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Not Replacing 1970’s Military Equipment

…largest weapon projects, the “portfolio” of 96 major programs with commitments for spending on revised acquisition “baselines” has grown to $1.6T, averaging a 19% increase since each program started, with…

Liquidity

…pleased with their current portfolio. This was not the case in 2008. Many firms were very eager to get the CDOs off their books and no one had a clue…

Financial Arson Watch

…Puzzanghera and almost don’t want to mention the fact that his last name is a portmanteau (portfolio ?) of the Italian words for stink and puddle. Via CalculatedRisk (of course)…

Geithner’s Baa Humbug to Jobs and Labor

…Broken” Some rather revealing statements by Tim Geithner to Daniel Gross’s questions: GROSS: There’s a perception that you regard your portfolio narrowly, as primarily focused on the health of Wall…