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Are Clawback Provisions an Admission of Poor Risk Management?
Demonic Short Sellers
Demonic Short Sellers
Financial media should be required to disclose their sources and source exposure to the comapny on which they are providing data. Period.
Demonic Short Sellers
Kind of like what seems ot be going on in the CDS space today, except that buyers of CDS coverage don't need to hire intermediaries to kill the insured. All they need to do is give away stories for free to the media who will happilly help kill any organization in return for eyeballs.
A CDS is not de facto a bad thing, but without transparency and a clear insurable inteerest, the CDS marklet is driving lots of unintended and perhaps quite evil consequences.
GM: Bankruptcy Is No Longer an Option
Detroit needs to rest its employee cost structure to more closely match Toyota et al.
The Right Kind of Bailout
The auto industry needs an industry-wide horoic solution to the non competative legacy beneftis package that keeps dragging them down. Something like the rairoad retirement system that was established early in last century to resolve the legacy rairoad pension system.
The auto industry was THE significant driver in creating the post-WW II midle class. Think of the increase in the number of cars per capita over thr past 50 years and the establishment of the great American surban landscape. For better or worse, auto's were the driver, and the country can't just discard the aging workforce that was at the heart of this process.
Solution: a prepackaged reorganization of the entire industry that begins with a nationalized auto retirement system (income and health insurance), funded over a long future period by profit participation from the new unfettered re-capitalized businesses. Force the UAW to accept a radically restured work environment and wage structure in return for full government guarentees of the auto retirement system.
Comcast Looks Incredibly Cheap
Understanding Credit Default Swaps: A Case for Regulation
It would seem to make perfect sense to limit CDS purchases using some sorrt of dynamic insurable interest standard that would limit the size of the CDS market to the amount of the investments being insured, and would require that an entity buying and holding a CDS has an ongoing equivalent insurable interest in the underlying security that is being insured through the CDS.
Credit Default Swaps, Part One: Origins and Implementations
Fundamental Valuation: How Low Could We Go?
Financial Crisis: The Blaming of the Nerds
I'm actually quite worried that there will be a neo-con reactionary backlash after Obama wins that could push the US into a very unpleasant state.
The Longs are Getting Squeezed
Our financial system cannot stand the waterfall effect of doubling the available shares of every stock one by one, which appears to be what is happening. The end game will be to starve all companies of new capital (can't sell new shares to expand if your stock has been driven down 50% by short sellers.)
What a great outcome for our country.
Did Derivatives Cause the Crisis?
Bailout Datapoint of the Day, AIG Edition
Hedge Funds Eat Their Young