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We (Still) Don't Know What We Don't Know

So, here we are. More than two years into what started out as a credit crisis, one plus year after the Lehman collapse and a question that pertains to the one of the central workings of the equities market cannot be answered. At last evening's Market...

Published 11-18-2009 9:08 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, Technical Thursdays, Credit Derivatives, Financial Innovation

Beyond the Sound Bite: An Interview with Susanne Trimbath, Ph. D.

My interview with the CEO and Chief Economist of STP Advisory Services includes her libertarian perspectives on the virtuous circle, the risks in the Fed's exit strategy, key consequences of financial innovation, and the next global financial crisis...

Published 09-09-2009 11:26 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Beyond the Sound Bite, US Consumer, Credit Derivatives, us economy

The 3 Phases of this Bull Market

The stock market rally since early March appears to have three distinct phases to it. The first phase was the backing off from the economic abyss. The second phase was a bounce to fair value normalcy. The third phase (the one we are in now) is what I...

Published 08-25-2009 9:41 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Valuation, Investment Strategy, Goldman Sachs, Globalization, us economy

Beyond the Sound Bite: An Interview with Gillian Tett

My interview with the assistant editor of the Financial Times and author of "Fool's Gold" includes key aspects of financial innovation, the consequences of a reluctance to lend by financial institutions, the utility qualities of the financial...

Published 08-05-2009 3:33 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, Beyond the Sound Bite, Credit Derivatives

Equity Market Headwinds: No Margin for Error

While it is encouraging that equities have rallied to the point where many 200 day moving averages are either flat or nearly so and nearly all sectors, styles, regions, and countries are above their 50 day moving average, not to mention the fact that...

Published 04-17-2009 10:28 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Valuation, Technical Thursdays

Beyond the Sound Bite: An Interview with Dr. Robert Barbera

My interview with the Executive Vice President and Chief Economist at ITG and author of The Cost of Capitalism: Understanding Market Mayhem and Stabilizing Our Economic Future explored the real world economic pragmatism articulated in his just published...

Published 04-15-2009 9:40 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Beyond the Sound Bite, Chief Economist

In Defense of Financial Innovation

There is considerable talk (much of it rather regressive) about the future of the financial system. In one camp are the advocates of a return to basic banking. Think George Bailey and “It’s a Wonderful Life”. Paul Krugman, John Bogle...

Published 04-07-2009 9:55 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Credit Derivatives, Globalization

Why Paul Krugman is Wrong

Let me start by saying that on many levels, I agree with Paul Krugman. I read his blog regularly and find his work to be of significant value. I also share many of his political views and leanings. But when he makes the market efficiency argument, he...

Published 03-24-2009 12:01 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, Valuation, Credit Derivatives

Street Scan

Billionaires are now Slumdog Millionaires because: A. The credit markets remain frozen B. The US economy is falling off the cliff C. Corporate earnings are headed substantially lower (<$50 S&P 500 operating earnings) D. The socialist programs of...

Published 03-10-2009 12:17 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, deleveraging, Valuation, Credit Derivatives

Beyond the Sound Bite: An Interview with Joe Battipaglia

In my second conversation with the Market Strategist/Private Client Group for Stifel Nicholas and Chief Investment Officer with Washington Crossing Advisors we discussed his deep and long recession call, the consequences to earnings, the inefficiencies...

Published 02-18-2009 1:59 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, deleveraging, Investment Strategy

Beyond the Sound Bite: An Interview with Donald Rissmiller

In my second interview with the Chief Economist at Strategas Research Partners we explore the probabilities of multiple economic Ws, the importance of monitoring interest rate sensitive industries, capex for signs of economic stability, and the multiplier...

Published 02-11-2009 10:40 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Beyond the Sound Bite, US Consumer, Don Rissmiller

TARP Version 1 Revisited: Mark-to-Market Back in the Crosshairs

“Senior Wall Street executives said yesterday that they had been sounded out on plans for an “aggregator bank” that would purchase toxic assets from banks. Under one of the plans discussed, toxic assets would be valued by an independent...

Published 01-28-2009 7:38 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, deleveraging, Financial Innovation

Helicopter Hank

“It is like if you are in an airplane and the oxygen mask comes down,” said Stefanie Kimball, (Independent Bank’s) chief lending officer. “First thing you do is put your own mask on, stabilize yourself.” " In Michigan...

Published 01-14-2009 7:30 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, Geopolitics, deleveraging, Investment Strategy

A Most Dangerous Inflection Point

“If we don’t act swiftly and boldly, we could see a much deeper economic downturn that could lead to double-digit unemployment.” President-elect Barack Obama January 3, 2009 There is a major economic battle underway pitting the resurgent...

Published 01-06-2009 10:51 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Geopolitics, US Consumer

Quotable Quotes: Dr. Doom (Nouriel Roubini) is 100% in Equities?!!

"I am not in the Armageddon camp". So states the one economist who got the current economic climate right for (more importantly) the right reasons. Given that fact, however, why is his personal money 100% in equities? To hear Dr. Roubini's...

Published 12-05-2008 7:32 AM by Vinny Catalano, CFA

Filed under: Quotable Quotes, Credit Crisis

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