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.
Archive for the ‘Writings’ Category
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]