C&I loans/decoupling
In the context of the debate of whether banks are lending or not to businesses and/or is the demand for loans still falling,...
Relationship between the 2/10 & SPX
> A Portfolio Manager in Chile urges: Take a look at the 2-10 slope on the treasury curve plotted along with the SP500. The negative...
Busted Banks Rebuff Regulation
Front page of the NY Times goes over the shameful behavior of banks — one of the primary causes of the entire crisis — using...
Cisco, Travelers into the Dow
As I expected back in 2007, GM is out of the Dow, being replaced by internet powerhouse Cisco (CSCO): Let’s start a pool: At what point...
Income and Spending
April Personal Income rose .5%, much better than expectations of a drop of .2% while Spending fell .1%, .1% better than forecasts. The...
The Briefing (bad fiction)
Paul Brodsky & Lee Quaintance run QB Partners, a private macro-oriented investment fund based in New York. ~~~ QB ASSET MANAGEMENT...
China is still the boss
China is once again proving that it’s the most important country in the world right now both in terms of its own growth as the 3rd...
GM to File Bankruptcy, Chrysler to Exit
Apparently, there is some strange U.S. rule that that allows only one major auto manufacturer to be in bankruptcy at any given time. We...
The King Report: SPX Manipulation ?
> > Trading sources allege that JP Morgan bought 2500 SPMs near the close on Friday. >