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npatel81
May 10, 20100 min read


The Future of Public Debt – John Mauldin's Weekly E-Letter
Everyone and their brother intuitively knows that the current government fiscal deficits in the developed world are unsustainable. They...
npatel81
May 4, 201015 min read


Berkshire Hathaway Shareholder Meeting 2010 Recap
links: shareholder letters annual reports owner’s manual berkshire’s subsidiaries By Dealbreaker Berkshire Hathaway shareholder Curtis...
npatel81
May 3, 20106 min read


rehash…in light of Goldman testimony on subprime today…
By Michael Lewis• Photograph by Jonas Fredwall Karlsson April 2010 Dr. Michael Burry in his home office, in Silicon Valley. “My nature...
npatel81
Apr 27, 201042 min read
Obama at Cooper Union: Then & Now
Obama at Cooper Union: Then & Now via WSJ.com: Washington Wire on 4/22/10 By Damian Paletta and David Wessel Two years ago, in March...
npatel81
Apr 22, 20104 min read


The 32 Systemically Financial Institutions That Could Bring The System To Its Knees
The 32 Systemically Financial Institutions That Could Bring The System To Its Knees via Clusterstock by Gregory White on 4/21/10 Here...
npatel81
Apr 21, 20103 min read
What Should The President Say On Thursday?
What Should The President Say On Thursday? via The Baseline Scenario by Simon Johnson on 4/21/10 By Simon Johnson, co-author of 13...
npatel81
Apr 21, 20103 min read
Senate Finance (Derivatives) Reform Bill
section by section summary: http://ag.senate.gov/site/ComLeg/WSTAA 20Section 20by 20Section.pdf
npatel81
Apr 16, 20101 min read


Michael Lewis's Complete Guide To Who's Who In The CDO Scandal
Michael Lewis’s Complete Guide To Who’s Who In The CDO Scandal via Clusterstock by Courtney Comstock on 4/16/10 Meet the characters here...
npatel81
Apr 16, 20105 min read
SEC complaint filed Against Goldman Sachs
http://www.sec.gov/litigation/complaints/2010/comp-pr2010-59.pdf
npatel81
Apr 16, 20101 min read
npatel81
Apr 16, 20100 min read
a day in the life of an investment banking analyst
http://widgets.vodpod.com/w/video_embed/ExternalVideo.933991
npatel81
Apr 16, 20101 min read


Despite NBER Statement, Recession Is Likely Over
Despite NBER Statement, Recession Is Likely Over via WSJ.com: Real Time Economics on 4/12/10 This morning the National Bureau of...
npatel81
Apr 12, 20102 min read


NBER: "Premature" to Call end of Recession
NBER: “Premature” to Call end of Recession via Calculated Risk by CalculatedRisk on 4/12/10 Business Cycle Dating Committee statement:...
npatel81
Apr 12, 20102 min read


Shilller: "Don’t Bet the Farm on the Housing Recovery"
Shilller: “Don’t Bet the Farm on the Housing Recovery” From Robert Shiller in the NY Times: Don’t Bet the Farm on the Housing Recovery...
npatel81
Apr 10, 20101 min read


Michael Lewis’s ‘The Big Short’? Read the Harvard Thesis Instead!
Michael Lewis’s ‘The Big Short’? Read the Harvard Thesis Instead! Deal Journal has yet to read “The Big Short,” Michael Lewis’s yarn on...
npatel81
Apr 6, 20104 min read


The Five Faces of Alpha
The Five Faces of Alpha Posted By Guest On April 6, 2010 @ 8:00 pm In CAIA Alternative Viewpoints Columns, CAPM / Alpha Theory, Today’s...
npatel81
Apr 6, 20105 min read
How Many Will the New Mortgage Modification Programs Reach?
How Many Will the New Mortgage Modification Programs Reach? The Obama administration’s announcement late last month that it will revamp...
npatel81
Apr 5, 20102 min read
"Export or Die"
“Export or Die” From today’s Economist, Greg Ip writes: America’s economic transformation will require businesses to rely less on selling...
npatel81
Apr 1, 20101 min read
Senator Chris Dodd Financial Reform
11 page summary full bill Here’s the Washington Post on the matter: The Senate banking committee voted along party lines Monday to...
npatel81
Mar 24, 20101 min read
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