| Date |
 |
Author |
 |
Title |
| 2/8/2010 |
 |
Bill Witherell |
 |
Currency Market Volatility |
| 2/8/2010 |
 |
David Kotok |
 |
Greece and an Ode to Simonides |
| 2/1/2010 |
 |
John Mousseau |
 |
BABs Extension Will Aid the Tax-Free Bond Market |
| 2/1/2010 |
 |
David Kotok |
 |
Cordoba |
| 1/30/2010 |
 |
David Kotok |
 |
Madrid, Saturday Night, January 30, 2010 |
| 1/27/2010 |
 |
David Kotok |
 |
Subpoena the Fed? |
| 1/26/2010 |
 |
Bill Witherell |
 |
Cross-Currents in the Eurozone |
| 1/26/2010 |
 |
Bob Eisenbeis |
 |
The Non-Meeting Meeting |
| 1/23/2010 |
 |
David Kotok |
 |
Stocks, VIX, Obama Administration & Uncertainty |
| 1/19/2010 |
 |
David Kotok |
 |
I'm Mad as Hell and I Am Not Going to Take it Anymore |
| 1/19/2010 |
 |
Bob Eisenbeis |
 |
To Tax or Not To Tax |
| 1/14/2010 |
 |
David Kotok |
 |
The Fed’s $1.25 Trillion Gambit |
| 1/11/2010 |
 |
David Kotok |
 |
Jobs? Glass Half Full? Half Empty? Or Broken? |
| 1/7/2010 |
 |
David Kotok |
 |
It Was Only a Paper Moon |
| 1/6/2010 |
 |
Bill Witherell |
 |
Global Asset Allocation in 2010 |
| 1/5/2010 |
 |
John Mousseau |
 |
The Muni Market: A Look Ahead to 2010 |
| 1/3/2010 |
 |
Peter Demirali |
 |
Fannie and Freddie |
| 12/24/2009 |
 |
Bob Eisenbeis |
 |
Walking on Broken Glass |
| 12/23/2009 |
 |
David Kotok |
 |
2010: The Year to Focus on Sovereign Debt |
| 12/21/2009 |
 |
David Kotok |
 |
Bribery in the U.S. Senate Sets a New Low Point |
| 12/12/2009 |
 |
David Kotok |
 |
Sarasota and Fannie Mae |
| 12/8/2009 |
 |
David Kotok |
 |
Growth Over Value |
| 12/5/2009 |
 |
David Kotok |
 |
Bernanke Confirmation? |
| 12/2/2009 |
 |
David Kotok |
 |
Interview of Eisenbeis and Kotok by Chris Whalen of Institutional Risk Analytics |
| 12/1/2009 |
 |
Bill Witherell |
 |
Dubai: A Stress Test for Global Markets |
| 11/30/2009 |
 |
Bob Eisenbeis |
 |
Questions for Bernanke |
| 11/27/2009 |
 |
Bob Eisenbeis |
 |
The Problems in Dubai |
| 11/26/2009 |
 |
David Kotok |
 |
Asia trip, Dubai news, T-Day wish! |
| 11/24/2009 |
 |
David Kotok |
 |
Cumberland Advisors Announces Growth and Expansion with Florida Office |
| 11/23/2009 |
 |
Bob Eisenbeis |
 |
Is Contingent Capital the Answer to the Bank Capital Problem? |
| 11/17/2009 |
 |
Bob Eisenbeis |
 |
In Fed We Trust by Robert A. Eisenbeis and Ellis Tallman |
| 11/16/2009 |
 |
David Kotok |
 |
Good Morning, Vietnam! |
| 11/9/2009 |
 |
Bob Eisenbeis |
 |
Is Restricting Pay the Silver Bullet? |
| 11/4/2009 |
 |
David Kotok |
 |
The Fed and the Unemployment Rate cont’d |
| 11/2/2009 |
 |
Bill Witherell |
 |
More BRICs Falling |
| 10/31/2009 |
 |
David Kotok |
 |
The Coming Week: Fed, Employment Report, Asia |
| 10/29/2009 |
 |
Bill Witherell |
 |
End of the Carnival in Brazil? |
| 10/29/2009 |
 |
David Kotok |
 |
Fed Independence: R.I.P.? |
| 10/23/2009 |
 |
David Kotok |
 |
$80 Oil..... |
| 10/20/2009 |
 |
John Mousseau |
 |
The Muni Market a Year (and change) After the Lehman Failure(What a Long Strange Trip It’s Been) |
| 10/19/2009 |
 |
Bill Witherell |
 |
Will the Europeans Be Eating Our Lunch? |
| 10/18/2009 |
 |
David Kotok |
 |
Some Observations about Spot Interest Rates and Forward Interest Rates with help from Jason Benderly, Jim Bianco, Ned Davis & Howard Simons |
| 10/12/2009 |
 |
David Kotok |
 |
Oh, Those Financials! |
| 10/10/2009 |
 |
Bill Witherell |
 |
Investing in a Weak-Dollar Global Economy |
| 10/8/2009 |
 |
David Kotok |
 |
Ed Yardeni on Policy |
| 10/4/2009 |
 |
David Kotok and Bob Eisenbeis |
 |
The Fed Exit and the Role of BLOBS - Part 2 |
| 10/2/2009 |
 |
David Kotok and Bob Eisenbeis |
 |
The Fed Exit and the Role of BLOBS - Part 1 |
| 9/29/2009 |
 |
Bill Witherell |
 |
The Pittsburgh G-20 – Does It Matter? |
| 9/26/2009 |
 |
David Kotok |
 |
Iran, Nukes, War & Markets |
| 9/24/2009 |
 |
Bob Eisenbeis |
 |
Pay or No Pay? |
| 9/23/2009 |
 |
Bill Witherell |
 |
Tires, Chickens, and Trade – One Week Later |
| 9/21/2009 |
 |
Bob Eisenbeis |
 |
Did Policy Economists Get It That Wrong? |
| 9/21/2009 |
 |
David Kotok |
 |
The Drunk and The Liquor Store |
| 9/15/2009 |
 |
Bill Witherell |
 |
Kicking Tires, Playing Chicken: a Misstep on Trade |
| 9/12/2009 |
 |
David Kotok |
 |
Reflection on 9/11 |
| 9/8/2009 |
 |
Bob Eisenbeis |
 |
More on Gold and the CUMB-E Index of Federal Reserve Policy Flexibility |
| 9/6/2009 |
 |
David Kotok |
 |
Bankers and Beavers |
| 9/3/2009 |
 |
David Kotok |
 |
Hanoi, Singapore, Shanghai, Hong Kong and GIC |
| 8/31/2009 |
 |
Bill Witherell |
 |
Japan Votes for a Change |
| 8/31/2009 |
 |
David Kotok |
 |
Sugar High or Acid Trip? |
| 8/28/2009 |
 |
David Kotok |
 |
Weekend Reading About the VA (Veterans Administration) |
| 8/26/2009 |
 |
Bill Witherell |
 |
The End of Bank Secrecy? |
| 8/24/2009 |
 |
David Kotok |
 |
Bernanke! |
| 8/24/2009 |
 |
Bob Eisenbeis |
 |
Introducing CUMB-E Index of Federal Reserve Policy Flexibility |
| 8/23/2009 |
 |
David Kotok |
 |
Oil. The Price Forecasts Vary. Why? |
| 8/18/2009 |
 |
David Kotok |
 |
September! Also, Closing the Lehman Gap |
| 8/16/2009 |
 |
David Kotok |
 |
Moody’s, Munis and Cousin BABs |
| 8/14/2009 |
 |
David Kotok |
 |
Ricardian Equivalence |
| 8/9/2009 |
 |
David Kotok |
 |
Leens Lodge Report |
| 8/7/2009 |
 |
Bob Eisenbeis |
 |
A Modest Proposal for Executive Compensation |
| 8/4/2009 |
 |
Bob Eisenbeis |
 |
When Is a Bubble a Bubble? |
| 8/2/2009 |
 |
David Kotok |
 |
Clunker-nomics |
| 7/31/2009 |
 |
Bill Witherell |
 |
Is it Bubble Time in China Again? |
| 7/29/2009 |
 |
David Kotok |
 |
Being in the Sweet Spot (Twice) |
| 7/24/2009 |
 |
David Kotok |
 |
Be Careful What You Ask For |
| 7/21/2009 |
 |
David Kotok |
 |
Dennis Gartman, Ben Bernanke & Congress |
| 7/19/2009 |
 |
David Kotok |
 |
Meredith Whitney and 13% |
| 7/14/2009 |
 |
David Kotok |
 |
Viacialevitra in Reverse |
| 7/12/2009 |
 |
David Kotok |
 |
Financing Massive deficits. Also, John Mauld |
| 7/9/2009 |
 |
David Kotok |
 |
Interest Rates go Negative: Compare Riksbank (Sweden) with our Federal Reserve |
| 7/7/2009 |
 |
Bill Witherell |
 |
Should the BRussiaICs Become the BICs? |
| 7/7/2009 |
 |
David Kotok& Bob Eisenbeis |
 |
What if the Fed were a bank? |
| 7/6/2009 |
 |
John Mousseau |
 |
The ABCs of California IOUs
|
| 7/4/2009 |
 |
David Kotok |
 |
Happy Birthday America
|
| 6/30/2009 |
 |
David Kotok |
 |
Today's lunch with Jim Bullard
|
| 6/25/2009 |
 |
Bill Witherell |
 |
Global Recovery In Sight, China A Locomotive
|
| 6/24/2009 |
 |
David Kotok |
 |
Personal Savings Rate to Rise. Also, Ask Bob Parker
|
| 6/21/2009 |
 |
David Kotok |
 |
Florida, Florida, Florida & Clock Restaurant
|
| 6/18/2009 |
 |
David Kotok |
 |
Obama's Financial Regulatory Restructuring is an 'Industrial Policy'
|
| 6/15/2009 |
 |
Bob Eisenbeis |
 |
Interest Rates and the Policy Squeeze
|
| 6/10/2009 |
 |
Bill Witherell |
 |
Notes from the Corporate Governance Front Lines
|
| 6/10/2009 |
 |
Bob Eisenbeis |
 |
The Fed Subpoena and BofA Testimony
|
| 6/9/2009 |
 |
David Kotok |
 |
PAYGO, Deficits and the Fed
|
| 6/8/2009 |
 |
Bill Witherell |
 |
Two Pacific Rim Gems
|
| 6/4/2009 |
 |
Bill Witherell |
 |
Canada: Looking North to Add Value
|
| 6/3/2009 |
 |
David Kotok |
 |
Kulefu
|
| 6/1/2009 |
 |
David Kotok |
 |
Puku Ridge
|
| 5/22/2009 |
 |
Bill Witherell |
 |
India Votes for Stability and Growth
|
| 5/20/2009 |
 |
David Kotok |
 |
Strategy Update Plus Victoria Falls
|
| 5/19/2009 |
 |
Bob Eisenbeis |
 |
Football and Financial Regulatory Reform
|
| 5/7/2009 |
 |
David Kotok |
 |
Quick Bullets
|
| 5/5/2009 |
 |
David Kotok |
 |
Stress Tests & Tim Geithner's Bar Mitzvah
|
| 5/4/2009 |
 |
Bill Witherell |
 |
The Deepening Recession In Europe
|
| 5/3/2009 |
 |
David Kotok |
 |
Swine Flu Strategy Update
|
| 4/29/2009 |
 |
Bill Witherell |
 |
Investing Globally Under an International Health Emergency Alert
|
| 4/28/2009 |
 |
Bill Witherell |
 |
Mexico Back to Zero |
| 4/27/2009 |
 |
David Kotok |
 |
Swine Flu, Bird Flu, Human Flu |
| 4/24/2009 |
 |
Peter Demirali |
 |
Build America Bonds - A Great Start
|
| 4/22/2009 |
 |
Bob Eisenbeis |
 |
Bank Lending
|
| 4/19/2009 |
 |
David Kotok |
 |
Big Changes in Muniland
|
| 4/16/2009 |
 |
Bob Eisenbeis |
 |
The Goldman Exit
|
| 4/14/2009 |
 |
Joseph Mason |
 |
Regulatory Malfeasance and the Financial System Collapse
|
| 4/11/2009 |
 |
David Kotok |
 |
Does the Stock Market Rally Have Legs?
|
| 4/6/2009 |
 |
Bob Eisenbeis |
 |
Federal Reserve Independence
|
| 4/2/2009 |
 |
Bill Witherell |
 |
Japan and the G20
|
| 3/31/2009 |
 |
David Kotok |
 |
Heads or Tails? Parts 1 & 2 - Combined and Revised
|
| 3/26/2009 |
 |
Bob Eisenbeis |
 |
Systemic Risk Authority
|
| 3/21/2009 |
 |
David Kotok |
 |
A Lynch Mob
|
| 3/18/2009 |
 |
Bob Eisenbeis |
 |
An Interesting Hearing: AIG - Part One of Three
|
| 3/18/2009 |
 |
Bob Eisenbeis |
 |
An Interesting Hearing: AIG - Part Two of Three
|
| 3/18/2009 |
 |
Bob Eisenbeis |
 |
An Interesting Hearing: AIG - Part Three of Three |
| 3/17/2009 |
 |
Bill Witherell |
 |
The Times, They Are A'Changing
|
| 3/17/2009 |
 |
David Kotok |
 |
Three Quick Points About the Fed
|
| 3/16/2009 |
 |
David Kotok |
 |
Systemic Risk
|
| 3/9/2009 |
 |
David Kotok |
 |
Fixing the Banking System
|
| 3/8/2009 |
 |
Bill Witherell |
 |
Investor Eyes Are on the Dragon Economy
|
| 3/4/2009 |
 |
David Kotok |
 |
A Forecast of the Economic Outcome from Obama's plan
|
| 3/2/2009 |
 |
David Kotok |
 |
AIG: What It Means?
|
| 3/2/2009 |
 |
Bob Eisenbeis |
 |
Citigroup: Who Has the Pea?
|
| 2/26/2009 |
 |
Bob Eisenbeis |
 |
Stress Tests: What They Mean and Don't Mean
|
| 2/25/2009 |
 |
Bill Witherell |
 |
Cry for Argentina, Maybe for Mexico; Dry Eyes for Brazil and Chile
|
| 2/24/2009 |
 |
Bob Eisenbeis |
 |
Housing Affordability Plan
|
| 2/22/2009 |
 |
David Kotok |
 |
The next chapter in Citigroup's saga is unfolding as the Oscar winners are revealed
|
| 2/17/2009 |
 |
Bob Eisenbeis |
 |
Primary Dealers
|
| 2/16/2009 |
 |
Bill Witherell |
 |
The G7 and the Global Recession
|
| 2/13/2009 |
 |
David Kotok |
 |
Washington Seems in Disarray and More on Intel and President Obama
|
| 2/12/2009 |
 |
Bob Eisenbeis |
 |
What is the Problem? |
| 2/11/2009 |
 |
Christopher Whalen |
 |
Does Fair Value Accounting + Credit Default Swaps = Global Deflation?
|
| 2/10/2009 |
 |
David Kotok |
 |
Tim Geithner's Speech and Plan
|
| 2/9/2009 |
 |
Bill Witherell |
 |
The EMU versus the Global Recession
|
| 2/6/2009 |
 |
Bob Eisenbeis |
 |
It Isn't That Hard
|
| 2/3/2009 |
 |
Bob Eisenbeis |
 |
Maiden Lane Losses
|
| 2/2/2009 |
 |
David Kotok |
 |
Managing Inflation Expectations and Motivating Economic Growth by Joseph R. Mason
|
| 1/31/2009 |
 |
Jack Blumenthal |
 |
Pondering Madoff as you Choose Auditors by
|
| 1/30/2009 |
 |
John Mousseau |
 |
2008 Muni Madness: The Movie
|
| 1/28/2009 |
 |
David Kotok |
 |
Today's Fed Statement
|
| 1/27/2009 |
 |
Bob Eisenbeis |
 |
Why Secretary Geithner's China Comments Matter
|
| 1/26/2009 |
 |
Bill Witherell |
 |
Consultation versus Confrontation with China
|
| 1/24/2009 |
 |
David Kotok |
 |
Geithner, Obama and China
|
| 1/21/2009 |
 |
James Bianco |
 |
Bianco: The Dow Is Distorted
|