Reggie Middleton is an entrepreneurial investor who guides a small team of independent analysts, engineers & developers to usher in the era of peer-to-peer capital markets.
1-212-300-5600
reggie@veritaseum.com
I have decided to release the Greek Banking Fundamental Tear Sheet to the public (you must select the free registration option here to access it if you are not already a member of my blog). It was released as a summary of a more verbose document designed to inform subscribers which of the Greek banks we felt were worth putting short positions on as of 02/17/2010.
We have both summary and verbose tear sheets for banks based in Italy, Spain, Ireland, the UK, the US and those exposed to the CEE countries which we feel have significant room to run downwards. The Spanish banks have returned quite handsomely thus far.
The Asset Securitization Crisis of 2007, 2008 and 2009 led to the demise of several global banks and institutions. Central bank induced risky asset bubbles gave rise to, what was popularly considered and reported as through the popular media, a rapid recovery. The reality was that the insolvencies that marked the crisis were passed on, in part, to the sovereign nations that sponsored the Crisis, and as the chickens came home to roost the Asset Securitization Crisis has now blown into a full Sovereign debt crisis.
The Pan-European Sovereign Debt Crisis, to date (free):
The Coming Pan-European Sovereign Debt Crisis – introduces the crisis and identified it as a pan-European problem, not a
localized one.
What Country is Next in the Coming Pan-European Sovereign Debt Crisis? – illustrates the potential for the domino effect
The Pan-European Sovereign Debt Crisis: If I Were to Short Any Country, What Country Would That Be.. – attempts to illustrate the highly interdependent weaknesses in Europe’s sovereign nations can effect even the perceived “stronger” nations.
The Coming Pan-European Soverign Debt Crisis, Pt 4: The Spread to Western European Countries
The Depression is Already Here for Some Members of Europe, and It Just Might Be Contagious!
I Think It’s Confirmed, Greece Will Be the First Domino to Fall
Smoking Swap Guns Are Beginning to Litter EuroLand, Sovereign Debt Buyer Beware!
Financial Contagion vs. Economic Contagion: Does the Market Underestimate the Effects of the Latter?
Greek Crisis Is Over, Region Safe”, Prodi Says – I say Liar, Liar, Pants on Fire!
Germany Finally Comes Out and Says, “We’re Not Touching Greece” – Well, Sort of…
The Greece and the Greek Banks Get the Word “First” Etched on the Side of Their Domino
As I Warned Earlier, Latvian Government Collapses Exacerbating Financial Crisis
Once You Catch a Few EU Countries “Stretching the Truth”, Why Should You Trust the Rest?
Lies, Damn Lies, and Sovereign Truths: Why the Euro is Destined to Collapse!
Ovebanked, Underfunded, and Overly Optimistic: The New Face of Sovereign Europe
Moody’s Follows Suit Behind Our Analysis and Downgrades 4 Greek Banks
The EU Has Rescued Greece From the Bond Vigilantes,,, April Fools!!!
How BoomBustBlog Research Intersects with That of the IMF: Greece in the Spotlight
A Summary and Related Thoughts on the IMF’s “Strategies for Fiscal Consolidation in the Post-Crisis
Greek Soap Opera Update: Back to the Bailout That Was Never Needed?
Reggie Middleton is an entrepreneurial investor who guides a small team of independent analysts, engineers & developers to usher in the era of peer-to-peer capital markets.
1-212-300-5600
reggie@veritaseum.com