Tuesday, 19 August 2008 05:00
The Asset Securitization Crisis Series to date
Tweet me!
I have fixed the archived links, so all links to all articles are
now working properly. This is the Asset Securitization Crisis roadmap
to date. Feel free to spread it around.
The Asset Securitization Crisis Analysis road-map to date:
- Intro:
The great housing bull run - creation of asset bubble, Declining
lending standards, lax underwriting activities increased the bubble - A
comparison with the same during the S&L crisis - Securitization - dissimilarity between the S&L and the Subprime Mortgage crises, The bursting of housing bubble - declining home prices and rising foreclosure
- Counterparty risk analyses - counter-party failure will open up another Pandora's box (must read for anyone who is not a CDS specialist)
- The consumer finance sector risk is woefully unrecognized, and the US Federal reserve to the rescue
- Municipal bond market and the securitization crisis - part I
- Municipal bond market and the securitization crisis - part 2 (should be read by whoever is not a muni expert - this newsbyte may be worth reading as well)
- An overview of my personal Regional Bank short prospects Part I: PNC Bank - risky loans skating on razor thin capital, PNC addendum Posts One and Two
- Reggie Middleton says don't believe Paulson: S&L crisis 2.0, bank failure redux
- More on the banking backdrop, we've never had so many loans!
- As I see it, these 32 banks and thrifts are in deep doo-doo!
- A little more on HELOCs, 2nd lien loans and rose colored glasses
- Will Countywide cause the next shoe to drop?
- Capital, Leverage and Loss in the Banking System
- Doo-Doo bank drill down, part 1 - Wells Fargo
- Doo-Doo Bank 32 drill down: Part 2 - Popular
- Doo-Doo Bank 32 drill down: Part 3 - SunTrust Bank
- The Anatomy of a Sick Bank!
- Doo Doo Bank 32 Drill Down 1.5: Wells Fargo Bank
- GE: The Uber Bank???
- Sun Trust Forensic Analysis
- Goldman Sachs Snapshot: Risk vs. Reward vs. Reputations on the Street
- Goldman Sachs Forensic Analysis
- American Express: When the best of the best start with the shenanigans, what does that mean for the rest..
- Pt one of three of my opinion of HSBC and the macro factors affecting it
Image Gallery
ReggieMiddleton: Google Spreads Launches Plethora Of Game Changing Products & Initiatives Causing Analysts To Scramble To... http://t.co/lCe4U128lQ2 days ago from Facebook
ReggieMiddleton: Google Spreads Launches Plethora Of Game Changing Products & Initiatives Causing Analysts To Scramble To BoomBustBlog http://t.co/7Hf7fdoRqr2 days ago from HootSuite
ReggieMiddleton: Attached pic compares my Internet influence to that of Bloomberg & Reuters. Interesting considering depth of analysis http://t.co/khhWurT5xe4 days ago from Facebook
powered by TweetXT!
Topics
Asia
Asset Securitization Crisis
Banking
Blogonomics
Capital Markets
Commercial Banks
Commercial Real Estate
Current Affairs
Earnings
Financial Engineering
Financial Services
Financial Shenanigans
Global Macro
Heard on the Street
Industrial Manufacturing
Insurers and Insurance
Investment Banks
Law & the Government
Legislation
Legislation, Law & the Government
Mortgage Banking
Questions from Reggie to Ask YOUR Advisor
Research
Residential Real Estate
Retail
Risk Management
Strategy
technology
Trading
UK and Eurozone
Latest comments
- Google Q2 2013 Update: Valuing...
I like ARMH as well, but as you said... 80x+ trailing PE. Even if you ...
16.05.13 10:15
By ReggieMiddleton - Google Q2 2013 Update: Valuing...
In my humble view, ARMH is a better bet and stock risk now is overall ...
15.05.13 02:18
By Dar - Short Term Gain Brings About L...
If everyone was on board instead of being consumed in themselves they ...
11.05.13 01:10
By Dr. Nathanial David - Preparing Resources To Shop Fo...
:lol: Well done Reggie, thanks for the post, god knows it is a sad sta...
10.05.13 17:28
By jynx101 - It's Not Just Reggie Warning I...
Buy precious metals and physically HOLD it. :-)
08.05.13 17:38
By Rourke
You need Flash player 8+ and JavaScript enabled to view this video.
