by Juan Carlos Arroyo CalderonFriday, March 7, 2008
Alas, my final post and I guess the theme seems appropriate. Do Pigmen ever face justice? The most cynical of you would probably say no. I would agree with you if these were halcyon times, but they are not. A problem that is too large to cover up will spill over, and it will demand nothing less than a pound of flesh.
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by Juan Carlos Arroyo CalderonThursday, March 6, 2008
Nicholas Sarkozy entered the French presidency amidst high enthusiasm and with a seemingly clear mandate to change France. He is finding that change is great in theory, but horrible in practice.
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by Juan Carlos Arroyo CalderonWednesday, March 5, 2008
The three major credit rating agencies - Moody’s, S&P, and Fitch - are clearly in the crosshairs of the credit crisis, and the desire to destroy them will rise as the monoline insurers go bankrupt. Not only do you have incorrectly rated structured finance paper, you have thousands of incorrectly-rated corporate and municipal bonds. Confidence is the key word here, and it is not anything the government or regulators can control. By any means necessary, these three credit rating agencies are probably going to go extinct as well.
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by Juan Carlos Arroyo CalderonTuesday, March 4, 2008
Exchange-traded funds (ETFs) have skyrocketed in popularity, and there now seems to be an ETF for every imaginable strategy or group of securities. Many in the bear camp have been giddy about the availability of short and ultra-short ETFs, which now come in a variety of index and sector flavors.
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by Juan Carlos Arroyo CalderonThursday, February 28, 2008
I was literally shocked to read the Wall Street Journal today. I experienced two surreal moments that left me stupefied.
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by Juan Carlos Arroyo CalderonWednesday, February 27, 2008
The federal-insured mortgage industry is ground zero for fraud, and its actions will cost you money.
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by Juan Carlos Arroyo CalderonWednesday, February 27, 2008
In a move more telling than a Goldman Sachs downgrade or some other propaganda piece spouted by PigMedia, the chief risk officer for Citigroup resigned.
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by Juan Carlos Arroyo CalderonTuesday, February 26, 2008
Leave it to PigMedia to distort the intentions and words of everything and anything. One of the more interesting concepts floating around is that lowering interest rates is positive for the U.S. economy and consumer.
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by Juan Carlos Arroyo CalderonMonday, February 25, 2008
CTB started writing on this theme with an earlier piece advertising price cuts in higher education. Some universities don’t like the idea of wholesale price cuts and continually decide to cost shift from one demographic to another. Still, it’s provides plentiful themes on the greater trends facing our country.
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by Juan Carlos Arroyo CalderonSunday, February 24, 2008
It seems highly likely that Barack Obama is going to push Hillary Clinton out of the race after the Ohio/Texas primaries. It’s also likely that a fragmented Republican electorate and an anti-George W. Bush mood spells the end for John McCain.
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by Juan Carlos Arroyo CalderonThursday, February 21, 2008
The New York Times is addicted to a few hot-button themes. What are hot-button themes? These are agenda items that the Times always seems to continually rehash in the form of stories, analysis points, blogposts, and opinion editorials.
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by Juan Carlos Arroyo CalderonThursday, February 21, 2008
These days, I can’t help but mock the British Exchequer as an utter joke on a scale comparable only to the Japanese Ministry of Finance. Seems like incompetence has caught up with Gordon Brown, and his final straw man is about to take the fall.
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by Juan Carlos Arroyo CalderonTuesday, February 19, 2008
That’s what is truly needed and sorely lacking in America. CTB’s endorsed candidate Ron Paul looks like he’ll be entering another term in the House of Representatives, and so we must look long and hard at the remaining three candidates on both sides before deciding if Juan Carlos should just sit this one out come November.
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by Juan Carlos Arroyo CalderonTuesday, February 19, 2008
Not a day goes by that PigMedia seems to spin and counterspin. Maybe they are being played just like the rest of us.
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by Juan Carlos Arroyo CalderonSunday, February 17, 2008
Awhile back, I explored the real reasons why Daniel Bouton remains the CEO of Societe General despite two fake attempts at resignation and despite a demand by the French President and Finance Minister.
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by Juan Carlos Arroyo CalderonThursday, February 14, 2008
CTB readers know that I have been deriding the Bank Of Japan (BOJ) as the world’s most useless central bank. I have openly scorned Fukui and the politicians who control him. My mockery of any uncertainty over possible rate hikes (certainty of 0) is surpassed only by my scorn for PigMedia’s attempt to warn readers of future hikes after the fact.
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by Juan Carlos Arroyo CalderonWednesday, February 13, 2008
The New York Times has fielded a diverse set of letters from readers. Some like his idea. Others don’t.
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by Juan Carlos Arroyo CalderonWednesday, February 13, 2008
Congress is trying to save the housing market, but it seems they are acting before thinking. If the recent testimony from the OFHEO regulator and Freddie Mac CEO offers any clue, it suggests that lawmakers are writing bad policy… again. Why are these guys even paid at all?
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by Juan Carlos Arroyo CalderonTuesday, February 12, 2008
Gotta give it to Wall Street’s elite. They sometimes know what they are doing. One of very best private equity deals this year has to be the recent investment by Goldman Sachs and Thomas Lee Partner into MoneyGram International.
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