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Showing posts from February 24, 2008

The Coming PMI Mortgage Debacle II

03/03/08 Market Influence & History

Market Observations 02/29/08

Market Soapbox Week Ending 02/29/08

The Coming PMI Mortgage Debacle

Personal Income & Spending; Chicago NAPM PMI; Reuters University of Michigan Consumer Sentiment

Of Inventory & Incarceration

Of Inventory & Incarceration

Ambac Bailout & Small Bank Downgrades: Too Many Snags

Market Rally is Really A Trap

Market Soapbox 02/28/08

Commodities High; Dollar Low; Alt-A Decline; Mortgage Insurance Defaults Rise;Dell; AIG

Freddie Mac Posts Record Loss

Sears & Kmart; RBS & ABN Amro; Sprint & Nextel

Dell; AIG; Bayer

A GAAP in our Fannies Value

Initial Jobless Claims & Q4 GDP

Market Soapbox 02/27/08

California January Foreclosures Up 120% YOY

Fannie Mae Losing Her Ass; Freddie Mac Next

Intel Reforecast Down; Nortel Tanks; Microsoft's Record Fine

Bennie & The Feds House Finance Speech

Durable Orders; New Home Sales; Dollar Store; Toll Brothers

Market Soapbox 02/26/08

VIE Conduits On the Verge

No Equity and No Pension; PBGC Debacle to Come

Consumer Confidence & PPI

Consumer Confidence & PPI

Autozone; Macy's; Target; Domino's; Office Depot; Radio Shack; Nordstrom; IBM

Home Depot, 27% decline; S&P Schiller Housing Price Index - 20 year low

Muni Bond Auction Market Collapse Spurs Congress

Fed Double Talk Spurs Markets

Market Soapbox 02/25/08

Fannie Downgraded; Another Debacle: The CDS Credit Default Swap Market

Lowes and Existing Home Sales Take The Plunge