June 12, 2013

Climateer Invest

Climateerinvest is newly blogrolled.

October 4, 2008

Cluster Stock

Clusterstock advances to the top of our blogroll,
with three top business and economic writers:

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).

Continue reading "Cluster Stock" »

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).

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.

Continue reading "Christopher Whalen" »

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

Indexed simply illustrated
tradeoffs and groupings of life.

See also Toothpaste for Dinner.

January 17, 2007

3 Quarks Daily


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

Crossingwallstreet stock picking blog.

Abnormal Returns

Abnormal Returns hunts for Alpha.
Example: January Effect

Update: redesign in 2009 is reasonable.

Tadas Viskanta

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

NYT headline index RSS as it's posted.
Most e-mailed 24 hours | 7 days | 30 days
Most blogged 3 days | 7 days | 30 days
Most searched 24 hours | 7 days | 30 days

obIA: Good use of multiple entry points.

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

Update: Less frequent after spring of 2006, but came back in April 2007.
Also, 2007 August, was guesting at TechDirt.

Continue reading "The Stalwart / Joseph Weisenthal" »

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.

Continue reading "Infectious Greed" »

June 14, 2005

Sarong Party Girl

Sarong Party Girl, sarongpartygirl.

Update 2009: moved to Babelogic and learned to draw.

Continue reading "Sarong Party Girl" »

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 example.

Continue reading "Big Picture / Barry Ritholtz" »

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 ?

Continue reading "Calculated Risk" »

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).