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TradersForum: The Federal Budget for Dummies (a pictorial): I suspect if half of the country were aw
TradersForum: The Federal Budget for Dummies (a pictorial): I suspect if half of the country were aware of the following we’d …...
npatel81
May 5, 20121 min read


Ten Questions for Warren Buffett
By Colin Barr and Serena Ng It’s Woodstock for Capitalism time again. Berkshire Hathaway’s chairman and chief executive, Warren Buffett,...
npatel81
May 4, 20126 min read
Why Investors Should Pay Attention to the JOBS Act of 2012
On April 5th, 2012, President Obama signed the Jumpstart Our Business Startups (JOBS) Act into law. In my opinion, this may be one of the...
npatel81
May 2, 20128 min read
Kasriel's Parting Thoughts
Before retiring on April 30, 2012, Northern Trust’s award-winning Chief Economist Paul L. Kasriel wrote a few commentaries containing his...
npatel81
May 1, 20121 min read


T. Boone Pickens: Natural gas has bottomed
Natural gas prices may have finally bottomed out, after hovering around 10-year lows for weeks, said energy magnate T. Boone Pickens.
npatel81
May 1, 20121 min read


Equity Valuation: It's All Downhill From Here
While in ‘normal’ times the commonly held view is that P/E ratios tend to fall as real interest rates rise, as we recently pointed out...
npatel81
Apr 30, 20122 min read
A Consensus Begins to Emerge on Derivatives in Bankruptcy
Yes, derivatives sometimes do deserve special treatment in bankruptcy cases, but there is a growing recognition that the current...
npatel81
Apr 28, 20121 min read


The Pinocchio Recovery
It’s been nearly three years since the recession’s official end, and the economy remains mired somewhere between stall speed and escape...
npatel81
Apr 26, 20122 min read
FOMC STATEMENT TAKEAWAY – NO QE IN JUNE UNLESS….
Not much of a change in this FOMC statement. The big takeaway is that we’re unlikely to see a change in policy unless the economy beings...
npatel81
Apr 25, 20122 min read
The Bottom for House Prices
First a comment: Back in February, I argued that The Housing Bottom is Here. My previous house price call was back in December 2010, and...
npatel81
Apr 25, 20122 min read


The Exter Inverted Pyramid – A Refresher
This morning, a vastly expansive essay by Lew Spellman of the University of Texas in Austin titled “Warren Buffett and the New Calculus...
npatel81
Apr 23, 20121 min read


The Myth That The US Will Soon Become An Oil Exporter
Countries trade crude oil and oil products back and forth. When all of these transactions are netted out, is the US close to becoming a...
npatel81
Apr 21, 20128 min read


Does Mezzanine Have A Future?
And when the Atlantic Conferences Symposium for Middle Market Finance, the mezzanine industry’s nineteenth annual shindig convenes in New...
npatel81
Apr 19, 20123 min read


Jeremy Grantham Explains How To "Survive Betting Against Bull Market Irrationality"
Ridiculous as our market volatility might seem to an intelligent Martian, it is our reality and everyone loves to trot out the “quote”...
npatel81
Apr 18, 20126 min read
Warren Buffet Diagnosed With Stage 1 Prostate Cancer
Breaking news from Warren Buffett and Berkshire Hathaway that is crossing the wires right now, that he has been diagnosed with non...
npatel81
Apr 17, 20121 min read


WATCH: Columbia Business School Students Try To Be Funny
Every spring, MBA students spend thousands of hours preparing for one big production: the Follies. Columbia Business School held its big...
npatel81
Apr 17, 20121 min read


Here's Bruce Berkowitz Massive Presentation Making A Bull Case On Bank Of America
Fairholme Capital Management’s Bruce Berkowtiz still likes Bank of America even though the stock hammered his fund’s returns in 2011. The...
npatel81
Apr 16, 20121 min read


March Inflation Rises 0.3%, As Expected, And A Primer On CPI For Energy
No surprises in today’s release of US CPI, which unlike China’s still searing inflation (which is the PBoC’s way to check to Bernanke on...
npatel81
Apr 13, 20123 min read


npatel81
Apr 13, 20120 min read


Behind 'The Iksil Trade' – IG9 Tranches Explained
Via Peter Tchir of TF Market Advisors, There is a lot of talk about IG9 these days. I think the story has a lot more to do with tranches...
npatel81
Apr 10, 20125 min read
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