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David Merkel's Articles
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Sector Correlations and S&P 500 Returns
on Jul 02, 2009
The Benefits of Dumb Regulation
on Jun 30, 2009
Redacted June FOMC Statement
on Jun 26, 2009
Systemic Risk Is Unmanageable
on Jun 22, 2009
•
KBE
,
XLF
No State Prosperity = No National Prosperity
on Jun 22, 2009
•
DIA
,
QQQQ
,
SPY
Book Review: The Guru Investor, by John P. Reese
on Jun 19, 2009
Immovable Forces: Market Areas That Will Resist Change
on Jun 19, 2009
Ten Points, Mainly on the Debt Markets
on Jun 15, 2009
Bailout Nation: Merkel Reviews Ritholtz
on Jun 13, 2009
The Problems with Constant Compound Interest
on Jun 11, 2009
Negative Swap Spreads: Current Game in the Derivatives Market
on Jun 08, 2009
Monetary Policy Is Loose, Yield Curve Steep, Waters Uncharted
on Jun 05, 2009
Unstable Value Funds, CMBS Edition
on Jun 03, 2009
Eight Notes on the U.S. Government's Effects on the Economy
on May 31, 2009
•
DIA
,
SPY
Book Review: Financial Shock, by Mark Zandi
on May 30, 2009
15 Thoughts on Advantage in the Markets
on May 29, 2009
•
DIA
,
QQQQ
,
SPY
Big Moves: Wednesday's Phase Change
on May 28, 2009
•
TBT
,
TLT
Thirteen Aspects of Our Current Economic Situation
on May 27, 2009
•
AIQ
,
GMGMQ.PK
,
OIL
15 Notes on Our Current Economic Situation
on May 26, 2009
Old National: Why Government Should Be Creating Markets Instead of Pricing Warrants
on May 25, 2009
•
ONB
Quantitative Strategies for Achieving Alpha, by Richard Tortoriello
on May 22, 2009
Don't Confuse a Bear Market with Stupidity
on May 22, 2009
12 Notes on the Economic Scene
on May 20, 2009
•
MBI
So What's a Year Worth? U.S. Government Net Liabilities
on May 19, 2009
Selling Hartford, Buying Canadian National
on May 17, 2009
•
AIZ
,
ALL
,
CNI
Book Review: Street Fighters
on May 17, 2009
So What's a Year Worth? Keeping Medicare and Social Security Afloat
on May 14, 2009
Zero Shorts: Beware 'Free Money'
on May 14, 2009
•
AIG
,
F
,
FNM
What to Ask AIG
on May 12, 2009
•
AIG
Stressing the Bank Tests
on May 12, 2009
•
BAC
,
C
,
FITB
12 Notes on the Current Market Situation
on May 08, 2009
•
BRK.A
,
BRK.B
,
F
Systemic Risk: The Foxes Are Guarding the Henhouse
on May 07, 2009
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Comments on David Merkel's Articles
verronica
on
To What Degree Were AIG's Operating Insurance Subsidiaries Sound? (Part 6)
: While generalist managers or administrators can undertake some...
more »
Research123
on
The Benefits of Dumb Regulation
: Financial transparency should be the goal af any new regulations,...
more »
TeresaE
on
Redacted June FOMC Statement
: "Inventory correction" That is rich. Most companies have been...
more »
Socialism cannot compete!
on
Redacted June FOMC Statement
: Brown shoots: 1) States heading towards default. 2) Municipalities...
more »
perceptions_now
on
Systemic Risk Is Unmanageable
: Often when we talk about the Fed, we talk about a dual mandate —...
more »
W.E. Heasley
on
No State Prosperity = No National Prosperity
: As it is, states are cutting their budgets drastically because...
more »
BerkeleyBob
on
No State Prosperity = No National Prosperity
: The central point is that the fiscal health of the states and...
more »
Jimbo
on
Systemic Risk Is Unmanageable
: A commenter to another article on SA this morning used the...
more »
OldNavySailor
on
No State Prosperity = No National Prosperity
: Here in New York, the teachers' union continues to exert its...
more »
morph366
on
Systemic Risk Is Unmanageable
: Whoever is chosen to be the ultimate guarantor of the financial...
more »
Living4Dividends
on
Systemic Risk Is Unmanageable
: David - Reading thru the others comments, I have come to conclude...
more »
Moon Kil Woong
on
No State Prosperity = No National Prosperity
: Quaduse...: LOL good point. GS is creating a bubble in bonuses to...
more »
Fighting Yoda
on
Systemic Risk Is Unmanageable
: America’s business model last couple of decades has been...
more »
Alex Filonov
on
Systemic Risk Is Unmanageable
: Actually, Fed was created as a lender of the last resort, so so...
more »
VP of Common Sense
on
No State Prosperity = No National Prosperity
: Why so bullish? *Sheesh* On Jun 22 09:54 AM conceptwizard...
more »
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Comments on David Merkel's Articles