This week we look at a very solid piece of analysis on the world economy from my friends and London business partners Niels Jensen and Jan Wilhelmsen of Absolute Return Partners ( www.arpllp.com ). I find it is quite useful to read the considered opinions of those from outside the US and particularly...
In this weekend's Thoughts from the Frontlines, I quoted from part of a very thoughtful, right-on-target analysis by David A. Rosenberg entitled "The Elusive Bottom." Over the weekend, I decided that you should read the whole piece, as Rosenberg makes some very solid points about how the...
Regular readers of Outside the Box will be familiar with Michael Lewitt's thoughtful commentary. Today, he reminds us that much of the turmoil we are in could have been avoided with proper regulatory structures and then does a very poignant analysis of various sectors of the economy. I agree with...
Thoughts on the Continuing Crisis If the Rules are Inconvenient, Change the Rules Let's Re-arrange the Deck Chairs Regulations Coming to a Hedge Fund Near You More Fun in the Unemployment Numbers A Muddle Through Recession How Much do we Borrow for a $1 growth in GDP? London, Switzerland and South...
Housing - Finding the Elusive Bottom Where is the Value in Housing? Bottom Line? There is no Bottom in Sight The Real ARMs Race Cancun, La Jolla, London, and Switzerland Existing home sales rose by 2.9% in February, the first significant rise in home sales since the housing market started to decline...
IN THIS ISSUE: 1. The US Economy - What Kind Of Recession? 2. Fed Puts Real Skin (Our Skin) In The Game 3. J.P. Morgan Quintuples The Bear Deal - Why? 4. Market Implications - More Uncertainty 5. Are We There Yet (Market Bottom)? 6. Getting Out Is Easy - When To Get back In? 7. Conclusions - What To...