Heady stuff from across the pond: FT looks at the "convexity grab" earlier this week when the 10 year crossed (albeit briefly)...
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Prior to July 2003, mortgage refinancing activity seemed to track movements in interest rates fairly closely. Since then, however,...
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"The sheer scale of consumer debt has made millions of households extremely vulnerable to shocks in the economy, both from fiscal...
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More on the J.E.C. testimony day yield curve conundrum: Dan Gross points to a terrific Smart Money article all about the yield...
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Greenie agrees that there is no Housing Bubble (which makes me nervous). Interesting observation from reader Rita: "Being a baby...
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> "These are the good ol’ days. These are the best of times. After this, it gets worse." -Congressional Budget Office...
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The Penobscot Princess (having bolted Bear Stearns, but still running in stealth mode) graces us once again with her elegant prose:...
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Several emailers have asked if this week’s Apprenticed Investor column was in response to the March 29th Bear call. The short...
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The latest "Apprentice Investor" column is up at TheStreet.com. Its called The Folly of Forecasting. This column warns...
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Make no doubt about it — thats precisely what Alan Greenspan said about the "puzzling decline" in long-term rates. In the...
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