The interesting discussion continues over on Nuclear Phynance. Here is my latest:
Hi Cheng,
My opinion on CDS has nothing to do with what is going on in subprime. In my opinion, subprime is just the first “zit” appearing on the face of a pubescent teen’s face who has been eating nothing but junk food for [...]
I’m halfway through
Financial Armageddon: Protecting Your Future from Four Impending Catastrophes
and will give a review when I’m done. So far, it is awesome. I’m also a big fan of Panzner’s Financial Armageddon blog. This morning, he points to a very interesting article in the Times Online.
Walker Understands the Golden Rule
Howdy!
Been away for a while with traveling, preparing for the new job, etc. There is a pretty good (in my opinion) discussion going on over at NP:
Will there be a financial market contagion caused by ABS CDO woes?
This morning, there is a discussion of disparities between cash and synthetic (CDS) bond markets. Here is my [...]
