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Commentary

$250 billion going to U.S. bank capital

From NYT: US Investing $250 billion in banks Of the $250 billion, which will come from the $700 billion bailout approved by Congress, half is to be injected ...
Commentary

Schadenfreude in The Big Market Fall

The Harder They Fall, The More I Smile: John Shwartz (HT: Gautam John): You see, I was never able to make much money in the markets. I agree with Daniel ...
General

Short Review: Ravi Subramanian’s “If God was a Banker”

I just read “If God was a Banker” by Ravi Subramanian. It’s an easy-read kind of story of a bank, called “New York International ...
Commentary

Lehman CDS Auction: 91.38 cents on the dollar

That’s what Bloomberg says (Lehman Credit-Swap Auction Sets Payout of 91.38 Cents on Dollar). Sellers of credit-default protection on bankrupt Lehman ...
Commentary

RBI Cuts CRR another 1%, and still needs to pump cash

RBI cuts CRR by another 1%. This will add 60,000 cr. of liquidity into the banking system. From the weekly supplement, it looks like RBI sold about $7.8 ...
Commentary

More short selling

Some people will not learn. U.S. exchanges may seek to impose a temporary ban on short sales for individual stocks that plunge as regulators seek to rein in a ...
General

SOS Update: Up 10.37%

The Short Only Strategy has been updated. I must kick myself. I got out of Unitech and JP Asso right when they were breaking down. I also got out of the Nifty ...
Commentary

Recapitalize Everything, and more news…

As usual, news: TED spread at 4.51. I don’t even have a metaphor for this. Now Germany to recapitalize banks. It’s the new new thing. “Have ...
Commentary

Pakistan now in the deep end

It seems there’s a problem in our neighbour’s economy. Facing imminent bankruptcy, terror-stricken Pakistan has dispatched its top finance ...
Foundations

Investing in a Bear Market

How does one think about investing in a bear market? Value suddenly becomes apparent. So apparent that you feel like everything is value. Value is ...