“Something has to happen for this product to be marketable. I just find the whole thing ironic that FHA is providing financing for...
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Some decidedly odd reading today, from (mostly) unusual sources: • The great false choice, stimulus or austerity (FT.com) • Themis...
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The 30 yr bond auction, the part of the curve one can define as the leap of faith maturity in my opinion, was mixed. The yield was a...
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> Bloomberg’s Chart of the Day shows the growth in federal payouts to state and local governments, also known as grants-in-aid,...
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There are two OpEds in today’s New York Times regarding the GSEs. One of them is full of insight and intelligence and rationality....
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Initial Jobless Claims totaled a disappointing 484k, 19k higher than expected and up from 482k last week. To smooth out the seasonal...
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Following the July 21st comment from Bernanke that “the economic outlook remains unusually uncertain,” John Chambers of CSCO...
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A few weeks ago, I mentioned we were 50% long, 50% cash (up from 100% cash in May), and were planning on selling into any rallies. Since...
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Here is last night’s CNBC appearance: Starting at the 4 minute mark Airtime: Wed. Aug. 11 2010 | 7:05:0 10 ET Discussing...
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