Climateer Invest
Climateerinvest is newly blogrolled.
June 12, 2013
October 4, 2008
Cluster Stock
Clusterstock advances to the top of our blogroll,
with three top business and economic writers:
Henry,
Carney (Update 2011: Carney now at NetNet but still worth reading) (Best of: After our experience with Hank Paulson as Treasury Secretary, there was a great feeling among the masses that what we needed was not a chief executive running the economy, much less a Wall Street boss. What we needed, nearly everyone said, was a smart guy who came from outside the corporate boardroom. And that's what we got in Geithner.),
and Stalwart (John Paulson shares his Economic Crisis Stories At Recovery.Gov).
August 3, 2008
Bronte Capital / John Hempton, on Wachovia
Bronte Capital on Wachovia's quest for deposits and on WaMu 'this is not a credit driven crisis. It's a funding driven crisis'.
August 2, 2008
Aleph / David Merkel on covered bonds
Aleph blog explains covered bonds, proposed to save the mortgage market.
It is not a passthrough, it is a bond. The covered bond buyers do not receive the principal and interest from the security held by the bank, the bank receives it. The covered bondholder (in absence of default) receives timely payment of interest at the stated rate, and principal at maturity. Only in default does the value of the security for collateral matter. If the collateral is insufficient to pay off principal and interest, the covered bondholders are general creditors for the difference.
September 24, 2007
Christopher Whalen
Chris Whalen @ PRMIA, (archives).
Example:
There is nothing you can do to "fix" a CDO, to make it liquid,
other than to standardize the terms and trade it on an exchange.
The liquidity gridlock prevailing in the secondary market for CDOs
is the normal situation for such unique and entirely opaque
instruments, whereas the past illusion of liquidity was abnormal,
a byproduct of the "irrational exuberance" described by Greenspan
himself. Buy Side investors accepted the fallacy of liquidity -- until
they asked the Sell Side dealers to bid on the paper. That's when
the current trouble really began.
June 1, 2007
Epicurean Dealmaker
epicureandealmaker on fat tails.
Derivatives: Transfering risk or reducing risk ?
May 24, 2007
Accrued Interest
Accrued Interest aka accruedint, smart about finance and economics.
Why Home Depot should borrow more.
February 9, 2007
Economist Free Exchange
economist freeexchange economics and public policy.
Adverse selection in healthcare, about inequality.
January 21, 2007
Venn hipster, indexed Jennifer
January 17, 2007
3 Quarks Daily
Examples:
Why we lie.
*
tribute to Montreal.
January 8, 2007
Housing Derivatives
Housingderivatives tracks futures and options in housing prices.
September 20, 2006
Credit Slips
CreditSlips covers consumer lending from an
aspiring consumer protectionist regulator perspective.
Generally well informed and level headed:
debt trading,
Consuming is where consumers feel in control
(compare to John Fiske, "Shopping for Pleasure: Malls, Power & Resistance").
Innumerate: one number represents the whole population ?
August 13, 2006
zillowblog, real estate mapping and data services
Zillow, the real estate mapper, blogs.
And Zillow adds new real estate mapping and data services,
drive-by appraisal via SMS.
See also Trulia.
July 17, 2006
Internet Outsider, Insider / Henry Blodget
Update 2008 October: Henry's Clusterstock is now a must read.
Update 2008 August: Now at (Silicon) Alley Insider.
Henry's up down in an online post portal business climate milieu of eBay GOOG YaHoo! Vonage.
Example: Can Google make subscription revenue ?
The over-maligned, persuasive Henry Blodget, now at Cherry
Hill Research.
Update 2007 August: Also posting at HuffPo.
June 5, 2006
Chief Officer: CXO advisory
Chief Officer: CXO advisory.
Management Science digest.
May 11, 2006
Footnoted Edgar files
Footnoted reads SEC filings, Edgar's fine print.
May 6, 2006
Ideoblog busmovie / Larry E. Ribstein
Corporate law and governance are topics of Ideoblog Ribstein. Examples:
Gretchen Morgenson on corporate governance, the state's role in changing corporate contracts.
April 30, 2006
Long or short capital: value of naming rights
Value of naming rights: Instead of Goldman Sachs, why not
Goldman Sacks by Smirnoff Ice ? Indeed.
Long or short capital offers mockery for the investing class.
Coruscation would like Goldman Buffett Sachs by Saks Fifth Ave and Broad Street.
April 19, 2006
Leveraged Sellout / Amit Chatwani
Leveraged Sellout's entertaining life around Wall Street.
April 6, 2006
Going Private
Private equity: Going Private gives catty take downs of
Guy Kawasaki and Maverick Mark Cuban.
Update 2009 January: On Barry 0, vs Chicago School of Economics 1.
Confesses to physics on Dealbreaker.
December 10, 2005
Crossing Wall Street / Eddy Elfenbein
Abnormal Returns
October 23, 2005
Nouriel Roubini
Nouriel Roubini's first rate economics blog offers an
essay of macroeconomic commentary about weekly.
Quick off the mark with commentary on new Fed Chairman
nominee on Ben Bernanke.
Previously: Roubini Global Economics.
October 11, 2005
NYT headlines
September 18, 2005
Brad Sester
Brad Sester's blog-portal of international and macro-economy.
September 12, 2005
Seeking Alpha
Seeking Alpha neatly ontologized money science into
* Exchange-Traded Funds (ETFs)
* Market Commentary
* China Investing
* Media Investing
* Digital Media Investing
* Stock Market Blogs
* Economics Blogs
* Venture Capital Blogs
* Personal Finance Blogs
and brings me Herb Morgan, Chief Investment Officer of Efficient Market
Advisors, on The Problem With Vanguard ETFs.
September 9, 2005
The Stalwart / Joseph Weisenthal
The Stalwart's interesting business coverage, such as:
What's Really Wrong With Dell ?, on the celebrity industry:
The Case For Paparazzi.
Also a real estate analysis.
Update 2009 May: Occasional co-author Vincent Fernando launches Research Reloaded.
Update 2008 October: now at Clusterstock.
Update 2008 August: Fluffy bits at Josephweisenthal.com.
Update: Less frequent after spring of 2006, but came back in April 2007.
Also, 2007 August, was guesting at TechDirt.
July 7, 2005
Econ Browser / James Hamilton
Econbrowser, time series economist looks a current economic, investment
and business news.
June 18, 2005
Infectious Greed
Paul Kedrosky / Infectious Greed
Technology aware musings on money culture, with a keen eye
for interesting or jarring research. Great weekend reading.
y the executive director of the William J. von Liebig Center for Entrepreneurism
and Technology Advancement at the University of California, San Diego.
June 14, 2005
Sarong Party Girl
Sarong Party Girl, sarongpartygirl.
Update 2009: moved to Babelogic and learned to draw.
June 12, 2005
Big Picture / Barry Ritholtz
New Yorker, car fan, and economist Barry Ritholtz's Big Picture, a well presented
peresonal economic journal. Sample article, Homeowners Go Deep in Debt to Buy
Real Estate.
Also writes as Amateur Investor columnist at The Street / Real Money.
Update 2008 Noverber: Now at Ritholtz.com: example.
June 10, 2005
Radar O'Reilly buzzes software
Radar O'Reilly buzzes social and open source software, with a
smattering of user empathy.
Another group blog.
April 28, 2005
Statistical Modeling, Causal Inference / MLM
Statistical Modeling, Causal Inference, and Social Science (MLM)
Andrew Gelman and Samantha Cook at Columbia.
April 20, 2005
Calculated Risk
Calculated Risk offers nicely illustrated economics.
There has been a significant increase in mortgage brokers. There
has been a similar increase in residential building trades, appraisers,
home inspectors and other housing related occupations. The
impact of a housing slowdown on employment will be significant.
What will the end of the refinance boom and the housing boom
do to the mortgage industry ?
April 5, 2005
Housing bubble bloggers
housingbubble, moderately frequent. not to be confused with
thehousingbubble. Both track home of those who over finance,
over mortgage their real estate.
November 28, 2004
AutoBlogging Friday: Subaru Re1
AutoBlogging Friday compared dreamy showcars vs dreary their
production descendants.
Case in point: the Subaru Re1.
November 9, 2004
Signal vs Noise (aka SVN)
37signals' Signals vs Noise blog fora.
Web design, and designers' culture.
Smart interaction design. Channel svn.
November 6, 2004
Belgravia Dispatch
Belgravia Dispatch, longer articles, internationally minded.
October 13, 2004
Mahalanobis / Michael Stastny
Mahalanobis is Michael Stastny's excellent economics blog.
He also has a sharp eye for current events, and bio'ed on Xing.
October 2, 2004
Belmont Club / Richard Fernandez
Belmont Club. History and history in the making. (archives).