12 Results for:

December 31, 2005

United States
Some things I got (more or less) right

Unfortunately, this list is a bit shorter than the list of things I got wrong.  Still, I think my crystal ball got a few things right.The rise in China's current account surplus.  I - influenced …

September 18, 2005

United States
Synthetic CDOs, China and Systemic Risk

I suspect the stock of outstanding synthetic credit derivatives -- $ 1500 b in synthetic CDOs in 2004 v. $300 b or so in 2001, according to Mark Whitehouse of the Wall Street Journal -- is the only t…