Blogs about: Deleveraging

Latest from Satyajit Das: inflation may be the better solution?

amyacheson wrote 2 months ago: The other alternative perhaps being a 1929 style crash.  A DERIVATIVES expert who two years ago war … more »

Tags: Credit Bubble, credit crunch, Credit Derivatives, Debt Bubble, delusional markets, Inflation, Interest Rates, Satyajit Das

Flight to safety in the market

amyacheson wrote 4 months ago: I am certainly not the first to notice that something is going on here.  It is so unusual that it b … more »

Tags: Deflation, bear market, Liquidity, demand deposits, Treasuries, great unwind, cash, flight to safety, repo auction

Citigroup: It's now too dangerous to invest in U.S. economy

amyacheson wrote 4 months ago: Citi says the “great unwind” has begun: We are now confronted by a broad bloodbath in th … more »

Tags: Deflation, counterparty, Credit markets, banking system, bank failures, corrections, Citigroup, great unwind, unwinding

Credit crunch hits small businesses where it hurts; had depended on HELOCs for funding

amyacheson wrote 5 months ago: CHICAGO (Reuters) - The credit crunch driven by the U.S. housing crisis appears to have hit another … more »

Tags: credit crunch, Deflation, Credit Derivatives, Credit markets, Small Business, SBA

Fear of Buyout Debt - Asset firesales to come?1 comment

amyacheson wrote 5 months ago: Homeowners aren’t alone in experiencing buyers’ remorse in today’s troubled market … more »

Tags: credit crunch, Deflation, credit, Private Equity, Investment Banking, effect on pension funds, asset sale, firesale

Newest and gloomier IMF report: worsening global financial markets

amyacheson wrote 5 months ago: Today IMF released its latest report on global financial markets (well worth a read - see link).  F … more »

Tags: Economy, economic forecast, Economic outlook, economy 2008, economic stimulus, Banks, recession, Derivatives, Credit Derivatives

Central banks cannot prevent unraveling of global economy?

amyacheson wrote 5 months ago: Satyajit Das opines that the tools available to central banks are inadequate to address the scope of … more »

Tags: monolines, CDO, Ben Bernanke, bernanke, FED, federal reserve, Monetary Policy, Banks, Credit Derivatives

Future of monolines irreparably destroyed? Ackman to Moodys: How do you justify giving Triple A ratings?1 comment

amyacheson wrote 5 months ago: From Goode Value Investing  http://www.goodevalue.com/2008/01/22/bill-ackmans-letter-to-rating-agen … more »

Tags: monolines, Downgrade, Rating Agencies, pension funding, MUNIS, MBIA, Derivatives, counterparty, reinsurers

$45,464 Billion credit default swaps outstanding in 2007; 59% were collateralized?1 comment

amyacheson wrote 5 months ago: As we try and get our arms around the ultimate scope and outcome of whatever deleveraging is underwa … more »

Tags: CDO, Derivatives, Credit Derivatives, Mark to Market, Collateral

Marc Faber: Bloomberg Interview

wealthjourney wrote 1 month ago: Marc Faber: Investors Shouldn’t Be Buying Source: Marc Faber Interview Bloomberg, June 9, 2008 Mar … more »

Tags: News Worthy, Commodities, doom gloom boom, inflated asset prices, Marc Faber, Property, Real Estate

The Big "Give-back"1 comment

goldenticker.com wrote 4 months ago: March 19, 2008: Commodities finally got slammed after racking up some massive gains over the last fe … more »

Tags: Investing, commoditites


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