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Goodwill Write-Downs Cause for Real ConcernMon Apr 27th, 2009
Minyan Peter Editor's Note: The following was posted in real time on our premium Buzz & Banter (click for a free trial). It's being shared here for the benefit of the Minyanville community.This morning's New |
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Bank Earnings: The Hole TruthFri Apr 17th, 2009
Minyan Peter As a kid, I liked to watch a lot of courtroom dramas. And thanks to Ironside, the phrase “The truth, the whole truth, and nothing but the truth, so help me God” is forever embedded in my |
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No Housing Recovery Lurks in Shadow InventoryTue Apr 14th, 2009
John Mauldin Is That Recovery We See? This week, the market seemed to like financial stocks, and was buoyed on news that Pulte Homes (PHA) would buy Centex (CTX) to create the largest US homebuilder. And with ban |
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Op-Ed: Bank CEOs Take Page from Madoff PlaybookMon Mar 30th, 2009
Minyanville Staff Editor's Note: This piece is by Rolfe Winkler, of OptionARMageddon.We're not quite as healthy as we thought we were. The Wall Street Journal reports that "JPMorgan Chase (JPM) Chief Ex |
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Two Ways: The Death of the McMansion?Fri Mar 27th, 2009
Terry Woo KB Home (KBH), the fifth-largest US homebuilder, reported better-than-expected earnings after the company switched to a new line of smaller, cheaper units that give customers plenty of options i |
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Minyan Mailbag: Why Marked-to-Market Refuses to DieTue Mar 3rd, 2009
Minyan Peter Dear Minyan Peter,Why won't the government just change the accounting from mark-to-market to cost and accrual? Wouldn't this avoid the huge writedowns and federal fundings? Why aren't they doing this |
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Keepin' It Real Estate: A Real Fix for HousingThu Feb 19th, 2009
Andrew Jeffery While pundits and politicians debate the various aspects of President Obama’s $275 billion housing bailout, one piece of data proves just how misguided federal efforts to revitalize the housing |
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Watch for TARPs Part Three and FourMon Jan 26th, 2009
John Mauldin What does it mean for Citigroup (C) to be at $3? As it turns out, it distorts the information we think we’re getting from the Dow Jones Industrial Index. And more TARP money is surely in our fu |
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Ticker Shock: McDonald's Satisfies; Caterpillar, Home Depot Get Out the AxeMon Jan 26th, 2009
Glenn Curtis Anyone else sick? I’m starting to see more and more people sneezing and coughing (and not so much covering their mouths) and now I’m feeling a little under the weather. I can’t stan |
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Turning on a Dime: The New FrugalityThu Jan 15th, 2009
Mike Mish Shedlock Baby Boomers Unprepared for Tomorrow Boomers have known only inflationary or reflationary conditions for most, if not all of their conscious lives. Here's the pattern: Want, work, borrow, spend, enjo |





