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Book Review: House Of Debt By Atif Mian And Amir Sufi
Mon, Jun. 2 • Comment!
- House of Debt argues that the house price bust caused the depth of Great Recession and the financial crisis.
- The financial crisis did not cause the Great Recession.
- Shared Risk Mortgages would have significantly reduced the damage caused by the house price bust.
- New zip code-specific data help to make House of Debt's conclusions convincing.
- The Cyprus Bailout Was The Best Thing To Happen To Europe Since Last August
The Lessons Of The Cyprus Debacle
Mar. 26, 2013 • 6 Comments
- In March 7 Press Conference, Confident Draghi Shows Euro Crisis Is Abating
- Match Your Asset Allocation To Your Outlook And Ability
- International Asset Allocation Revisited
- A Portfolio For The Next Market Crash
- Growing Global Capital Chasing Returns Will Chase The Stock Markets Of The World Upward
- Second-Generation Immigrants Are Assimilating And Will Expand The U.S. Economy
- Can The Stock Market Continue To Go Up When The Middle Class Is Suffering?
- Europe, At The Mid-Point Of Its Crisis, Is A Risky Place To Invest At The Moment
No Hokum: No Stock Investments With Excess Reserves
Jan. 15, 2013 • 13 Comments
- Bullish On The Economy For 2013-2015
Chinese And American Demographics Contrasted
Dec. 23, 2012 • 80 Comments
- Don't Worry About Bank Loan Loss Reserves
Shadow Banking In The Crosshairs
Nov. 19, 2012 • 3 Comments
4 More Years Of What? The Past As Prologue
Editors' Pick • Nov. 12, 2012 • 29 Comments
- The Post-Election Day Sell-Off
- Who's Afraid Of The Fiscal Cliff?
- The Traders Did It! Redux
- Hurricane Sandy, The Economy And The Stock Market
- What Does European Banking Union Mean?
- QE3 And The Buy-Low Sell-High Portfolio
- Prepare For The Next Investment Opportunity
- What Is QE And What Does It Portend? Probably Less Than You Think
- Draghi Disappoints, But Look Beyond The Headlines
- The Traders Did It!
- The Road To Eurozone Deposit Insurance
- There Is A Solution To The Eurozone Crisis
- Glass-Steagall Act Repeal Did Not Cause The Great Recession
- The JPMorgan Investment Thesis Revisited, Board Of Directors Evaluated
- Eurozone Exposures To A Greek Default