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- Dubious Emerging Market GDPs Are a Trap
- A Primer for Trading Citi This Week
- Where Will GE's Jeff Immelt Be at 2 PM Today?
- IMF Needs Its Own Rescue Package Now
- Widening Rich/Poor Gap Spreads Contradict Global Recovery
- Urgent Sell Signal from the CMBS Market, Finally
- Shorting Russia Via Ruble ETF Trade
- Why Shorting Financials Is a Logical Response
- Short Treasuries? Never A Better Time
- G-20’s Done: Time to Recheck Buy Signals
- Memo to Warren: AmEx Preferred at 15%, Warrants at $12
- 100% Yields on Ecuador Bonds: A Sign of the Times
- GE's Dividend Assertion is Dangerous
- FDIC Guarantee: More Toxic Than the Target Itself
- GM Headed to Zero, With or Without the Pelosi Bailout
- GE, Goldman Bond Spreads: Unrealistic and Unsustainable
- Is Goldman Sachs Heading to $20?
- Fitch Downgrades Reaffirm the Case to Exit Eastern Europe
- Opportunity to Sell Into China's Illusory Stimulus Package
- Why General Motors Should Be Delisted
- Berkshire Valuation Questionable as Business Fails Guidance Tests
- Credit Impairments Justify Investor Trading Only from the Short Side
- Citigroup Is Heading into the Single Digits
Tuesday's CDS Data Generates More Questions Than Answers
Nov. 5, 2008 • Comment!
- CDS Prices Trend Calls Another Downturn in Equities
- Central Banks Are Destroying Traditional Risk Spread Methodologies
- CDS Clearing Houses Could Magnify the Market Disruptions
- The Political Case to Short India
- Short India Is a Perfect Emerging Market Trade
Extreme CDO Leverage to Create Another Deleveraging Storm
Oct. 28, 2008 • 3 Comments
- Will Insurance Companies Be Part of the Bailout?
- How Will Hungary Shape Eastern European CDS Prices this Week?