Archive for the ‘Writings’ Category

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The Next Shoe to Drop

This is a note I sent my cohorts recently out of frustration over what I thought was the discounting by some of the readers of my Business Insider articles of  QA’s banking analysis, which was showing that the worst of the banking problem was over.

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Writing and Accounting

Dear H–:  One thing that i have found, if i want to continue to write articles for Business Insider, is that i have to ignore the comments after my articles.  Ninety percent of them are simply potshots.  I do read them, just to try to gauge what was not understood or what more needs to […]

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Email to Business Insider

I thought you might be interested in the email that i sent my Business Insider contacts.  It relates to the analysis i did this morning on the 129 banks that the fdic has shutdown this year. Hello fellows: This morning i cranked out a little analysis on the 129 banks that the fdic has shutdown […]

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Not the Loan Ranger

As i was reading my WSJ yesterday, i was happy to see that the Journal’s economics editor, David Wessel, talked about pushing for a mass government-sponsored refinancing effort, encompassing even those with houses less than their current mortgages.  Of course, he had to quote a couple of Economists (Mark Zandi from Moody’s) and (Christopher Mayer […]

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TARP and Fear

Business Insider put my TARP article up yesterday.  Here is the link: http://www.businessinsider.com/tarp-great-depression-2010-10 For some reason unbeknownst to be (wink), it seemed to ruffle the feathers of a few “economists”, which is good.  The comments regarding my work are fairly negative from that bunch, but at least most of them got the message just the […]

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27 Steps to the 4% Solution

A few months ago I received a very thoughtful email regarding Crush Depth Alert from an old friend who used to work in the “artificial intelligence” arena of the military.  What I think you would find interesting is the following off the top of the head response to his email.  I think it will give […]

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Questions Regarding 4% Solution

I received a fairly good set of questions from one of my cohorts the other day.  I thought you might want to take a look at my response.  I am in the process of “drafting” up an article regarding the 4.0% solution that i hope i can get published through TheStreet.  I should have it […]