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Pk
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Latest Articles by Pk
Morning Reading 01/09/09
Bill Gross wins wins game of chicken in walking from GMAC debt swap (Bloomberg) Andrew Mellon vs Bailout Nation (Pimco/Gross) Great four-part BBC radio docu...
An Email Visit with Broadcom's Henry Nicholas
The OC Register has been pretty much non-stop in following the so-strange Henry Nicholas (of Broadcom) case. The latest news came today, with a decision that a controv...
Palm Pre, Plus Roger and Me
I don’t do much tech here these days, nevertheless, this is one thing I need to mention. Despite my general Palm bearishness, I have to admit that the new Palm Pre -...
Quote du Jour: Marc Rich
Quote of the day comes from an article about the revelation that former fugitive financier Marc Rich lost money on the Bernie Madoff scheme: The idea that Mr. Rich...
You Say “Recession”, I Say “Recovery”, etc.
President-elect Barack Obama’s top political aides are transplanting their campaign tactics to the policy arena, using data from polls and focus groups to shape t...
South Korea Arrests Barry Ritholtz
South Korea said on Thursday it had arrested an elusive blogger accused of undermining the country’s financial markets with his doom-mongering … -- via FT ...
Afternoon Reading 01/08/09
Banks offer 30-yr mortgages below 5% (Bloomberg) Social Security isn't a ponzi scheme -- maybe (Beat the Press) The Cost of Fearing Strangers (Freakonomics)...
Satyam Resignation Letter
I think I've seen this floating around, but thought it would be useful to embed here for posterity: The resignation letter from Mr. Raju over his fraud at Satyam Compu...
Research Paper du Jour: Sudden Stops and Financial Crises
While it's a little more technical than most people will like, so just read the introduction and conclusions, this Fed paper on Sudden Stops in emerging markets during...
Readings 01/08/09
Fed economists knock selves out trying to figure out why people don't want to own stocks (FRB) Mohammed El-Erian: Investors should hide under government wing (F...
Robert Skidelsky on Niall Ferguson
There is a brilliant and insightful review of historian Niall Ferguson's latest book "The Ascent of Money" in the current New York Review of Books. The autho...
Economist Bob Shiller at Google
Yale economist Bob Shiller gave a talk at Google a few months ago on subprime and the credit crisis, and the talk has now popped up in the Google Authors series. Check...
