavior.html?showComment=1239842940000 Zero Hedge: Gabelli Explains Market Behavior hat tip Joe Weisenthal zero hedgeexplainsmarketbehavior https://zerohedge.blogspot.com/2009/05/daily-credit-market-summary-may-6-pop.html Zero Hedge: Daily Credit Market Summary: May 6 - Pop! Spreads were tighter in the US as all the indices improved (as adjusted IG levels moved back to six-month tights) . Indices typically underp... zero hedgecredit marketdailysummarymay https://zerohedge.blogspot.com/2009/04/fun-fact-of-day.html?showComment=1239028560000 Zero Hedge: Fun Fact Of The Day zero hedgefun factof theday https://zerohedge.blogspot.com/2009/02/santelli-all-over-us-annihilation-risk.html Zero Hedge: Santelli All Over US Annihilation Risk Anti-bailout Spartacus Rick Santelli reporting something our readers knew on Friday of last week , namely that US CDS has now passed 100 bps... zero hedgeall oversantelliusannihilation https://zerohedge.blogspot.com/2009/04/program-trading-curbs-101.html Zero Hedge: Program Trading Curbs 101 Continuing the educational series of trading circuit breakers , today I present the data on when Goldman Sachs may finally be prohibited fro... zero hedgeprogram tradingcurbs https://zerohedge.blogspot.com/2009/07/david-faber-on-goldman-cre-write-downs.html Zero Hedge: David Faber On Goldman CRE Write Downs And REIT Pain David Faber discusses Goldman's real estate losses, and draws some conclusions about the upcoming pain for REITs. And yet, thanks to Goldman... zero hedge https://zerohedge.blogspot.com/2009/05/brief-history-of-structured-finance.html Zero Hedge: A Brief History Of Structured Finance The presentation below from Ann Rutledge is recommended almost exclusively for credit and structured finance fanatics. It does a very good j... a brief history ofzero hedgestructuredfinance https://zerohedge.blogspot.com/2009/03/more-bad-news-in-good-numbers.html Zero Hedge: More bad news in good numbers Existing home sales number were released this morning and on the surface, it seemed to be a solid win for the US - about time right? MoM ex... zero hedgebad newsgoodnumbers https://zerohedge.blogspot.com/2009/01/sale-rumor-sends-quiksilver-bonds-up-60.html Zero Hedge: Sale Rumor Sends Quiksilver Bonds Up 60% According to an article in this morning's edition of Women's Wear Daily ( $$$ link ), the DC Shoes division of sportsware maker Quiksilver ... zero hedgesalerumorsendsquiksilver https://zerohedge.blogspot.com/2009/02/buffett-profit-plummets-gives-bleak.html?showComment=1235848740000 Zero Hedge: Buffett Profit Plummets, Gives Bleak Outlook For 2009 The Tarrot Card Reader Of Omaha (and Charlie)'s Q4 net income fell 96% to $117 million, from $2.95 billion, for a fifth consecutive drop. Bo... zero hedgebuffettprofitgivesbleak https://zerohedge.blogspot.com/2009/04/is-white-house-in-de-shaws-pocket.html?showComment=1238813700001 Zero Hedge: Is The White House In DE Shaw's Pocket? Larry Summers, who was not only Tim Geithner's predecessor as the 71st Secretary of the Treasury (from 1999 to 2001), but also the 27th Pres... the white housezero hedge https://zerohedge.blogspot.com/2009/02/market-to-open-with-6-handle.html?showComment=1235759940000 Zero Hedge: Market To Open With 6 Handle zero hedgeopen withmarkethandle https://zerohedge.blogspot.com/2009/01/zany-profit-idea-of-day.html?showComment=1232144040000 Zero Hedge: Risk-Free Profit Idea of the Day Buy : Barrels of Oil (we do not have a position in this "security" so we hope the SEC does not bust our front door in an hour for position p... zero hedgerisk freeof theprofitidea https://zerohedge.blogspot.com/2009/06/morning-market-ramp-simi-valley-edition.html Zero Hedge: Morning Market Ramp, Simi Valley Edition DUDE: Terrific, JPM SPY Trader. But you haven't told me how we run the market up as it looks weak this morning? JPM SPY TRADER: That's the s... zero hedgemorning marketsimi valleyrampedition https://zerohedge.blogspot.com/2009/06/volume-explosion-seen-in-goldman-sachs.html Zero Hedge: Volume Explosion Seen In Goldman Sachs Commodity Index And now for some midday Schrodinger wave function collapse: "If a volume explosion hits the GSCI index, does it exist if nobody witnesses it... zero hedgeseen ingoldman sachsvolumeexplosion https://zerohedge.blogspot.com/2009/05/fed-transparency-petition-update.html Zero Hedge: Fed Transparency Petition Update I am happy to report that up to this point, over 1,400 signatories have endorsed the Fed Transparency petition . Importantly, earlier Rep. R... zero hedgefedtransparencypetitionupdate https://zerohedge.blogspot.com/2009/06/daily-highlights-6409.html Zero Hedge: Daily Highlights: 6.4.09 Bernanke urged lawmakers to commit to reducing ~$2trillion budget deficit. Oil rises to near $67 in Asia as 3-month rally resumes after heav... zero hedgedaily highlights https://zerohedge.blogspot.com/2009/04/loans-versus-bonds-relative-value-week_27.html Zero Hedge: Loans Versus Bonds Relative Value: Week Of April 23 Tightening continues in the universe of 30 tracked names although at a much more moderated pace compared to the prior week . The average loa... zero hedgeloansversusbonds https://zerohedge.blogspot.com/2009/01/who-says-nobody-is-issuing-debt.html?showComment=1233248340000 Zero Hedge: Who Says Nobody is Issuing Debt A statistic that may surprise some, is that January 2009 has seen a record amount of new Investment Grade issues: $104 billion so far. This ... zero hedgesaysnobodyissuingdebt https://zerohedge.blogspot.com/2009/04/loans-versus-bonds-relative-value-week.html Zero Hedge: Loans Versus Bonds Relative Value: Week Of April 16 Some massive tightening in the universe of 30 tracked names with both major loan and bond moves. The average loan spread tightened by 100 bp... zero hedgeloansversusbonds https://zerohedge.blogspot.com/2009/02/gm-bondholders-arent-gonna-take-it.html Zero Hedge: GM Bondholders Aren't Gonna Take It Anymore Developing story: WSJ reports that bondholders, tired of getting diddled by management and the UAW, will show everyone who is boss, and hav... zero hedgetake itgmbondholdersgonna https://zerohedge.blogspot.com/2009/05/full-stress-test-results.html Zero Hedge: Full Stress Test Results The product of the great spin is out! Everything flying after hours. State Street and BONY now pulling the borrow in State Street and BONY, ... zero hedgestress testfullresults https://zerohedge.blogspot.com/2009/05/top-10-italian-something-collaborations.html Zero Hedge: The Top 10 Italian-Something Collaborations of the Automotive World With FIAT on the brink of taking over every desperate, cash-strapped, sales-ridden car company on the northern hemisphere- I thought it a fu... zero hedgethe top https://zerohedge.blogspot.com/2009/06/30-year-mortgages-spiking-again.html Zero Hedge: 30 Year Mortgages Spiking Again Someone forgot to feed mortgages the crazy pills. zero hedgeyearmortgagesspiking https://zerohedge.blogspot.com/2009/03/bwics-gallore.html Zero Hedge: BWICs Gallore March 31 redemption deadlines anyone? The avalanche of BWICs hitting the market is oddly missing from mainstream media... Just today a curs... zero hedge https://zerohedge.blogspot.com/2009/04/deja-vu-quantology.html?showComment=1239328140000 Zero Hedge: Deja Vu Quantology Attached is a chart I will discuss tomorrow... For those in the know I would love to hear your thoughts. (Sleepless nights for Jim Simmons?) zero hedgedeja vu https://zerohedge.blogspot.com/2009/06/time-for-lift-off.html Zero Hedge: Time For Lift Off The Hamptons have laid out some serious fat (or phat) T3 pipes. Evidence A: Alas no, the high betas won't give up the fight. After all gotta... zero hedgetime forlift https://zerohedge.blogspot.com/2009/04/april-beige-book-report.html?showComment=1239819360000 Zero Hedge: April Beige Book Report Some CRE snippets from the report: "Nonresidential real estate conditions continued to deteriorate. Difficulty obtaining commercial real est... zero hedgebeige bookaprilreport https://zerohedge.blogspot.com/2009/02/mandarin-oriental-burning-down.html?showComment=1266094950008 Zero Hedge: Beijing Mandarin Oriental Burning Down Via WSJ: A massive fire engulfed one of Beijing's biggest new buildings, apparently destroying the tower, which is part of the soon-to-be c... zero hedgemandarin orientalbeijingburning https://zerohedge.blogspot.com/2009/04/one-month-t-bill-at-008.html?showComment=1239754920000 Zero Hedge: One Month T-Bill at 0.08% Not yet at the negative yields we saw in November, but if today's 4x oversubscribed one month bill auction is any indication, look for the y... zero hedgeone monthbill https://zerohedge.blogspot.com/2009/04/bankruptcy-carve-out-problem-on-agency.html Zero Hedge: The Bankruptcy Carve-Out Problem On Agency Deals One of the more pervasive pieces of conventional wisdom is that senior classes in non-agency RMBS (read AAA) are safe and sound even in a de... zero hedgecarve outbankruptcyproblemagency https://zerohedge.blogspot.com/2009/05/view-on-sovereign-risk.html Zero Hedge: A View On Sovereign Risk The chart below presents the top 20 sovereigns with the largest amount of net CDS (not gross) notional outstanding. Interestingly, Italy and... zero hedgea viewsovereignrisk https://zerohedge.blogspot.com/2009/03/obama-wants-to-split-gm-into-good-and.html?showComment=1238443680000 Zero Hedge: Obama Wants To Split GM Into "Good" and "Bad" Company CNBC just out: The First Portfolio Manager, who today also became the First HR Manager of General Motors, is quoted as saying he wants to sp... good and badzero hedge https://zerohedge.blogspot.com/2009/03/reit-graphic-representation-of-risk.html?showComment=1237400160001 Zero Hedge: REIT Graphic Representation Of Risk Perception A three-axial analysis of some of the most prominent REIT names yields some interesting results. The chart below is a 3D scatter plot of Z s... zero hedgereitgraphicrepresentationrisk https://zerohedge.blogspot.com/2009/02/mandarin-oriental-burning-down.html?showComment=1263984990586 Zero Hedge: Beijing Mandarin Oriental Burning Down Via WSJ: A massive fire engulfed one of Beijing's biggest new buildings, apparently destroying the tower, which is part of the soon-to-be c... zero hedgemandarin orientalbeijingburning https://zerohedge.blogspot.com/2009/03/alliancebernstein-fires-over-230.html Zero Hedge: AllianceBernstein Fires Over 230 The axes is swinging at AllianceBernstein, which likely hasn't seen a profitable quarter in years. The company announced it had canned a tot... zero hedgealliancebernsteinfires https://zerohedge.blogspot.com/2009/04/gm-is-in-defacto-default.html Zero Hedge: GM Is In "Defacto Default" Egan Jones calling it like it is: Defacto default - bondholders are offered just 10% of the Co.'s equity in exchange for their $27B in debt ... zero hedgeis ingmdefactodefault https://zerohedge.blogspot.com/2009/06/observations-on-high-frequency-trading.html Zero Hedge: Observations On High Frequency Trading Joe Saluzzi of Themis Trading has put together a great synopsis of a High Frequency Trading roundtable held today, called, in traditional HF... zero hedgeon highobservationsfrequencytrading https://zerohedge.blogspot.com/2009/03/calipersnication.html?showComment=1238518500000 Zero Hedge: CaliPERSnication Two years ago it was said that you if had a direct line to the CIO of CalPERS, one of the nation's largest public pension funds, and specifi... zero hedge https://zerohedge.blogspot.com/2009/04/madoff-rolex-connection.html?showComment=1238717520000 Zero Hedge: The Madoff Rolex Connection Zero Hedge is happy to introduce its newest contributor, Travis, whose extensive background in the intricacies of the ultraluxury world will... zero hedgemadoffrolexconnection https://zerohedge.blogspot.com/2009/06/doubling-of-unemployment-paychecks.html Zero Hedge: The Doubling Of Unemployment "Paychecks" As program trading computers pretend to care about such fundamental things as continuing jobless claims, a peculiar trend emerges. Over the ... zero hedgedoublingunemploymentpaychecks https://zerohedge.blogspot.com/2009/06/chrysler-sunday-evening-update.html Zero Hedge: Chrysler Sunday Evening Update Update 1 : Chrysler just filed its response to the Indiana appeal. The biggest variable here is the value that Chrysler assumes the first li... zero hedgesunday eveningchryslerupdate https://zerohedge.blogspot.com/2009/02/mandarin-oriental-burning-down.html?showComment=1234217400000 Zero Hedge: Beijing Mandarin Oriental Burning Down Via WSJ: A massive fire engulfed one of Beijing's biggest new buildings, apparently destroying the tower, which is part of the soon-to-be c... zero hedgemandarin orientalbeijingburning https://zerohedge.blogspot.com/2009/02/mandarin-oriental-burning-down.html?showComment=1258732076028 Zero Hedge: Beijing Mandarin Oriental Burning Down Via WSJ: A massive fire engulfed one of Beijing's biggest new buildings, apparently destroying the tower, which is part of the soon-to-be c... zero hedgemandarin orientalbeijingburning https://zerohedge.blogspot.com/2009/01/madoff-feeder-fund-scandals-moving-west.html Zero Hedge: Madoff Feeder Fund Scandal Moving West ...To Los Angeles. The latest victims are 91 year-old Zsa Zsa Gabor, together with her ninth, and 30 years old younger husband, Frederic vo... zero hedgemadofffeederfundscandal https://zerohedge.blogspot.com/2009/03/chinese-are-coming.html?showComment=1238032800000 Zero Hedge: The Chinese are coming! You know the US is screwed when China is lecturing us on capitalism. Luo Ping, a director general at the China Banking Regulatory Commissi... zero hedgethe chinesecoming https://zerohedge.blogspot.com/2009/02/overview-of-refinance-considerations.html?showComment=1233923460000 Zero Hedge: Overview Of Refinancing Considerations For Credit Investors Credit investors have been riding a high wave in the past few months. We have been sceptical of the breadth and duration of this exuberance ... zero hedgeoverview offor creditrefinancingconsiderations https://zerohedge.blogspot.com/2009/04/spy-vol-at-half-of-average.html Zero Hedge: SPY Vol At Half Of Average The daily volume on the SPY to this point is at 162 million shares, half the daily average of 333 million shares traded. The market continue... zero hedgespyvolhalfaverage https://zerohedge.blogspot.com/2009/04/imminent-disinformation-schism.html?showComment=1239484620000 Zero Hedge: The Imminent Disinformation Schism With articles like this coming out of Time magazine, it is inevitable that in the immediate future, the United States will be split into two... zero hedgeimminentdisinformationschism https://zerohedge.blogspot.com/2009/06/club-simply-wasnt-enough.html Zero Hedge: The Club Simply Wasn't Enough.... So the early morning goes on. Radio Zero zero hedgethe clubsimplyenough https://zerohedge.blogspot.com/2009/03/so-you-want-14x-free-leverage.html?showComment=1237846440000 Zero Hedge: So You Want 14x Free Leverage? And yes, as reader Mike points out, it is 14x, not 12x (as ZH also erroneously assumed). The administration's 6x definition of leverage is r... zero hedgeyou wantfreeleverage https://zerohedge.blogspot.com/2009/05/talf-v3645-now-with-enhanced-cmbs.html Zero Hedge: TALF v364.5, Now With Enhanced CMBS Dumping Provisions Below we present the summarized term sheet of the most recent reincarnation of the TALF, compliments of the Federal Reserve . Securitized Bo... zero hedgenow withtalf https://zerohedge.blogspot.com/2009/06/goldman-sachs-responds-to-dark-pool.html Zero Hedge: Goldman Sachs Responds To Dark Pool Impropriety Allegations It is good that Goldman at least acknowledges the issue of perceived " dark pool"/Sigma X impropriety. I hope Mr. Ed Canaday can now respon... zero hedgegoldman sachsdark poolrespondsimpropriety https://zerohedge.blogspot.com/2009/04/eurofresh-tomatoes-obituary.html Zero Hedge: Eurofresh Tomatoes Obituary After a long and painful fight with assorted tomato mosaic viruses, lack of cash flow and illiquidity, Arizona greenhouse tomato grower Euro... zero hedgeeurofreshtomatoesobituary https://zerohedge.blogspot.com/2009/04/is-white-house-in-de-shaws-pocket.html?showComment=1238818020000 Zero Hedge: Is The White House In DE Shaw's Pocket? Larry Summers, who was not only Tim Geithner's predecessor as the 71st Secretary of the Treasury (from 1999 to 2001), but also the 27th Pres... the white housezero hedge https://zerohedge.blogspot.com/2009/01/market-in-full-meltdown-mode-ibm-has.html Zero Hedge: Market in Full Meltdown Mode; IBM Has Head in Sand Financials all over the world received the Friend-O treatment today....repeatedly. XLF financial index hits all time low. IBM which announce... zero hedgemarket infull https://zerohedge.blogspot.com/2009/06/white-house-expcets-10-unemployment-in.html Zero Hedge: White House Expects 10% Unemployment In Next Few Months Developing story: this means that unemployment will either be allowed to reach its true, "unadjusted" levels in the low teens shortly, or wi... zero hedgewhite houseexpects https://zerohedge.blogspot.com/2009/04/honey-i-shrink-treasuries.html Zero Hedge: Honey I Shrunk The Treasuries 10Y UST just got the Friend-O treatment. The yield now is a Fed vomit-inducing 3.15%. zero hedgehoneyshrunktreasuries https://zerohedge.blogspot.com/2009/02/roubini-more-on-n-word-or-n-process-as.html Zero Hedge: Early Feb 11 Headlines Roubini more on the N-Word , or N-Process as he calls it ( RGE Monitor ) Buffett's infinite investment horizon in need of lengthening ( ... zero hedgeearlyfebheadlines https://kingfish1935.blogspot.com/2009/07/zero-hedge-its-not-over.html Jackson Jambalaya: Zero Hedge: It's not over zero hedgejacksonjambalaya https://zerohedge.blogspot.com/2009/03/good-paperweight-from-imf.html?showComment=1237988400000 Zero Hedge: Good Paperweight From The IMF In anticipation of the new biannual IMF report due out early April, I present the most recent Global Financial Stability Report which was is... zero hedgefrom thegoodpaperweightimf https://zerohedge.blogspot.com/2009/04/daily-credit-market-summary-april-6.html Zero Hedge: Daily Credit Market Summary: April 6 - Blunt Pain Spreads were mixed in the US today with IG worse, HVOL improving, ExHVOL weaker, XO wider, and HY rallying. Indices typically underperforme... zero hedgecredit marketdailysummaryapril https://zerohedge.blogspot.com/2009/04/slaughtering-bulls-false-hopes.html?showComment=1238778540000 Zero Hedge: Slaughtering The Bulls' False Hopes Nothing like a Friday update from Dave and his recap on why the Kool Aid is flowing freely. Some of the main points presented in the weekly ... zero hedgethe bullsslaughteringfalsehopes https://zerohedge.blogspot.com/2009/04/biggest-loan-movers-week-of-april-10.html Zero Hedge: Biggest Loan Movers: Week Of April 10 Source: LPC Loan Connector zero hedgebiggestloanmoversweek https://zerohedge.blogspot.com/2009/03/overallotment-march-3.html?showComment=1236148320000 Zero Hedge: Overallotment: March 3 New $60 billion treasury sale on deck ( Bloomberg ) The unemployment breadth of the recession ( NYT ) Junk bond borrowers line up ( WSJ ) C... zero hedgemarch https://screwtapefiles.blogspot.com/2011/09/zero-hedge-zj6752.html Screwtape Files: Zero Hedge ZJ6752 Investing, precious metals, science, IT, diplomacy, academia, detective-ing, journalism, think tanks and James Bond-y-ness (really). zero hedgescrewtapefiles https://zerohedge.blogspot.com/2009/02/mandarin-oriental-burning-down.html?showComment=1261682185499 Zero Hedge: Beijing Mandarin Oriental Burning Down Via WSJ: A massive fire engulfed one of Beijing's biggest new buildings, apparently destroying the tower, which is part of the soon-to-be c... zero hedgemandarin orientalbeijingburning https://zerohedge.blogspot.com/2009/05/daily-credit-market-summary-may-4-light.html Zero Hedge: Daily Credit Market Summary: May 4 - Light Flows Spreads were tighter in the US as all the indices improved amid light volumes. Indices generally outperformed intrinsics with skews mostly ... zero hedgecredit marketdailysummarymay https://zerohedge.blogspot.com/2009/06/is-credit-suisse-going-for-broke-with.html Zero Hedge: Is Credit Suisse Going For Broke With ETFs? Well, the "for broke" part is hopefully a pun. But based on their most recent holdings, which among others include 104% of the IYR Real Esta... going for brokezero hedgecredit suisseetfs https://zerohedge.blogspot.com/2009/03/intercontinental-exchange-is-now-clear.html?showComment=1236211620000 Zero Hedge: Intercontinental Exchange Is Now Clear To Clear CDS Trades The Federal Reserve Board has approved the proposal of Atlanta-based Intercontinental Exchange (ICE) to be CDS clearinghouse. The SEC is exp... zero hedgeintercontinental exchangeis nowclearcds https://zerohedge.blogspot.com/2009/04/wall-street-back-to-its-criminal-ways.html?showComment=1238929440000 Zero Hedge: Wall Street Back To Its Criminal Ways? There was a time on Wall Street when insider trading was rampant, when sellside analysts would pump stocks under the guidance of their super... zero hedgewall streetback tocriminalways https://zerohedge.blogspot.com/2009/03/madoff-victim-letters.html Zero Hedge: Madoff Victim Letters zero hedgemadoffvictimletters https://zerohedge.blogspot.com/2009/02/merrill-bubble.html?showComment=1260347852723 Zero Hedge: The Merrill Bubble It is pretty fascinating that Merrill which ranks horribly in both increasing writedowns and change in leverage over the past 5 years has th... zero hedgemerrillbubble https://zerohedge.blogspot.com/2009/04/quantology-revisited-negative-convexity.html?showComment=1239553920000 Zero Hedge: Quantology Revisited: The Negative Convexity Implications Of Delta-Hedging I thank readers who provided tremendous insights on the market illiquidity post. However, one point that nobody mentioned, which may very we... zero hedgethe negativerevisited https://zerohedge.blogspot.com/2009/04/reit-prologis-joins-equity-offering.html Zero Hedge: REIT ProLogis Joins Equity Offering Bandwagon I am Jack's total lack of surprise: ProLogis has announced it will monetize the recent rally in REITs and will issue 115 million shares (a... zero hedgereitprologisjoinsequity https://zerohedge.blogspot.com/2009/06/frontrunning-june-24.html Zero Hedge: Frontrunning: June 24 State Street, which is underweight bonds, sees Treasuries at 4.5% in 6-12 months ( Forbes ) [State Street is also underweight shorting] Swis... zero hedgejune https://zerohedge.blogspot.com/2009/02/stanford-found-in-virginia-by-fbi.html Zero Hedge: Allen Stanford Found in Virginia By FBI Agents Presumably arrested although sources are unclear... maybe arresting FBI agents were on the political contribution list and looked the other ... zero hedgeallen stanfordin virginiafoundfbi https://zerohedge.blogspot.com/2009/04/updated-basis-trade-thoughts.html Zero Hedge: Updated Basis Trade Thoughts Early Zero Hedge readers are aware that I have often discussed the benefits of the basis trade in the context of an improvement in overall m... zero hedgeupdatedbasistradethoughts https://zerohedge.blogspot.com/2009/02/smurfit-stone-cds-auction-mid-point-set.html Zero Hedge: Smurfit Stone CDS Auction Mid Point Set At 7.875% No major surprises in SSCC's ISDA CDS and LCDS auctions. Creditex has determined the inside market mid-point for CDS at 7.875% while the LCD... zero hedge https://zerohedge.blogspot.com/2009/01/death-watch-circuit-city-liquidates.html Zero Hedge: Death Watch: Circuit City Liquidates Circuit City will not pass go on its way to the garbage heap. Despite rumors that it had found outright buyers for its stores, including suc... zero hedgedeath watchcircuit city https://zerohedge.blogspot.com/2009/02/moodys-to-downgrade-banks-with-eastern.html?showComment=1234858200000 Zero Hedge: Moody's To Downgrade Banks With Eastern European Exposure As we discussed a week ago , things in Eastern Europe are going from bad to worse and are dragging neighboring countries into the hole. Mood... zero hedgeeastern europeanmoody https://zerohedge.blogspot.com/2009/03/ridiculous-marks-of-toxic-assets-part-2.html?showComment=1237930320000 Zero Hedge: The Ridiculous Marks of Toxic Assets (part 2) Following up on Tyler's earlier post, it's important to put the potential PPIP assets in perspective to the overall holdings of the banks. C... zero hedgeridiculousmarkstoxicassets https://zerohedge.blogspot.com/2009/07/state-street-on-liquidity-black-holes.html Zero Hedge: State Street On Liquidity Black Holes Liquidity, as frequent readers know, is a fascinating topic to Zero Hedge. Liquidity black holes, as one would imagine, is doubly so. Howeve... zero hedgestate streetliquidityblackholes https://zerohedge.blogspot.com/2009/04/ken-lewis-fed-has-been-kind-of-hero.html Zero Hedge: Ken Lewis: "The Fed Has Been Kind Of A Hero" In an interview with Fox Business Network , Lewis plants his feet squarely in his mouth while wearing the pinkest of pink too-big-to-fail gl... zero hedgethe fed https://zerohedge.blogspot.com/2009/02/mandarin-oriental-burning-down.html?showComment=1260115295751 Zero Hedge: Beijing Mandarin Oriental Burning Down Via WSJ: A massive fire engulfed one of Beijing's biggest new buildings, apparently destroying the tower, which is part of the soon-to-be c... zero hedgemandarin orientalbeijingburning https://zerohedge.blogspot.com/2009/04/broken-market.html?showComment=1239835020000 Zero Hedge: Broken Market April 14th SPY close $84.35; VWAP close: $84.77 April 15th SPY close$85.25; VWAP close: $84.41 , lower than prior close. Note the massive bu... zero hedgebrokenmarket https://zerohedge.blogspot.com/2009/07/some-more-observations-on-goldman.html Zero Hedge: Some More Observations On The Goldman Squidweb Compliments of Muckety zero hedgesome moreon theobservationsgoldman https://zerohedge.blogspot.com/2009/01/wells-fargo-blames-high-mortgage-rates.html Zero Hedge: Wells Fargo Blames High Mortgage Rates on "Soaring" Demand This bloomberg article has left us a little speechless... First of all, as we point out recently , Wells Fargo has recently been hiking the... zero hedgewells fargomortgage ratesblames https://zerohedge.blogspot.com/2009/06/s-fires-first-shot-in-upcoming.html Zero Hedge: S&P Fires First Shot In Upcoming California Economic Collapse With the state a self-disclosed 50 days away from complete financial ruin, it was a matter of time before the "forward" looking rating agenc... zero hedges pfirst shot https://zerohedge.blogspot.com/2009/01/another-kick-in-cox-balls.html?showComment=1231805040000 Zero Hedge: Another Kick in Cox' Balls All you ever needed to know about Icon Wealth Management, that the Government already knew of course. Courtesy of Marc Schrenker http://www.... zero hedgeanotherkickcoxballs https://zerohedge.blogspot.com/2009/04/nyse-down-volume-outpaces-up-volume.html Zero Hedge: NYSE Down Volume Outpaces Up Volume Another bizzaro day on Wall Street. Up volume breadth on the NYSE almost half of down volume. zero hedgenysevolume https://zerohedge.blogspot.com/2009/03/aigs-secret-21-page-memo-revealed.html Zero Hedge: AIG's Secret 21 Page Memo Revealed zero hedgeaigsecretmemorevealed https://zerohedge.blogspot.com/2009/03/bailoutspotting-or-search-for-great.html Zero Hedge: Bailoutspotting (Or The Search For The Great Financial Methadone Clinic) "I don't feel the sickness yet, but it's in the post. That's for sure. I'm in the junkie limbo at the moment. Too ill to sleep. Too tired to... zero hedgethe search https://zerohedge.blogspot.com/2009/02/glance-at-upcoming-eastern-european.html Zero Hedge: A Glance At The Upcoming Eastern European Cataclysm As most eyes are glued to CNBC and the exploration of the huge financial problem at home , few follow just how bad the situation is at fledg... zero hedgeat theeastern europeanglanceupcoming https://zerohedge.blogspot.com/2009/06/tgi-failure-friday-one-north-carolina.html Zero Hedge: TGI Failure Friday: One North Carolina, One Georgia Bank, One Kansas Failure For the 4 people who are still keeping track of the complete failure that is our banking industry, today the FDIC closed down three more ban... zero hedgenorth carolinatgifailurefriday https://zerohedge.blogspot.com/2009/04/daily-credit-market-summary-april-8-big.html?showComment=1239226020000 Zero Hedge: Daily Credit Market Summary: April 8 - Big Bang Spreads were mixed in the US today with IG worse, HVOL improving (thanks to insurers), ExHVOL weaker, XO wider, and HY selling off. Indices ... zero hedgecredit marketdailysummaryapril https://zerohedge.blogspot.com/2009/04/overallotment-april-28.html Zero Hedge: Overallotment: April 28 Ken Lewis - dead man walking ( Bloomberg ) Citigroup scrambles to raise capital ( FT ) Swing flu is no a global pandemic ( FT ) Obama refuse... zero hedgeapril https://zerohedge.blogspot.com/2009/03/mgm-gets-tripple-hooks.html Zero Hedge: MGM Gets The Tripple Hooks zero hedgemgmgetstripplehooks https://zerohedge.blogspot.com/2009/04/martin-armstrongs-musings-from-behind.html?showComment=1239804960000 Zero Hedge: Martin Armstrong's Musings From Behind The Concrete For the side view on Goldman Sachs. Publish at Scribd or explore others: zero hedgemartin armstrongfrom behindmusingsconcrete https://zerohedge.blogspot.com/2009/02/should-investors-buy-what-government-is.html Zero Hedge: Should Investors Buy What the Government is Buying? Granted this topic deserves a much more extensive analysis and I hope to readdress it in the near future (but in the mean time welcome any t... zero hedgewhat theinvestorsbuygovernment