Showing posts with label Exclusive NAMA. Show all posts
Showing posts with label Exclusive NAMA. Show all posts
Tuesday, June 1, 2010

Economics 1/6/2010: Numbers game at Anglo

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Last night, I sat down to run through possible scenarios for the Anglo's 'The Bad and the Ugly' Banks division. You see, somethi...
1 comment:
Monday, May 31, 2010

Economics 31/05/2010: Anglo's latest cash call

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This just in - the Government has decided to give Anglo, yes, that very Anglo which is Ireland's real zombie bank with no prospect - eve...
Friday, April 30, 2010

Economics 30/04/2010: Minister Lenihan's statements in the Dail

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Some interesting points on Nama, coming out of Minister Lenihan's answers to Dail questions this Wednesday, April 28 (emphasis is mine)...
1 comment:
Friday, April 23, 2010

Economics 23/04/2010: Further details on Irish deficit numbers

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More detailed analysis from the Eurostat on reclassification of the Irish deficit is available now. The link to the document is here . Go in...
5 comments:
Wednesday, March 31, 2010

Economics 31/03/2010: An expensive joke called Nama

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I must confess, the last thing I expected in yesterday's quadruple whammy of one Ministerial speech, one Nama document release, a Centra...
6 comments:
Wednesday, November 4, 2009

Economics 04/11/2009: NAMA's first falls in the land of legal finance

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International Swaps and Derivatives Association (ISDA) has issued an interesting opinion on Nama worth a read. Here are the main points (min...
4 comments:
Friday, October 30, 2009

Economics 30/10/2009: Reliance or dependency

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Quick points on post-Nama recapitalisation, credit flows from ECB to Ireland and Frank Fahey encounter with an egg... I have done some sums ...
Thursday, October 15, 2009

Economics 15/10/2009: Exclusive - Oh, We All Make Mistakes

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Let me confess to you - we all make mistakes. DofF and myself and the rest of Nama analysts. Let me first outline the mistake we all made. L...
6 comments:
Wednesday, October 14, 2009

Economics 15/10/2009: NAMA Business Plan Falls Flat

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Updated 09:01 Note: Karl Whelan's post on Nama Business Plan is available here . So let us start with Nama Business Plan published tonig...
17 comments:
Friday, October 9, 2009

Economics 10/10/2009: How not to do policy on banks

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Corrected Two independent sources have confirmed to me the following developing story. This is being reported as my sources alleged, with th...
1 comment:
Tuesday, September 29, 2009

Economics 29/09/2009: Nama Trust Full Costs

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Full balance sheet for either a 'nationalization option' or my Nama Trust idea is here, now with bonds figures (courtesy of Peter Ma...
Monday, September 28, 2009

Economics 28/09/2009: Aggressive pre-Nama re-writing of loans?

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Corrected version (hat tips to Adrem for correcting my math and for suggesting a good question to follow up on) So I was told today, by a se...
3 comments:

Economics 28/09/2009: Anglo moving staff & loans to Nama

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Ahead of actual establishment of Nama, Anglo Irish Bank has internally been reallocating moving staff and loans to Nama - even before the de...
3 comments:
Saturday, September 12, 2009

Economics 12/09/2009: More NAMA lies exposed

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One interesting observation on Nama and a quick follow up to the developing story on ECB alleged unwillingness to deal with nationalized ban...
9 comments:
Friday, September 11, 2009

Economics 11/09/2009: Nama gets some deserved bashing

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Brilliant Nama analysis from DKM (available here ). Please, do read the whole thing! Few quotes and comments (emphases are my throughout): O...
4 comments:
Wednesday, September 9, 2009

Economics 09/09/2009: Has the Green Party Leadership Sold the Country for a Broom?

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Gutless and short of any sort of vision! The Green Party leadership (per RTE here ) has announced a series of "significant changes"...
7 comments: