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Presenting The Lehman Bankruptcy Examiner Report

We present the first two volumes (out of 9) of the massive 2,200 page compendium that represents the just declassified examiner's report in the Lehman bankruptcy case.

Guest Post: Stocks Up…. So Is Risk Aversion

Submitted by Credit Trader Stocks Up BUT Risk Aversion Up S&P Futures managed to test the Jan 11th highs but risk aversion in credit remains significantly shifted since then which we find intriguing. VIX is slightly higher than at 1/11, 10Y TSY 10bps lower in yield with a notable duration extension into the 5-7Y region of the curve and away from 2Y and 30Y, DXY is up 4.5% but oil is a smidge lower while Gold is -$44. All of these changes as equities reach 2010 highs once again

AIG Goes Suborbital

The ravenous algo has just sniffed out AIG.

Daily Highlights: 3.8.10

Asian share markets were higher Monday with the Nikkei up 1.4% as exporters gained. China pledged to keep prices stable this year, to rein in lending and manage consequences.

Philly Fed’s Plosser Speaks: Too Big To Fail Must End

Charles Plosser speaks before the Global Interdependence Center.

Frontrunning: February 26

Is The Federal Reserve Buying Greek Bonds?

With Geoffrey Batt With everyone's attention drawn to each and every step the IMF takes, while contemplating the imminent Greek bailout, which without exception and with the grace of a drunk 3-ton bull in a China store, leaves nothing but annihilation and currency boards in its wake, is the popular opinion once again getting the Houdini treatment courtesy of the mainstream media? One thing learned over the past year is that everything is a distraction for something else, and that something else, quite usually without failure, ends up being the Marriner Eccles building on Constitution Avenue in D.C

Titlos SPV – Back In The Spotlight

You read about it here a week ago , not to mention here . Now read about it (almost verbatim) in the Wall Street Journal .

Mapping Credit Performance WTD and MTD (CDS)

Presenting a heatmapped performance update of the key issues in the North American CDS universe.

And Who or What the Hell is Titlos PLC Anyhow?

As Zero Hedge readers are no doubt aware, we have spent a great deal of time exploring the many complex and creative structures employed by financial institutions to avoid (not evade, mind you) regulatory burdens.