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Blogs about GSE

Blogs	Description	Date Updated
My Visit to the US Treasury, Part 7 (Final)	Things have been busy for me, so this final part should be short. What did I learn that I did not already know? Not much, except: The Treasury wants to convince the public that it is doing its best, but that Congress is a slave to the Financial Services industries. When asked about the latest bailout of GMAC, they said that didn’t qualify as a financial — the aid was to help the auto companies. (If so, send it directly, and let GMAC expire.) They said that they worried about...	November 10, 2009
My Visit to the US Treasury, Part 6	Now, none of us knew when we came that only bloggers were invited. Personally, I expected it to be a broader press briefing that some bloggers could come to as well. “Deep background” is well understood to the press, but new to bloggers. My blogging friends at the meeting can correct me, but all of us were surprised that it was only bloggers at the meeting. My only clue that they might have treated us nicer than some other gatherings, was that some staffers not at the meeting c...	November 07, 2009
Fannie + Goldman + US Treasury + Tax Credits = Complex Mess	In a prior job, I spent a decent amount of time on Affordable Housing tax credits. The idea was to reduce my life insurance company client’s taxable income to the point where they would be close to but not subject to the corporate alternative minimum tax. Occasionally my work would take me on trips to industry conferences on Affordable Housing. When I would go to these meetings, there would be a panoply of players there — Banks, Insurers, Utilities, perhaps a health insurer or ...	November 02, 2009
On Bond Investing, ETFs, Indexes, and the Current Market Environment	Bond indexes are what they are. They represent the average dollar invested in the bond markets. Those that say that the indexes are flawed miss the point. Indexes represent the average return of an asset class, with all of its warts and wrinkles. That is the nature of an index; it earns what the asset class as a whole earns. So what if big issuers dominate the index? The average dollar in bonds reflects that. Do you want to take a bet against the average? You probably do, and I do ...	October 29, 2009
Farewell to John Davidson	I wrote the John Davidson series initially because I wanted to explain conditions in the life insurance industry, given the present credit crisis. As I continued to write, I noticed my bias was coming out, against management teams that stretch/break accounting, in an effort to make money in bonuses through sales. Alas, in three of the four companies that I worked with closely, this factor was in play. I sometimes think that companies like that employed me more readily, because they wanted ta...	May 02, 2009
The Great Omission	This seems to be the era for dusting off old articles of mine. This one is one year old, I wrote it on April Fools’ Day — Federal Office for Oversight of Leverage [FOOL]. (Today I would simplify it to: Federal Office Overseeing Leverage.) I would recommend a re-read of that article, and encourage those at the Treasury to realize the enormity of what it is trying to do. Well, now the Treasury ain’t foolin’ around. They think they can harness systemic risk. Check ou...	March 27, 2009
Live-Blogging the Wall Street CEO Grilling on Capitol Hill	Today, the House Financial Services Committee is grilling a group of Wall Street CEOs about their use of TARP funds. The witnesses include Goldman Sachs chief executive Lloyd Blankfein; J.P. Morgan CEO Jamie Dimon; Bank of America CEO Ken Lewis; Morgan Stanley CEO John Mack; Citigroup’s Vikram Pandit; Wells Fargo’s John Stumpf; Bank of New York Mellon chief executive Robert Kelly; and State Street CEO Ronald Logue. Video is available here if you want to play along at home. Deal Jour...	February 11, 2009
The TARP Becomes the GARP	The collective groan emitted by markets following the announcement of the Geithner Asset Relief Program (a.k.a., GARP) stems primarily from unmet expectations. Ultimately, investors have been left wanting, and that may be the result of their own lofty hopes and the ongoing chatter about the plan reported by major newspapers (including this one) that boosted the market’s optimism. This visceral, knee-jerk response, over time, will be replaced by a more substantive reaction to the various a...	February 10, 2009
Comfort Zone Investing: Why some good banks won't take TARP money	Filed under: Comfort Zone Investing, RecessionTed Allrich is the founder of The Online Investor and author of the book: Comfort Zone Investing: Build Wealth and Sleep Well at Night. In this weekly column, he'll offer advice to investors who are just getting started. TARP stands for Troubled Asset Relief Program. You may have heard about it, how $194.2 billion has already been given out by the agency to 317 institutions in 43 states and Puerto Rico. The Treasury is in charge and estimates that 2...	February 07, 2009
Book Reviews: 3 John Rubino Books	So, I was asked to review "Clean Money: Picking Winners in Green Tech Boom". Whenever I get asked to review a book that tells me what stocks to pick, my BS antenna goes way up. So, I asked for all the authors books so I could review his last predictions. Your gonna want to read this. First up was:"How to Profit From The Coming Real Estate Bust", written in 2003.Had you read this one in 2003 when it was released, you would have been introduced to little letters like, CDS, GSE's, CDO, RMBS, CDS...	January 07, 2009

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