Aug 5 2009

In Goldman Sachs We Trust: The Story of a $222 Stock going to $1 During the Great Depression.

As we look over the masters of the universe on Wall Street with Bear Stearns, Lehman Brothers, Merrill Lynch, Morgan Stanley, and Goldman Sachs only two remain standing and no longer in their previous form.  Yet in the midst of all this turmoil, the storied Goldman Sachs is still churning out the profits.  A recent […]

Aug 1 2009

FDIC Loan Report and Plan C: Nearly Half of the $7.7 trillion in Loans Outstanding at FDIC Insured Banks are in the form of Commercial Real Estate. USPS Contracting CRE Space. Drop in Restaurant Traffic.

The commercial real estate debacle is heating up.  Although the market is cheering the better than expected drop in second quarter GDP, much of the reason for a less than spectacular fall came from the “G” in the equation, government spending.  By the way, we revised Q1 GDP lower to -6.4 percent but not much […]

Jul 30 2009

The Road to Financial Serfdom: The Official Disconnect of Main Street from Wall Street and the Financial Mainstream Media.

On Thursday with the S&P 500 inching closer to the 1,000 mark it is near impossible to silence the “recession is over” media hype.  Of course, this is the same media that missed the biggest economic collapse since the Great Depression but here they are predicting the end of the recession.  The problem of course […]

Jul 16 2009

Bankruptcy Filings up 33 Percent over a 12-month Period: Total 12-month Total of Bankruptcy Filings 1.2 Million. In last Report, Filings up 27 Percent in one month.

Bankruptcy filings are soaring in the United States.  In the last data point, we had 134,282 bankruptcy filings for the month of March 2009.  Bankruptcy data usually lags 3 or 4 months but the trend is ominous.  For the last 12 months some 1.2 million bankruptcy filings have occurred.  Much of this is linked to […]

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