Please click the link below to download the excel file.
CEC Portfolio… »
Archive for January, 2010
Signal History
Sunday, January 31st, 2010Sector Profile
Sunday, January 31st, 2010Click the link below to download the sector profile.
426 CDS… »
Ratio History
Sunday, January 31st, 2010Please click the link below to download the excel file.
Ratio… »
C.M.O. 1.28.2010
Friday, January 29th, 2010Credit Market Overview
January 29, 2010
After the kind of 1st day, 1st week most prognosticators would drool over with regard to the “January effect” the market has cooled its heels quite quickly and as of last nights close was down 5.71% since the 19th. The people who look at January as a whole will have… »
C.M.O. 1.28.2010
Thursday, January 28th, 2010Credit Market Overview
January 28, 2010
As strange as it may seem there might be some things to be learned from the age old conundrum regarding the chicken and the egg with regard to the housing market and mortgages.
From a historical perspective you bought or built a house when you had the money to do so. … »
C.M.O. 1.26.2010
Tuesday, January 26th, 2010Credit Market Overview
January 26, 2010
“It has become clear to us through this process that the only viable alternative to bankruptcy would be to transfer control and operation of the property, in an orderly manner, to the lenders and their representatives. We make this decision as we feel a battle over the property or a… »
C.M.O. 1.25.2010
Monday, January 25th, 2010Credit Market Overview
January 25, 2010
Even as we approach the biggest football game of the year the market seemed to have preferred baseball on Friday and took three strikes on its way to a 2.28% down day and a 5.08% slide after reaching a new post crash high of 1150.23 on the first trading day… »
C.M.O. 1.22.2010
Friday, January 22nd, 2010Credit Market Overview
January 22, 2010
Oscar Wilde’s quote that, “Life imitates art far more than art imitates life”, was proven to be true once again yesterday as the GOP victory in Massachusetts was countered by the administration with a promise to re-enact, in spirit at least, the Glass-Steagall act separating consumer and commercial banking from… »
C.M.O. 1.21.2010
Thursday, January 21st, 2010Credit Market Overview
January 21, 2010
All too often over the past two and a half years there have been days and even some weeks where the correlation across all of the sectors of the equity markets has pinned itself at 1.0. There have been slightly less, but still too many days when that correlation stretched… »
