On Taking Stock with Pimm Fox Looking Under the Hood of J.P. Morgan in its Week of Embarrassment

Daniel Alpert May 13th, 2012 640No comments yet ›http%3A%2F%2Fwww.economonitor.com%2Fdanalperts2cents%2F2012%2F05%2F13%2Fon-taking-stock-with-pimm-fox-looking-under-the-hood-of-j-p-morgan-in-its-week-of-embarrassment%2FOn+Taking+Stock+with+Pimm+Fox+Looking+Under+the+Hood+of+J.P.+Morgan+in+its+Week+of+Embarrassment2012-05-13+21%3A33%3A58Daniel+Alperthttp%3A%2F%2Fwww.economonitor.com%2Fdanalperts2cents%2F%3Fp%3D640

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Earth to Paul Krugman

Daniel Alpert April 25th, 2012

This past Sunday, Paul Krugman penned a screed in the New York Times Magazine (entitled, somewhat unflatteringly in my opinion, “Earth to Ben Bernanke”) that expanded on the content of an ongoing debate in the economics blogosphere over the contents of the mind of Federal Reserve Board Chairman Ben Bernanke. Professor Krugman has posited for months [...]

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Alpert, Noreen, Luschini on Economy, Debt, Deficit

Daniel Alpert March 26th, 2012

I come in at [4:18]   March 22 (Bloomberg) — Cliff Noreen, president of Babson Capital Management LLC, Dan Alpert, managing partner at Westwood Capital LLC, and Mark Luschini, chief investment strategist at Janney Montgomery Scott LLC, talk about the U.S. economy and corporate profits, the credit market and student debt, and the political debate [...]

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Consumer Credit Growing at Highest Rate in Past Decade: Unhealthy and Unsustainable?

Daniel Alpert March 22nd, 2012

Alright, got your attention. But the headline above is not offered merely by way of titillation, as a former partner of mine would say—it has the added advantage of being true. As many of you who frequent this space already know, I have been tracking the rates of change in the 3 month moving averages of U.S. [...]

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Talking to Reuters About U.S. Existing Home Sales and the Non-Recovery in the Housing Market

Daniel Alpert March 21st, 2012

Reuters Insider — Click for Video  

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Deconstructing the Federal Reserve’s 2012 Comprehensive Capital Analysis and Review: What Does the CCAR Really Tell Us About the Big 4 Commercial Banks?

Daniel Alpert March 15th, 2012

The following was published by my firm, Westwood Capital, LLC, as a research report this morning and is subject to the disclaimers set forth below. A convenient copyable data table can also be found at the end of this post. It has been just over 36 hours since the release of the 2012 CCAR (the “stress [...]

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On the Volcker Rule – Last Word (for now)

Daniel Alpert February 14th, 2012

With tonight’s deadline for comments on the Dodd-Frank Volcker Rule – and especially the  submission of comments by the originator of the eponymous regulation – I thought I might get in my final thoughts. Of course, they are hardly final inasmuch as this debate will be with us for a good long while. To my way [...]

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The End – The Greek Verdict According to Tom and Jerry

Daniel Alpert February 11th, 2012

The youngest of my four children was watching television this morning and – out of the corner of my eye while writing and reading very serious material of course – I took note of the below.  It just had to be captured for posterity:

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Reality Show Redux

Daniel Alpert February 10th, 2012

Just a short note before the weekend. For those who may have perused my earlier post entitled “The New Reality Show: Real Economists of the Ivory Tower,” today saw the airing of the most recent episode of this ongoing saga. Businessweek took the time to produce a rather amusing graphic regarding the various feuds between [...]

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Alpert Fox Business Video – Can Obama’s Refinance Plan Help Housing Market?

Daniel Alpert February 9th, 2012

 Watch the latest video at video.foxbusiness.com Fox Business — Feb. 8, 2012 – Westwood Capital Managing Partner Dan Alpert on whether the President’s FHA refinance plan can pass Congress and if it can help boost the housing sector.

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