Posts Tagged ‘ Chart Presentation ’

TBAC Meeting Minutes Released

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February 1, 2012

This is always interesting reading. I haven’t read it yet, and post it here for your amusement. I’ll include my comments in the next Professional Edition Treasury update tomorrow evening. Minutes of the Meeting of the Treasury Borrowing Advisory Committee the Securities Industry and Financial Markets Association January 31, 2012 The Committee convened in...
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Russ Winter’s Actionable- The Nature Of One Trick Ponies

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March 12, 2010

Christopher Thornberg has a chart presentation out and I have picked over some items for observation. One talking point of the bullish story is increasing exports.   However, when one looks under the hood, and asks to whom, the answer is another one trick pony, China (second chart, YoY) .   China, in turn has imported...
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