Bank Earnings – The "V", "U" or "L" Recovery
17.06.2008
By: Satyajit Das
This article offers an in-depth analysis of what is going to happen to bank profits and balance sheets under various scenarios.
Voodoo Banking
09.06.2008
By: Satyajit Das
There are parallels between banks and athletes, whose performance enhancing drugs to boost their performance. This is the first of two articles, which looks what will happen to banks when the drugs are taken away.
What is to be done
26.05.2008
By: Satyajit Das
The authors a number of constructive proposals to solve the credit crisis - one is to replace mark-to-market with mark-to-maturity. In this article he explains in detail how this can be done, and why this works.
Nuclear De-Leveraging
12.05.2008
By: Satyajit Das
Equity markets believe the worst is over. Banks also seem to have convinced themselves that the worst is behind us. There is limited recognition of the massive de-leveraging of the global financial system that is under way.
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