Source: ESignal
Wednesday, February 24, 2010
Mid Week News 24 Feb
- Goldman says it did "nothing inappropriate" in Greek Swaps. (Bloomberg)
- CMBS Delinquency Rate not likely to peak until 2011. (Seeking Alpha)
- Desperate FDIC begs Americans to open savings accounts. (ZeroHedge)
- Marc Faber sees stocks lower on year, no major downside risk however. (Bloomberg)
- Market's Historical Response to Discount Rate changes. (ZeroHedge)
- Secret AIG document shows Goldman minted most toxic CDOs. (Bloomberg)
- Record Direct Bidder Share in 5 yr treasury auction- The continuation of the no confidence vote of the broad market on US fiscal/monetary policy. (ZeroHedge)
Commodities 2010
- 2010 Preview (Seeking Alpha)
- Energy Investing 2010 (Seeking Alpha)
- Contango and its effect on Commodity ETFs (Seeking Alpha)
- Oil ETFs and their cost (Seeking Alpha)
- Backwardation and its potential effect on UNG (Seeking Alpha)
Monday, February 22, 2010
Friday, February 19, 2010
Weekend News 21 Feb
- Weekly Review (IOAMT)
- Indicator Update- Feb 21 (Trader Feed)
- The Quants: Wall St. Alchemists- Must See TV! (Zerohedge)
- Foreclosures in U.S. set record. (Bloomberg)
- Art of Distraction- This week's hawkish gum flapping by Bernanke to lure buyers to next week's round of money printing via the US Treasury Auctions. (Zerohedge)
- Dollar's 6th weekly gain v Euro- The Dollar Carry Trade unwind continues. (Bloomberg)
- 11 Natural Gas Rigs added to National Count (Seeking Alpha)
Thursday, February 18, 2010
Tuesday, February 16, 2010
Mid Week News 18 Feb
- Japan becomes largest holder of US Debt- China sells $34.2 Billion in Treasuries- Dollar Bears Unite! (Zerohedge)
- Goldman Sachs & Greece fail to disclose Greek liabilities in currency swap transactions- "They were legal then" they say. (Bloomberg)
- Goldman dusts off their most benign, panglossian permabull propagandist, Abbey Cohen, in SP 1250-1300 "fair value" forecast- Fair Value 1300?? Really??? (Bloomberg)
- Baker Hughes Natural Gas Rig Count Data (Seeking Alpha)
- Soros double speak describes gold market as "ultimate asset bubble" in Davos while doubling his position (Seeking Alpha)
- Morgan Stanley: "Sell the Rally"- Outlook on sovereign debt market effects et. al (Seeking Alpha)
Monday, February 15, 2010
Saturday, February 13, 2010
Thursday, February 11, 2010
Weekend News 13 Feb
- US Foreclosure Filings top 300,000 for the 11th Month, Modifications Fail (Bloomberg)
- CME increases margins across all classes (Zerohedge)
- Sovereign Default Truth (Zerohedge)
- ISM Commodity Survey showing increasing inflation pressure (Seeking Alpha/Bespoke)
- China Economy will slow in short term says Marc Faber (Bloomberg)
- Bernanke's Latest Testimony- interest rate on reserves could supplant Fed Funds Rate (Zerohedge)
- Sovereign Debt Crises according to Niall Ferguson and Marc Faber (Zerohedge)
- China raises reserve requirements for 2nd time in one month (Bloomberg)
Mid Week News 11 Feb
- Bernanke says Discount Rate may rise before long- Now that he's re-inflated the equity bubble with cheap money, it's time to take that money away. (Bloomberg)
- China Investment Corporation's (CIC) Oil and Gold Exposure (Bloomberg)
- Hank Paulson's latest P.R. Campaign "Bush was like a mother to me"- Huh?? (Zerohedge)
- Deutsche Bank/UniCredit pull out of Greek Repo Market (Zerohedge)
Thursday, February 4, 2010
Wednesday, February 3, 2010
Mid Week News 03 Feb
- The Fed's new policy tools (Seeking Alpha)
- Grains: 2010 Outlook (Seeking Alpha)
- Goldman's Non Farm Payroll Outlook (ZeroHedge)
Tuesday, February 2, 2010
Monday, February 1, 2010
News 01 Feb
- Banks not lending (MarketWatch)
- Growing Bubble in Commercial Real Estate- Huh? What?? (ZeroHedge)
- The next 5 steps in the 13 step Housing Market Hitting Bottom Program (ZeroHedge)
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