Showing posts with label after Nama. Show all posts
Showing posts with label after Nama. Show all posts
Friday, August 27, 2010

Economics 27/8/10: The path & cost of banks bailouts

›
On the foot of today's comment in the Financial Times, here are few quick estimates as to the extent to which current policy on banks re...
7 comments:
Tuesday, July 20, 2010

Economics 20/7/10: Is Zombie Nama propping up Mummified Irish Banks?

›
As the independents – Brian Lucey, Karl Whelan, Peter Mathews and myself – have warned (actively denied by the Government and its backyard ‘...
2 comments:
Wednesday, July 7, 2010

Economics 7/7/10: Nama New Business Plan

›
Nama New Business Plan (NBP) was published and it took me some time to dust out my old models and run through the numbers. Let’s put it ...
9 comments:
Tuesday, May 25, 2010

Economics 25/05/2010: Looking at the Financial sector

›
As of now, both BofI and AIB are trading below 52-weeks lows. The financials are continuing to experience pressures. But a look back at the ...
3 comments:
Wednesday, May 12, 2010

Economics 13/05/2010: AIB's IMS blues

›
AIB released its Q1 2010 IMS statement: It will issue 198m shares to the Government in lieu of a €280m preference coupon it wil...
Wednesday, May 5, 2010

Economics 05/05/2010: Third Force's Burn-out Bench

›
The news stream is getting thicker and thicker with Irish financials and sovereign / fiscal debacles stories. Reuters is reporting (hat tip ...
2 comments:
Thursday, April 29, 2010

Economics 29/04/2010: House prices peak to peak cycle

›
Back in October last year I did an estimate, based on the IMF model, of the peak-to-peak duration of the current housing slump. Now's ti...
4 comments:
Monday, April 19, 2010

Economics 19/04/2010: INBS - Titanic hits the ocean floor...

›
INBS has reported a €2.49bn loss for FY 2009 on the loan book just under €11bn, with roughly €8.5bn of this attributable to development and ...
5 comments:
Wednesday, March 31, 2010

Economics 31/03/2010: Nama funding scheme - Maddoffian Risk Pyramid

›
The saga of Nama continues, folks. Ah, and no, I do not mean the dumping of €8.3 billion to the Anglo which miraculously declared losses of ...
7 comments:
Wednesday, March 17, 2010

Economics 17/03/2010: Nama Estimation Procedures

›
Yesterday I finally got a few minutes to read through the latest Government documentation on Nama - "Determination of Long-Term Economi...
3 comments:
Tuesday, March 2, 2010

Economics 02/03/2010: CBFSAI - in search of Art Consultants

›
As the country is grappling with the risk of banking sector collapse, lack of direction toward new regulatory environment for the financial ...
3 comments:
Tuesday, January 26, 2010

Economics 26/01/2010: S&P Note on Irish Banks

›
Standard & Poor's has finally thrown in the towel and after having to “periodically increase” their “credit loss assumptio...
Friday, January 15, 2010

Economics: 15/01/2010: Bank levies

›
Per FT report today, the US administration is likely to impose a levy on the banking sector to recover. Per President Obama, "every di...

Economics 15/01/2010: Negative equity & entrepreneurship

›
There is an interesting piece of research relating to the issue of negative equity that sheds some light on potentially disastrous effects o...
3 comments:
Thursday, January 7, 2010

Economics 07/01/2010: NTMA's end of year results

›
Here is an interesting one: NTMA published their End Year review. Per statement (page 3 top): “The National Pensions Reserve Fund Discretion...
2 comments: