Posted in Charts of the Week, Conference Calls Archive, Samples

Open Conference Call Presentation/Charts of the Week
Topics Covered This Week Include:

  • QE 1A
  • The Federal Reserve’s Holdings Of Government Securities
  • Big Owners Of Government Securities
  • Should We Worry About Deflation?
  • Owners’ Equivalent Rent: An Update
  • Economic Indicators That Lead vs. Coincident
  • ECRI – Slowdown or Double Dip?
  • Economic Indicators That Lead
  • Do Stocks Predict Recessions?
  • Explaining Company Guidance
  • Does Company Guidance LEAD The Economy?
  • Does Company Guidance LEAD The Stock Market?
    Posted in Charts of the Week, Conference Calls Archive, Samples

    Open Conference Call Presentation/Charts of the Week
    Topics Covered This Week Include:

    • Almost $1Trillion In Losses
    • Banks Are Lending!
    • Measuring Credit Creation
    • Measuring The Size of Securitization – 1
    • Measuring The Size of Securitization -2
    • The Credit Crisis: The Largest Outlay In American History
    • The Federal Reserve
    • It Is All The Same Trade
    • The Stock Market Decline Now Rivals The 1930s
    • Credit Spreads Are At Their Worst Levels
    • Muni Spreads – Still At Panic Levels
    • Agency Spreads And Foreign Buying
    • Mortgage Rates And Spreads
    • Medicated Market – Commercial Paper
    • Medicated Market – LIBOR And The TED Spread
    Posted in Charts of the Week, Conference Calls Archive, Samples

    Open Conference Call Presentation/Charts of the Week
    Topics Covered This Week Include:

    • Summary/Conclusion – The Beginning Of The End
    • The Credit Crisis: The Largest Outlay In American History
    • Almost $1 Trillion In Losses
    • Three Months To Remember
    • The Federal Reserves Exploding Balance Sheet
    • The Federal Reserves Exploding Discount Window
    • The Economy Stopped In October
    • It Is All The Same Trade
    • ABX/CMBX Get “TARPed”
    • Medicated Market – LIBOR And The TED Spread
    • Medicated Market – Commercial Paper
    • Repo Still Not Healthy
    • Agency Spreads – All About The Chinese
    • Mortgage Spreads – Not Getting Worse
    • Muni Spreads – Still At Panic Levels
    • Credit Spreads Are At Their Worst Levels
    • Stock Market Decline Now Rivals 2000 to 2002
    Posted in Conference Calls Archive, Samples

    Open Outlook For Interest Rates The Yield Curve, Fed Policy And Credit Spreads
    General Presentation Package.

    Posted in Conference Calls Archive, Samples

    Open November 2004 Presentation Package
    Presentation package used in a conference call on November 18, 2004.

    Posted in Conference Calls Archive, Samples

    Open February 2004 Presentation Package
    Presentation package used in a conference call on February 12, 2004.

    Posted in Conference Calls Archive, Samples

    Open March 2003 Presentation Package
    Presentation package used in a conference call on March 19, 2003.

    Posted in Conference Calls Archive, Samples

    Open October 2002 Presentation Package
    Presentation package used in San Francisco on October 2, 2002.