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March 31, 2008
The Latest On The Credit Crisis Audio Link of Conference Call A transcript of the March 20, 2008 conference call.
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Was FASB 157 Rescinded After The Close Friday?
March 31, 2008
Comment The long-used FASB acronym (Financial Accounting Standards Board) is referred to as SFAS in this letter (Statement on Financial Accounting Standards). The Securities and Exchange Commission – Sample Letter Sent to Public Companies on...
Every Bailout Has Failed!
March 31, 2008
The Financial Times – Goldman reclaims most of $2bn rescue funds Goldman Sachs has reclaimed 90 per cent of the $2bn it used to bail out one of its troubled hedge funds last summer as the investment bank moved to shrink the fund and avoid...
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March 20, 2008
How Big Are Commodity Index Funds? At over $336 billion in long index positions as of March 11, 2008, index trading accounts for almost 70% of all the money in the commodities market as measured by the CRB. These numbers are even more impressive...
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March 14, 2008
Inflation Watch Update The attached tables update inflation rates through February 2008. In this month’s update, we also point out that 10-year Treasury yields are lower than annualized CPI for the first time since 1980.
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March 3, 2008
What Is Taylor-Rule Neutrality For The Federal Funds Rate? Where should a neutral federal funds rate be? The Taylor Rule offers an objective standard to answer this question.
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February 29, 2008
Mutual Fund Flows Update Tables updated through January 31, 2008 with data released February 28, 2008. Comments on Stock Funds, Bond Funds and Hybrid Funds, and the public’s break-even level. While domestic stock mutual funds had their largest...
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February 28, 2008
Update On Canadian Markets The Canadian dollar is positioned to challenge its November 2007 high barring a reversal of American monetary policy.
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February 27, 2008
Charts of the Week Topics Covered This Week Include: What Indicators Will Tell Us When The Bear Market Ends?- 1 What Indicators Will Tell Us When The Bear Market Ends?- 2 Stocks Continue To Diverge From Credit Housing Prices Are Not Bottoming Comparative Assessment Of The March 18th FOMC Meeting Is CMBX The New ABX?… Continue reading Untitled
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February 21, 2008
Credit, Monolines And Auditors: Updating The Credit Crisis Audio Link of Conference Call February Conference Call Presentation Package.
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February 8, 2008
Municipal Bonds Remain Under Pressure The municipal bond market remains in disarray with continued negative fundamentals.
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February 4, 2008
Steeper Yield Curve’s Industry Group Effect On U.S. Equities The net effect of a steeper yield curve on U.S. equities is strongly positive, with the greatest benefits in the consumer sectors.