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« The Wall Street Parrot | Main | Larry Kudlow Asks the Wrong Question »

August 19, 2011



Just looked at the date of this posting--linked to it from the Big Picture. Ha!


Jeff, good to know you are still causing trouble. While I applaud a data-driven approach, I wonder if one of the problems we face today is that we don't have good data. While the financial positions of the big U.S. banks have improved since the meltdown (with the exception of B of A), we still don't know how much junk they have on their books at inflated values, nor their exposure through CDS to European banks. The mortgage servicer settlement appears to be a big break for them, if it protects all of the second liens that should have been wiped out. I don't think the Stress Index, as useful as it might be, can capture these uncertainties.

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