1) Want to see some data and charts about the housing and credit bubble that will make you queasy? Take a look at this very detailed presentation from T2 Capital Partners. Yes, things are much worse than any of us realize or admit.
2) Epicurean Dealmaker - "Not Safe for Work"
Ed: "Like: did Al Gore really [...]
Bain’s and THL’s Official Sponsor Complaint Press Release - Courtesy of The Deal - Sounds like the banks are backed into a corner on this one.
"U.S. Treasury Secretary Henry Paulson plans on Monday to call for sweeping structural changes in the way the government monitors financial markets, capping a broad review aimed at revamping a [...]
"Fed Puts out Bear Stearns Fire" - Wall Street Greek - Nice analysis of events today
"Fortress Bails Out Jacko" - Dealbreaker - Michael Jackson never fails to entertain
"Housekeeping" - Going Private - Reflections on GP’s 2006 and 2007 work
"CDS Clearing" & "Back to Basics: First to Default Swap" - Alea - CDS clearing is [...]
A Prince Turned Pauper - WSJ - Sympathizing with another member of the aristocracy. The Prince does love those petro dollars.
Surveying the Best Deals - The Deal - The attitudes and perspectives of top executives, investors, advisers and outside consultants in the emerging-technology industry during 2007.
Wall Street Compensation: Issues, Structure and Accountability - Information [...]