Reggie Middleton

Contributor since: 26 Feb 2010

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• What Country is Next in the Coming Pan-European Sovereign Debt Crisis?

  Published 10 February 2010 | viewed 4,467 times

  UPDATED - It is beyond a hallucinogenic-induced pipe dream to even consider that the Eurozone will come out of this attempt at replicating the US…

• The Coming Pan-European Soverign Debt Crisis

  Published 09 February 2010 | viewed 3,603 times

  Banks are the epicenter of the economic crises that face the developed and emerging nations over the last few years. Many appear to have allowed…

• Bloomberg on Unemployment and the Potential for a Big (not so) Surprise

  Published 05 February 2010 | viewed 2,967 times

  Bloomberg has an excellent interactive analysis on the potential for a near one million count revision upwards of the unemployment numbers. This combined with the…

• Note to CNBC Commentators

  Published 04 February 2010 | viewed 4,403 times

  One of the regular reporters on CNBC was comparing Greece to the subprime "crisis" of 2007, in that "investors" (I am sure that term is…

• Can China Control the "Side-Effects" of its Stimulus-Led Growth? Lets Look at the Facts

  Published 04 February 2010 | viewed 2,339 times

  I have another paper available for download outlining my China short thesis available for subscribers here: China Macro Discussion 2-4-10 2010-02-04 13:10:26 922.25 Kb. In…

• Senator Corker Should Brush Up On His Bank Failure History Before Challenging Others in a Hearing

  Published 03 February 2010 | viewed 3,789 times

  Senator Corker challenged Mr. Volcker's stance in today's congressional hearings on the Volker Rule by saying that no financial holding company that had a commercial…

• The Volcker Rule Has Merit

  Published 02 February 2010 | viewed 2,767 times

  Volcker is correct in that banks conflicts of interests need to be stemmed. One would not have to worry about over regulation if one does…

• Reggie Middleton vs Goldman Sachs, Round 2

  Published 01 February 2010 | viewed 2,562 times

  Before I get started, I want all to realize that this is not Goldman bashing piece. I think it is a [relatively] well run company,…

• The Wells Fargo 4th Quarter Review is Available, and Its a Doozy!

  Published 28 January 2010 | viewed 3,775 times

  I have decided to release a significant amount of opinion on Wells to the public, and have created an extended version of the report for…

• The Spanish Inquisition is About to Begin ...

  Published 27 January 2010 | viewed 5,977 times

  Now, it is time to see if fundamentals return to the market. From Bloomberg: BBVA Fourth-Quarter Profit Plunges 94% to $44 Million on Asset Writedowns…

• So, What Does This Obama Stuff Mean for the Banks???

  Published 22 January 2010 | viewed 3,279 times

  Well, it looks like Blankein, Dimon, et. al. really should have tried harder to make that meeting with the President a couple of weeks ago.…

• NO, the Banks Have Not Paid Back Their Bailout from the Government

  Published 21 January 2010 | viewed 3,933 times

  I was not going to bother to comment further, but after hearing pundit after pundit attack Obama for the bank levy and Glass Steagal 'lite',…

• China's Most Expensive Export: Price Inflation

  Published 19 January 2010 | viewed 2,671 times

  As you recall, my take on the deflation vs inflation debate is much less crystal ball-ish than many other pundits on the web. I never…

• A Fundamantal Investor's Peek into the Alt-A Market

  Published 14 January 2010 | viewed 3,519 times

  Here are some very interesting facts on the latest trend in Alt-a mortgages that have been in the news as of late. The following charts…

• Banking Hell, Tuesday, January 12, 2010

  Published 12 January 2010 | viewed 3,926 times

  As I have stated throughout all of last year, the macro, fundamental and political headwinds facing banks make them good shorts and risky investments. They…

• Methinks It May Be Time for Mr. Geithner to Go

  Published 07 January 2010 | viewed 4,065 times

  It's going to be pretty hard extracting your metatarsus from your anus this time around. I mean, everyone makes mistakes with taxes, but the multi-billion…

• He Who Bloweth the Bubble With Wet Lips ...

  Published 07 January 2010 | viewed 3,379 times

  ... Should Stand Back Lest Spittle and Saliva Spray Upon Ye Face Just the other day I stated "Why does everyone confuse a bubble with…

• Wall Street is Back to Paying Big Bonuses. Are You Sharing in this New Found Prosperity?

  Published 30 December 2009 | viewed 2,687 times

  As a followup to "Doesn't Morgan Stanley Read My Blog?", I would like to focus on the private investment fund structures of the big banks…

• It Was Bound to Happen. Reggie Middleton vs Ackman vs Hovde on GGP!

  Published 27 December 2009 | viewed 3,612 times

  I am here to weigh in on the increasingly popular marketing battle over GGP's (General Growth Properties) value in, and out of bankruptcy. The players…

• Residential Lending Credit Losses Worsen as Unstainable Government Support Proves... Unsustainable

  Published 21 December 2009 | viewed 8,471 times

  As many people focus on commercial real estate exposure, they forget that we are only about halfway or so through the residential crash. The $8k…