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- Is the CDS Question Overblown?
- Lockstep Investing submits: This article is written in response to Felix Simon’s article, "CDS: The Less You Know, the Worse They Look" The financial markets were recently shrieking in fear of the settlement of Lehman LEH and Washington Mutual WM credit default swaps. Yet the settlement dates have passed...
- External links 2008-10-31
- Which is a Better Short Candidate - Capital One or American Express?
- Lockstep Investing submits: Assume credit cards are the next crisis. Also, assume the crisis comes because the charge off rates go so high that no wants to buy credit card bonds. Where is the best place to be short? Looking at options, both Capital One Financial...
- External links 2008-11-13
- How to Profit from Goldman Sachs
- Lockstep Investing submits: Due to the credit crisis, the investment banking model is broken. Current stand alone investment banks are racing against the clock to find reliable funding source for their outsized portfolios. That being said, investment banks are voracious capitalist market makers with tremendously talented people. ...
- External links 2009-01-04
Additional Resources
- Fannie, Freddie: Beyond the Balance Sheets
- Lockstep Investing submits: From Kings 1, 19:11-13: The LORD said, "Go out and stand on the mountain in the presence of the LORD, for the LORD is about to pass by. Then a great and powerful wind tore the mountains apart and shattered the rocks before the LORD,...
- External links 2008-08-24
- What Sound Investing Can Teach Us About Successful Selling In Recessionary Times
- Think for a second about an investment you may have made wherein you were absolutely certain about its successful returns. When your projections did not materialize, at what point did you pull out; cash in your chips, Dump-the-Stock? But here's the kicker, when did you dump it relative to other...
- White papers 2009-01-01
- Are Brazil and China the Next Bubble?
- It's hard to resist the kinds of returns that have been emerging from China and Latin America. But one sharp international fund manager won't go there. Too risky. You’re not invested in high-growth emerging markets like China and...
- Articles 2009-07-17
- Supply Cuts Set Stage for Rally (Eventually)
- Hard Assets Investor submits: The recent, "It's official; we're in a recession" announcement on Monday comes as no surprise to most people, and definitely not to anyone investing in the commodity markets. It just means that we can "officially" use the word everyone has been whispering in the back...
- External links 2008-12-04
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