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Showing posts from March 23, 2008

Market Observations 03/28/08

Market Soapbox Week Ending 03/28/07

Making The KoolAid

Consumer Confidence Mich. & Feb Personal Spending

Serving The KoolAid

Don't Drink The KoolAid

Market Soapbox 03/27/08

TSFL Auction - Tepid Response

Final Q4 GDP & Initial Claims

Rate Cuts Beget Lower Libor, But Little Cure

TBTF: Too Big To Fail

Large Bearish Bets Weigh Down Lehman Bros

Half the Homes for Sale... Are Empty

Financial Downgrades; Google; Oracle

Lennar; 4th Straight Loss

Market Soapbox 03/26/08

Fed, Congress & Banks Create New Moral Hazard

Deutsche Bank: Cuts Won't Help

More Pots Call Kettles Black

Wickes; Levitz; Bombay Co.; Lillian Vernon; Sharper Image; Powermate; Sun Capital BK's

Feb 08 Durable Orders & New Home Sales

Horses Call Each Other Nags

Libor; Consumer Confidence; S&P Schiller Index

Market Soapbox 03/25/08

Market Soapbox 03/24/08

FHLB Raises Agency MBS Limits; Existing Home Sales