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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May 2, 2011 Monthly Update
About the only certainty in the stock market is that, over the long haul, over performance turns into under performance and vice versa. Is there a pattern to this movement? Let's apply some simple regression analysis (se...
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The Treasury calendar for next week will be light with only bills offered. New supply will total an estimated $8 billion if the 4 week bill is the same size as last week. This would be a $5 billion overshoot of the TBAC estimate presented just 4 weeks ago. That along with the need...
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The is now increasing evidence that an overshoot is developing in housing, with the main thrust coming in higher end prime mortgages. In February the Government came up with programs to spend $75 billion on incentives for mortgage servicing companies that reduce payments for troubled homeowners. The Treasury Department said the program will...
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The is now increasing evidence that an overshoot is developing in housing, with the main thrust coming in higher end prime mortgages. In February the Government came up with programs to spend $75 billion on incentives for mortgage servicing companies that reduce payments for troubled homeowners. The Treasury Department said the program will...
Read More »
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