Reggie's Asset Securitization Crisis Analysis Roadmap (to date)

Reggie Middleton's Asset Securitization Crisis Analysis Roadmap to date:

1.        Intro: The great housing bull run – creation of asset bubble, Declining lending standards, lax underwriting activities increased the bubble – A comparison with the same during the S&L crisis

2.       Securitization – dissimilarity between the S&L and the Subprime Mortgage crises, The bursting of housing bubble – declining home prices and rising foreclosure

3.       Counterparty risk analyses – counterparty failure will open up another Pandora’s box

4.       The consumer finance sector risk is woefully unrecognized, and the US Federal reserve to the rescue

5.        Municipal bond market and the securitization crisis – part I  

6.       An overview of my personal Regional Bank short prospects Part I: PNC Bank - risky loans skating on razor thin capital, PNC addendum Posts One and Two

7.        Reggie Middleton says don't believe Paulson: S&L crisis 2.0, bank failure redux

8.       More on the banking backdrop, we've never had so many loans!

9.       As I see it, these 32 banks and thrifts are in deep doo-doo!

10.     The Municipal Bond Market and the Asset Security Crisis, pt 2

11.      A little more on HELOCs, 2nd lien loans and rose colored glasses

12.     Will Countrywide cause the next shoe to drop? CDS risk galore

13.     Next up: an overview of Capital, Leverage and Loss in the Banking System

14.     And finally, a drill down into the specifics on the Doo-Doo list

15.     To wind things up, I will deliver (free of charge) another full forensic analysis of at least one other company on the Doo-Doo list.

Comments

[drmalaka:]

Reggie, I can't get to any of the links. Is anyone else having a problem?

Thanks

2008 May 28 06:13 PM

[Reggie Midd...:]

Whenever you need access to any thing that I do, always refer to my site. Seeking Alpha only carries about 20% to 30% of the stuff that I release to the public anyway.

boombustblog.com is where you will be guaranteed to find the meat.

2008 May 28 08:10 PM

[SA Editor J...:]

I checked and the links seem to be working fine - going to the author's site directly is always a good alternative as well.

2008 May 29 03:56 AM