Tuesday, November 11, 2008

World Bank 100B

He cited the Philippines, Vietnam and sub-Saharan countries as being on the brink, while noting that petrol producers such as Venezuela and Mexico were suffering from the fall in oil prices.

More names on the list. With OIL pushing below $60 look for more Oil producing companies to be in trouble.

http://www.ft.com/cms/s/0/11392968-b026-11dd-a795-0000779fd18c.html

From 24/7

http://www.247wallst.com/2008/11/china-cant-outr.html#more

3% would a depression for China, 6% would be a recession.

How will china finance its bailout

http://ftalphaville.ft.com/blog/2008/11/11/18088/all-the-treasuries-in-china/
Any sign that China is slowing or selling treasuires will provoke chaos in the markets.

Awesome post

http://www.portfolio.com/news-markets/national-news/portfolio/2008/11/11/The-End-of-Wall-Streets-Boom?tid=true#

Nothing really new, but a great read

Monday, November 10, 2008

WSJ Speculators, Politicians and Financial Disasters

http://online.wsj.com/article/SB122626062814011765.html?mod=googlenews_wsj
Excellent post, you should read it ASAP

They just don't get it

http://www.telegraph.co.uk/finance/financetopics/financialcrisis/3408142/Financial-crisis-The-banks-just-dont-get-it--theyre-lucky-to-be-alive.html
Clearly they dont get it. They made the deal with the devil and he will get his due.

FT on Freddie

http://ftalphaville.ft.com/blog/2008/11/10/18047/fannie-mae-to-paulson-please-sir-may-i-have-some-more/
Yeah, there is no end to this one. Cut them apart and set them free.