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Analysis - Latest Articles
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most recent
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most commented
Chart of the Day: Credit Card Late Fees
Dec 11
•
Felix Salmon
•
6 Comments
The Economics of Credit Card Debt
Dec 2
•
Felix Salmon
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18 Comments
The Decline of Credit Cards
Nov 11
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Felix Salmon
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10 Comments
Consumer Credit Decline Continues
Nov 6
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The Pragmatic Capitalist
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7 Comments
Consumer Credit: Precipitous Drop in Credit Card Offers
Oct 30
•
Paul Kedrosky
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6 Comments
Unexpected Auction, Predictable Fed
Aug 13
•
Bernard Thomas
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Comment!
What's John Paulson Buying Now? Hint... Think Gold
May 20
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Market Folly
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12 Comments
Credit Card Losses Continue to Mount
May 19
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Research Recap
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2 Comments
Credit Card Losses Will Be Meaningfully Higher in Q2
May 5
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Research Recap
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1 Comment
Farallon Capital's Q408: Betting on MasterCard
Apr 2
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Market Folly
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1 Comment
Alyeska Fund Banks on Energy, Fallen Financials
Mar 24
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Market Folly
•
Comment!
Companies Facing Pension Deficits and EPS Impact
Mar 12
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Market Folly
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5 Comments
Hedge Fund Portfolio Tracking: Andreas Halvorsen's Viking Global, Q4 2008
Feb 26
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Market Folly
•
Comment!
Hedge Fund Portfolio Tracking: Stephen Mandel's Lone Pine Capital, Q4 2008
Feb 19
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Market Folly
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Comment!
Hedge Fund Portfolio Tracking: Paulson & Co., Q4 2008
Feb 17
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Market Folly
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1 Comment
Late Payments on Credit Cards Reach Record Levels
Feb 6
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Research Recap
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16 Comments
Hedge Fund Portfolio Tracking: D.E. Shaw & Co (David E. Shaw), Q3 2008
Jan 16
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Market Folly
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1 Comment
Hedge Fund Tracking: Tontine Associates (Jeffrey Gendell), Q3 2008
Jan 7
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Market Folly
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3 Comments
Year-End Buyouts: Big Challenges for the Big Banks
Jan 4
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William Patalon III
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12 Comments
S&P's Best and Worst of 2008
Jan 2
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Bespoke Investment Group
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6 Comments
Majority of Credit Bubble Debt Due to Mature in 2014
Dec 16, 2008
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Research Recap
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1 Comment
Wall Street Breakfast: Must-Know News
Dec 12, 2008
•
SA Editor Rachael Granby
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27 Comments
TARP Funds Fueling Global Buyouts, Not Lending
Dec 5, 2008
•
William Patalon III
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18 Comments
Hedge Fund Tracking: Andreas Halvorsen's Viking Global, Q3 2008
Dec 3, 2008
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Market Folly
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3 Comments
Ten Native Stocks of Ohio
Nov 24, 2008
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Stockerblog
•
Comment!
Hedge Fund Tracking: Lee Ainslie's Maverick Capital, Q3 2008
Nov 20, 2008
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Market Folly
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5 Comments
Hedge Fund Tracking: Stephen Mandel's Lone Pine Capital, Q3 2008
Nov 19, 2008
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Market Folly
•
Comment!
Bank Failures and Lessons of Government Action
Nov 3, 2008
•
Michael Steinberg
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1 Comment
October Stock Performance
Nov 3, 2008
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Bespoke Investment Group
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Comment!
On the Banking Rescue: Clueless Politicians and Banks' Refusal to Lend
Oct 29, 2008
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Markham Lee
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1 Comment
Biggest Monthly Changes in Short Interest
Oct 29, 2008
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Bespoke Investment Group
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1 Comment
GM, AIG, Fannie and Freddie: Bailouts in Common?
Oct 27, 2008
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Michael Steinberg
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10 Comments
In the Fog of Volatility, the Notional Becomes Payable
Oct 27, 2008
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Christopher Whalen
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7 Comments
Best and Worst Performing S&P 500 Stocks, YTD
Oct 27, 2008
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Bespoke Investment Group
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2 Comments
Will Equity Markets Gain Traction as TARP Begins Implementation?
Oct 27, 2008
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Chad Brand
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3 Comments
Why I Am Long National City
Oct 27, 2008
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Prudent Speculations
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7 Comments
Using the Regional Banking ETF to Play Bank Mergers
Oct 26, 2008
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Brian Kelly
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6 Comments
Hedge Funds Threaten to Block Mortgage Modifications
Oct 26, 2008
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Michael Steinberg
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15 Comments
Treasury Uses TARP for PNC to Acquire National City
Oct 26, 2008
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Wall Street Weather
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5 Comments
Testing the TARP: PNC and NCC
Oct 24, 2008
•
Kirk Shinkle
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11 Comments
National City's Earnings: The Loss Was Expected
Oct 22, 2008
•
Todd Sullivan
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1 Comment
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