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Jeffrey Bernstein

 
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  • Credit Corrosion Continues: Delinquencies Hit Record
    Dec. 2, 2009 2 Comments
  • Jamie Dimon at the J.P. Morgan Cyclicals Conference
    Sep. 18, 2009 SPY, XLF 2 Comments
  • Night Falls on New York's Zombie Hotels
    Jul. 15, 2009 L, HLT-OLD, HOT 1 Comment
  • Commercial Real Estate Decline a Major Challenge for Banks
    Jul. 7, 2009 2 Comments
  • IMN Real Estate Private Equity Conference Tidbits
    Jun. 17, 2009 IYR Comment!
  • Forecast: Volatility
    Jun. 14, 2009 TLT, TIP, TBT 3 Comments
  • Will a Bull Market Break Out?
    Jun. 4, 2009 SPY, QQQ 9 Comments
  • FDIC Q109 Data Update
    Editors' Pick • May. 29, 2009 Comment!
  • C&I Loans Are Starting to Unravel
    May. 22, 2009 IYR, XLF 11 Comments
  • Is the Time Ripe for REITs?
    Apr. 28, 2009 KIM, SPG, AMB 2 Comments
  • Loan Extensions: Bridge to Nowhere?
    Apr. 22, 2009 IMOS, MGM, MAC 5 Comments
  • Now Playing: Zombie Condos in Manhattan
    Apr. 17, 2009 WFC, PNC, AIG 14 Comments
  • Shadow Banking System: Death from Nowhere
    Mar. 3, 2009 IYR, ICF, XLF 6 Comments
  • Major Losses Shown in FDIC's Quarterly Banking Profile
    Mar. 1, 2009 XLF Comment!
  • Bad Bank Loans at Extreme Levels
    Mar. 1, 2009 XLF, IYR 7 Comments
  • Zombie Condos, Part II: Day of the Charge-Off
    Feb. 17, 2009 VNO, GPT, SOV Comment!
  • Developments in Multi-Family Housing Don't Bode Well for New York Bancorp
    Feb. 12, 2009 IYR, NYCB 7 Comments
  • New York City's Apartment Boom: Bedroom Surprises
    Feb. 10, 2009 VNO, ALX, AKR Comment!
  • How Big Was the NYC Housing Bubble?
    Feb. 9, 2009 VNO, ALX, AKR 13 Comments
  • Pick Your Poison: Fair Market Value, Orderly Liquidation Value or Forced Liquidation Value
    Jan. 11, 2009 HCBK, AF, COF 5 Comments
  • Prepare for Shock and Awe in the New York City Real Estate Market
    Jan. 10, 2009 VNO, SLG, AKR 8 Comments
  • As Lending Ebbs, Excess Reserves Flow - A Lot
    Jan. 6, 2009 6 Comments
  • Trading Down: How Will Frugality Affect Retail Spending?
    Dec. 16, 2008 KR, XRT, XLY 1 Comment
  • NYC Commercial Meltdown: Listen to Residential's Message
    Dec. 7, 2008 FCE.A, AVB, AKR 3 Comments
  • The Good, The Bad, And the Ugly in Bank Loans
    Nov. 20, 2008 AXP, COF 6 Comments
  • Why the East and West Should Switch Roles
    Nov. 16, 2008 2 Comments
  • Coming Soon: The Zombie Condos That Ate New York
    Nov. 9, 2008 BFSB, BNY, TD 4 Comments
  • New York City Hotels Going From Foist to Woist
    Oct. 30, 2008 HOT, VNO, SLG Comment!
  • Triple B Coming to NYC: The Effects of Recent Bank Consolidations
    Oct. 2, 2008 JPM, C, WB-OLD 1 Comment
  • New York City Real Estate: As Good As T-Bills?
    Sep. 9, 2008 COF, SOV, SBNY Comment!