2008 |
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Even the Most Bearish Fail to See the Risk that Stalks the Banking World PF
Jul-02-2008
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How Hard Does CA Hit the 2nd Liens? PF
Jun-16-2008
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Doo Doo 32 Bank Drill Down 1.5: The Forensic Analysis of Wells Fargo PF
Jun-12-2008
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The Anatomy of a Sick Bank! PF
Jun-10-2008
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... And in Today's News, the World Discovers the Obvious! PF
Jun-09-2008
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For the Ignorance Arbitrage Business Model, the End Game Nears PF
Jun-05-2008
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Doo-Doo Bank Drill Down: Part 1 - Wells Fargo PF
Jun-01-2008
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Will This Be the First Domino in the CDS Collapse? PF
May-27-2008
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It Appears That I Should Have Dug Deeper into Lehman! PF
May-24-2008
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As I See It, 32 Commercial Banks and Thrifts May See the Feces Hit the Fan Blades PF
May-23-2008
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Lehman Has Already Spent All of the "Confidence" Money It Just Raised PF
May-21-2008
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More on the Banking Backdrop, They Have Never Had So Many Loans PF
May-20-2008
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"Dont believe Paulson": SnL 2.0 - Bank Failure Redux PF
May-16-2008
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The Bloody Knife Used to Gut Bear Stearns??? PF
Apr-29-2008
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Banks, Brokers and Bullsh1t - v.3.1 PF
Apr-25-2008
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Ambac Does It Again PF
Apr-23-2008
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The Worst is Behind Us, Unless Massive Bank Failure is Considered a Bad Thing PF
Apr-21-2008
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Wall Street Still Doesn't Get It PF
Apr-16-2008
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Discussion of a "Bottom" One Year After a 7 Year RE Market Run Up is Pure Ignorance! PF
Apr-11-2008
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Fitch has Stripped MBIA of it's AAA Rating - The Consequences... PF
Apr-07-2008
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A Bank Led, Bank Insurer Bailout? Efficient Markets have Less Gullibilty and Less Manipulation PF
Feb-24-2008
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Straight Talk on the Monoline Mess PF
Feb-17-2008
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Was I right on my call on Commercial Real Estate Crashing? PF
Feb-13-2008
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Is this the Breaking of the Bear? PF
Jan-30-2008
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Is this the Breaking of the Bear? Part 2 PF
Jan-30-2008
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Fitch Finally Found My Blog and Cut Ambac's Rating, So what's next... PF
Jan-20-2008
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After Reading the Prospectus and Reviewing Potential Losses, Would You Buy These Notes? PF
Jan-17-2008
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Ambac Now Has a Municipal Bond Issue to Worry About - Im not going to say I told you so PF
Jan-15-2008
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We All Should Have Known These Were Coming... PF
Jan-13-2008
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MBIA in the News Recently... I am not going to say I told you so PF
Jan-12-2008
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Generally Negative Growth in General Growth Properties - GGP Part II PF
Jan-09-2008
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The Commercial Real Estate Crash Cometh, and I Know Who is Leading the Way PF
Jan-06-2008
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A Reminder Concerning Popular Housing Indices PF
Jan-04-2008
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Lennar Insolvent: Enron Redux??? PF
Jan-03-2008
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2007 |
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Again, I say, Credibility is the key, Mr. Hovnanian PF
Dec-27-2007
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Do You Remember When I Said Commercial Real Estate Was Sure To Fall? PF
Dec-20-2007
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Banks, Brokers, and Bullsh1+ Part 1 PF
Dec-19-2007
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What does Brittany Spears, Snow White and MBIA have in Common? PF
Dec-13-2007
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Will the Commercial Real Estate Market Fall? Of course it will. PF
Dec-11-2007
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Monolines Swoon, CDOs Go Boom and I really wonder why the ratings agencies are given any credibility PF
Dec-06-2007
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Follow up to the Ambac Analysis PF
Dec-04-2007
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Lennar's 50% Haircut Does Not Make Them Look Any Better PF
Dec-03-2007
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Ambac is Effectively Insolvent & Will See More than $8 Billion of Losses with Just a $2.26 Billion Market Cap PF
Nov-30-2007
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Welcome to the World of Dr. FrankenFinance! PF
Nov-29-2007
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Voodoo, Zombies, Lennar's Off Balance Sheet Accounting and Other Things of Mystery and Myth PF
Nov-21-2007
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A Super Scary Halloween Tale of 104 Basis Points Pt I PF
Nov-13-2007
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Myths, Markets and Manipulators: The Real Deal on the Homebuilders PF
Nov-07-2007
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Ryland Homes PF
Nov-02-2007
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