SeekingAlpha Software Stocks (Free subscription) | yesterday
Rolfe Winkler, CFA submits: Reader note: as part of the new Reuters BreakingViews team, my beat now includes covering stocks, investments and corporate finance. It’s a bit of a change of pace from the macro, Fed, banking stuff I normally write about, but have no fear: I will keep opining on those topics in blogs and the occasional column. In the meantime, excited to be tackling...
SeekingAlpha.com (Free subscription) | yesterday
Rolfe Winkler, CFA submits: The Federal Deposit Insurance Corp tried to seize and sell Cleveland thrift AmTrust last January but local politicians intervened. In the end, the bank still went bust 11 months later – a delay that may have increased losses to the U.S. regulator’s funds. As Congress debates banking reform, AmTrust provides a useful warning that the regulatory...
SeekingAlpha.com (Free subscription) | yesterday
Rolfe Winkler, CFA submits: The Federal Deposit Insurance Corp. tried to seize and sell Cleveland thrift AmTrust last January but local politicians intervened. In the end, the bank still went bust 11 months later – a delay that may have increased losses to the U.S. regulator’s funds. As Congress debates banking reform, AmTrust provides a useful warning that the regulatory...
Seeking Alpha (Free subscription) | 12/07/2009
Rolfe Winkler, CFA submits: Japan’s labor market is desperately troubled. For years, the number of temporary workers has been on the rise as Japanese employers find it harder to afford full-timers. Like the rest of the Japanese economy, the labor market needs the flexibility to deflate. But the government won’t allow that to happen. The latest example is a proposal to ban...
The Business Insider (Free subscription) | 12/07/2009
The Mortgage Bankers Assocation ( via Rolfe Winkler ) is out with its latest look at loan delinquencies across a variety of investor groups. The one trend: up. CMBS has now crossed the 4% delinquency rate, though at least there are some signs of a turn, rather than just a pure straight line. Get This Delivered To Your Inbox You can get this dropped in your inbox every afternoon as The...
SeekingAlpha.com (Free subscription) | 12/07/2009
Mark Thoma submits: Rolfe Winkler says suggestions that the current financial crisis was not as bad as the Great Depression are wrong and he offers this chart as evidence: [click to enlarge] Complete Story »
Wall Street Pit (Free subscription) | 12/06/2009
Rolfe Winkler says suggestions that the current financial crisis was not as bad as the Great Depression are wrong and he offers this chart as evidence: He adds: If you add JP Morgan (JPM) and Wells Fargo (WFC) to the chart, it looks much worse. Goldman (GS) and Morgan Stanley (MS) don’t have...
Economist's View (Free subscription) | 12/06/2009
Rolfe Winkler says suggestions that the current financial crisis was not as bad as the Great Depression are wrong and he offers this chart as evidence: He adds: If you add JP Morgan and Wells Fargo to the chart, it...
naked capitalism (Free subscription) | 12 hours ago
... Some Wall Street Firms Too Big To Punish? Huffington Post Politics and bank regulation don’t mix Rolfe Winkler Antidote du jour (hat tip reader Richard). I gather some of you could not view yesterday’s antidote. Apologies, but I am at a loss for an explanation, since I could view it.
Voices (Free subscription) | 14 hours ago
By Rolfe Winkler and Rob Cox Are video-gamers Hollywood takeover bait? With their business models under threat and shares in the doldrums, game publishers like Electronic Arts (ERTS) look ripe for the picking by larger media conglomerates such as Walt Disney. But much as shareholders might hope for a quick exit, they shouldn’t bank on a quick M&A payday. The argument for entertainment...
Abnormal Returns (Free subscription) | 12/07/2009
... government.” ( Clusterstock ) Just how bad things could have gotten for the financial system . ( Rolfe Winkler , Economist’s View ) Some of our favorite bloggers have gotten together to discuss financial regulation and reform . ( The New Decemberists also Baseline Scenario ) What kind of GDP growth will it take to meaningfully lower the unemployment rate ? ( Calculated Risk also Big...
EconomicPolicyJournal.com (Free subscription) | 12/04/2009
File under: Interesting.Rolfe Winkler reports that the Treasury has delayed release of the U.S. government’s GAAP financials (fms.treas.gov) Normally this report is released in December, but the 2009 report has been apparently pushed back two months, says Rolfe.
EconomicPolicyJournal.com (Free subscription) | 12/03/2009
Yesterday, I posted part of an analysis of the economy by John Williams of Shadow Stats.I noted the part of the analysis I saw was from a post made by Rolfe Winkler and Williams' full report was by subscription only. I argued that I understood Williams' argument but that I thought there might be a short-period of deflation because of the halt in money supply growth. Following the post,...
The Business Insider (Free subscription) | 12/03/2009
This is a classic example of how you really don't want to know what goes into the so-called legislative "sausage." The NYT (via Rolfe Winkler ) reports on how the Congressional Black Caucus is holding up, or at least threatening to hold up, the financial overhaul. Why? The answer lies at least in part with an aggressive lobbying campaign by a troubled New York City-based radio...
EconomicPolicyJournal.com (Free subscription) | 12/02/2009
John Williams at Shadow Stats published his Hyperinflation Special Report today. It’s a subscribers only piece, but here’s the overview (Via Rolfe Winkler) :A Great Collapse. The U.S.economic and systemic solvency crises of the last two years are just precursors to a Great Collapse: a hyperinflationary great depression. Such will reflect a complete collapse in the purchasing...
