The 1990′s Financial Crisis in Nordic Countries

September 30, 2008

Nordic Financial Crisis Presentation

September 29, 2008

David Kotok: “Fannie/Freddie and Global Markets” (CNBC, 9/8/08)

September 8, 2008

David Kotok: “Vladimir Putin, Teddy Roosevelt, the GIC & me on a Baltic Non-vacation”

August 24, 2008

We left the Baltic region Friday morning concerned for the security of the EU. We suspect the Russians have a trifurcated strategy: (1) They will use the energy card (electricity, oil and gas production, pipelines, and the power grid) to project their power on the EU and NATO member states. (2) They will use their [...]

Outlook for Energy Consumption in the Czech Republic in the Context of the Convergence Process

August 21, 2008

Emerging Energy Markets

August 21, 2008

David Kotok: “More Bank Failures Due” (CNBC, 8/18/08)

August 18, 2008

David Kotok: “Squawk Box / Leen’s Lodge” (CNBC, 8/1/08)

August 1, 2008

John Silvia – “Subprime Credit: The Evolution of a Market”

July 4, 2008

America’s latest credit cycle, subprime mortgage lending, is not, contrary to popular commentary, a unique experience.

Paul McCulley – “The Paradox of Deleveraging”

July 3, 2008

Conventional wisdom holds that when an economy faces a paradox of private thrift, it is appropriate for the sovereign to go the other way, borrowing money to spend directly or to cut taxes, taking up the aggregate demand slack.