Published December 4, 2024

Shocks and Reversals

The effects of recent shocks in global macro policy and politics seem to have simmered down only to reverse.

Published May 30, 2012

Is the US housing slump turning Japanese?

We are now six years into a housing bust that bears an uncomfortable resemblance to the truly epic Japanese property blowout.

Published June 5, 2012

Some perspective on the Facebook IPO

If speculators are disappointed with the performance of the Facebook IPO it is because they had ridiculous expectations of what rational investors would pay.

Published March 3, 2008

The Economist: Special Report on Asset Management

The current edition of The Economist has a special report on asset management. The first article, by Philip Coggan, The Economist’s Capital […]

Meredith Whitney on 60 Minutes: Expect 50+ muni bond defaults in 2011

AUTHOR

Mick Weinstein