Monday, May 18, 2009

Frontrunning: May 18

  • Pimco says stupidly cheap mortgage bonds still attractive [bridge... brooklyn....] (Bloomberg)
  • Evans-Pritchard: The US has all the power (Daily Telegraph) [no retraction yet]
  • Bankers to escape Obama pay caps as Wall Street eyes guidelines (Bloomberg)
  • Elliott seeks CDS payday in failing firms (Bloomberg)
  • Bunds bearing treasuries for the first time since 2005 (Bloomberg)
  • The destructive implications of the bailout - understanding equilibrium (Hussman Funds, hat tip Ubu)
  • Samuelson: Obama's risky deficit spending (RCM)
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