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Goodwill Write-Downs Cause for Real Concern

Mon 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

Bank Earnings: The Hole Truth

Fri 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

No Housing Recovery Lurks in Shadow Inventory

Tue 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

Op-Ed: Bank CEOs Take Page from Madoff Playbook

Mon 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

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

Minyan Mailbag: Why Marked-to-Market Refuses to Die

Tue 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

Keepin' It Real Estate: A Real Fix for Housing

Thu 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

Watch for TARPs Part Three and Four

Mon 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

Ticker Shock: McDonald's Satisfies; Caterpillar, Home Depot Get Out the Axe

Mon 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

Turning on a Dime: The New Frugality

Thu 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
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