I’m struggling to find a different way to say the same thing again… Ah, the hell with it. The 10-12 month cycle projection is...
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Liquidity is the key as corporations have been net buyers below SP 1150-1200 and net seller above SP 1250. US public has been net sellers for the past 2+ years so most of the support has been corporate. This is also a scam as corporations have been ...
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It seems that layoffs are happening almost daily:
http://www.bloomberg.com/news/2011-12-06/citigroup-to-cut-4-500-jobs-on-slumping-
revenue-take-400-million-charge.html?cmpid=yhoo
One can argue that most if not all financial related jobs are of very ...
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The Fed plans to stop buying Treasuries at the end of June. Who will buy the $120 billion a month in new issuance after that? That’s just one of the issues that The Wall Street Examiner’s Lee Adler, Russ Winter of Winter Watch, and Aaron Krowne of the Mortgage Lender Implode-o-meter, try to answer...
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Cash buildup 'outrageous,' S&P says
http://community.nasdaq.com/news/2010-09/cash-buildup-outrageous-sp-says.aspx?
storyid=36178
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At the end of the second quarter, cash represented a record 12 percent of the market cap of all the non-financials in...
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Housing refinancing is way down, but an increasing amount of what does occur are paydowns. This is when mortgages balances that have higher interest rate balances are reduced and at the lower rate, and zero return cash reserves are used to do it. Thi...
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Mutual fund cash level data is out and they have worked through a bit more of their cash reserves, bringing the number down to 4.6%. From AMG: flows into equity funds jumped to $5.1 billion from the previous week of about 193 million.
Interestingly very little margin fresh margin borrowing has been used in...
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