30 yr auction poor
The 30 yr bond auction was poor. The yield was almost 5 bps above the when issued and the bid to cover of 2.40 was below the 12 month avg...
10 Thursday PM Reads
My afternoon train reading: • Good news, and bad, from insiders (Market Watch) • A Conspiracy of Hogs: The McRib as Arbitrage (The...
Social by Design: Design Thinking & Business
Social by Design: Design Thinking & Business View more presentations from David Armano
29% of Mortgages Are Underwater
MSNBC – Nearly 29% of mortgaged homes underwater A whopping 28.6 percent of homeowners with mortgages owe more on their loans than...
S&P on France
From S&P on France correcting that they’ve changed their rating on France. “As a result of a technical error, a message was...
Is Italy Too Big To Bailout?
As the crisis unfolds in Rome, bankers and investors all over the world are weighing up whether to continue lending to Italy. If they...
Supercommittee Impact On Your Stock Investments
Very interesting observations from Robert Dugger of Hanover Investment Group: They looked at the Federal budget, sector by sector, to see...
QOTD: Chasing Performance
Jeremy DeGroot discusses a very common malady to which all too many investors succumb: Performance Chasing: “We like to find...
Our Supercycle Oscillator Updated
The following charts show that as long as a third and final Supercycle Bear Market is developing, as we’ve repeatedly forewarned,...
10 Thursday AM Reads
Good to be back at my desk. Here are the items that caught my eye this morning: • S&P 500 Fails Second Time to Stay Above 200-Day...