Blog Detail
Reggie Middleton's Boom Bust Blog
http://boombustblog.com
- Author: reggiem
- Listed in: Corporate Finance
- Tags: real estate investing finance banks hedge funds funadamental analysis
- Added on: Feb 29th, 2008
- Country: United States
- Language: English
An intense, fundamental and macro economic analysis blog that forensically picks apart companies on the cusp of a boom or bust.
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Recent Posts
The Asset Securitization Crisis Series to date
I have fixed the archived links, so all links to all articles arenow working properly. This is the Asset Securitization Crisis roadmapto date. Feel free to spread it around. The Asset Securitization Crisis Analysis road-map to date: Intro: The gr...
China Macro Update
China: An Insight into its Past Growth and the Future (also of interest is the HSBC opinion and 2H08 update)China’smassive growth in the last decade has taken the world by surprise. Currentlythe fourth largest economy, the country continues to...
Goldman and Morgan Stanley get wise
From the Dealbreaker site: Morgan Stanley and Goldman Sachs are linking their lending to hedge funds to the market's assessment of the credit worthiness of the investment banks. Morgan Stanley will reportedly evaluate the amount of ...
What are the chances that I influenced the thinking on Goldman???
Those that follow my blog know that I have thought the Golden Boys have been overvalued for many months now. I have harped on this fact throughout the summer and released analysis in July, a precursor - Goldman Sachs Snapshot: Risk vs. Reward vs. Rep...
Have I cast the seeds of doubt for Wells Fargo?
I targeted Wells Fargo in May, as part of my Doo Doo 32 bank series - see The Drill Down, the Forensic Analysis and the more general "Anatomy of a Sick Bank"! If I am not mistaken, I made it perfectly clear that Wells Fargo is not what it is cracked...
