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Articles (33)
Instablog (
7
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Comments (106)
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U.S. Dollar Can and Will Drop
on Apr 29, 2009
•
TIP
,
UDN
,
UUP
56 Comments
China's Economy Isn't in the Same Boat as the 'Developed' World
on Mar 02, 2009
•
FXI
,
PGJ
51 Comments
Is the End of the Crisis Near?
on Oct 08, 2008
•
DIA
,
QQQQ
,
SPY
36 Comments
Lehman's CDS Mess: Who's on the Hook?
on Oct 13, 2008
•
AIG
,
CS
,
DB
33 Comments
Mark-to-Market vs. Mark-to-History
on Oct 05, 2008
31 Comments
This Recession Will Be Anything but Deep
on Oct 16, 2008
•
DIA
,
FXE
,
IVV
27 Comments
Can We Go Back to the Old Wall Street?
on Feb 09, 2009
•
SPY
24 Comments
Annihilate the Perverse Effect of CDS on Bondholders
on May 01, 2009
•
SPY
,
TLT
16 Comments
Added Liquidity Part of the Problem, Not the Solution
on Oct 06, 2008
•
IXG
,
IYF
,
XLF
16 Comments
Five Ways This Bubble May End
on Apr 20, 2009
•
CEE
,
DIA
,
GE
15 Comments
Lehman CDS Net Settlement Only $6B: What Does It Mean?
on Oct 13, 2008
•
LEHMQ.PK
,
XLF
14 Comments
Chrysler: Reshuffle the Corporate Capital Structure?
on May 03, 2009
•
DAI
,
F
,
GMGMQ.PK
13 Comments
Lehman Bankruptcy: Crisis Management Via Crisis Export?
on Dec 29, 2008
•
DIA
,
SPY
,
XLF
12 Comments
When Will the USD Carry Trade Unwind?
on Feb 11, 2009
•
FXY
,
UDN
,
UUP
11 Comments
Be Careful Playing with the Black Swan
on Jan 20, 2009
•
DIA
,
QQQQ
,
SPY
11 Comments
Long-Term Crisis Remains Strong
on Jan 19, 2009
•
SPY
11 Comments
It's the Capital, Not Liquidity, Stupid
on Oct 07, 2008
•
DIA
,
IXG
,
IYF
11 Comments
The Bailout Pork Effect: Short Term Rally, Long Term Disaster
on Oct 03, 2008
•
DIA
,
QQQQ
,
SPY
10 Comments
The Risk Biggest Source: Government
on Mar 08, 2009
•
AIG
,
BAC
,
C
9 Comments
What if Chrysler Holdouts Overhedged with CDS?
on May 05, 2009
•
GMGMQ.PK
8 Comments
China's First Step Towards Bilateral Currency Swaps
on Apr 02, 2009
•
CYB
,
FXI
,
PGJ
8 Comments
A Proposal on Transforming CDSs: Credit Insurance Trust
on Oct 19, 2008
•
DIA
,
QQQQ
,
SPY
8 Comments
FASB Statement 159: A Big, Fat Legal Scam
on Apr 19, 2009
7 Comments
Banking Solution: Reprivatization, Not Nationalization
on Feb 22, 2009
•
XLF
7 Comments
Supply and Demand Have Little Relevance in Commodities Prices
on Oct 30, 2008
•
DBC
,
GSG
7 Comments
Lehman Debt: When a Senior Bond Is Very Junior
on Oct 14, 2008
6 Comments
Solving the Financial Crisis When 1+1 Doesn't Equal 2
on Feb 02, 2009
•
XLF
4 Comments
The Wonderful World of Self-Insurance
on Oct 10, 2008
•
XLF
4 Comments
I'll Sell You All the CDS on Citigroup You Want
on Nov 23, 2008
•
C
3 Comments
Why Public Ownership Is Passe
on Nov 19, 2008
3 Comments
Bailouts Force a Surge in Systemic Risk
on Mar 09, 2009
•
AIG
,
BAC
,
C
2 Comments
Is the U.S. Dollar the New Carry Trade Currency?
on Oct 27, 2008
•
FXY
,
UUP
2 Comments
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Articles by Ticker
AIG
,
BAC
,
C
,
CEE
,
CS
,
CYB
,
DAI
,
DB
,
DBC
,
DIA
,
F
,
FXE
,
FXI
,
FXY
,
GE
,
GMGMQ.PK
,
GS
,
GSG
,
IVV
,
IXG
,
IYF
,
JPM
,
KBE
,
LEHMQ.PK
,
MS
,
PGJ
,
QQQQ
,
SPY
,
TIP
,
TLT
,
UDN
,
UUP
,
XLF
Latest Comments on Bo Peng's Articles
Rollo19
on
When Will the USD Carry Trade Unwind?
: change is to.. I guess your comments describe a significant reason...
more »
niteshift
on
Chrysler: Reshuffle the Corporate Capital Structure?
: Tori: this had happen before President Ronald Reagan(I THINK HE...
more »
Anthony B
on
What if Chrysler Holdouts Overhedged with CDS?
: "hedged debtholders/shareholders should have their representation...
more »
Gravedigger
on
What if Chrysler Holdouts Overhedged with CDS?
: They just paid too much and don't want the loss. Their position...
more »
henarl
on
What if Chrysler Holdouts Overhedged with CDS?
: If the bondholders volutarily agreed to a cramdown that would...
more »
Bo Peng
on
What if Chrysler Holdouts Overhedged with CDS?
: CorradoCam, I'm not sure how DTCC classifies ref entities....
more »
shootpar2001
on
What if Chrysler Holdouts Overhedged with CDS?
: Even Idiots at AIG could have made this mistake..... They could...
more »
john s. gordon
on
What if Chrysler Holdouts Overhedged with CDS?
: author has raised an interesting possibility. hoffman: do not...
more »
hoffman23
on
What if Chrysler Holdouts Overhedged with CDS?
: Who wrote CDS's on Chrysler? AIG? Even those idiots weren't that...
more »
CorradoCam
on
What if Chrysler Holdouts Overhedged with CDS?
: I do not see Chrysler amongst the top 1000 reference entities of...
more »
The Betsy
on
Chrysler: Reshuffle the Corporate Capital Structure?
: "Correction is appreciated."???? You just did the...
more »
billddrummer
on
Chrysler: Reshuffle the Corporate Capital Structure?
: What amazes me about this deal is that Fiat gets its 20% stake...
more »
henarl
on
Chrysler: Reshuffle the Corporate Capital Structure?
: Now that this is in bankruptcy court, there will be a blizzard of...
more »
Alexander Vasilyonok
on
Annihilate the Perverse Effect of CDS on Bondholders
: Chrysler's bondholders have pushed the company into...
more »
Lilguy
on
Annihilate the Perverse Effect of CDS on Bondholders
: You go, Bo!
more »
Latest Comments on Bo Peng's Articles
Latest Comments on Bo Peng's Articles