The continued fallout from the the Moody’s big mea culpa . ( FT Alphaville )
UBS offloads a scad of mortgage assets at a discount , and pays for the privilege. ( Times Online via Alpha Guy )
“People are losing faith in financial assets for good reason.” ( Interfluidity )
The relationship between 3 month T-bills and Fed funds is becoming more normal. ( Trader’s Narrative )
The challenge of making oil production estimates without the requisite data. ( naked capitalism )
“All that said, this parabolic oil move will not end well .” ( Howard Lindzon )
An up April for hedge funds . ( DealBook )
“The 10-year P/E has, in my opinion, almost no impact on equity prices.” ( Crossing Wall Street )
There are very few perfect hedges . ( Market Movers )
Is Amazon’s ( AMZN ) stock price defying gravity? ( WSJ.com , C...
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