Please click the link below to download the excel file.
CEC Portfolio… »
Archive for March, 2010
Signal History
Wednesday, March 31st, 2010Sector Profile
Wednesday, March 31st, 2010Click the link below to download the sector profile.
426 CDS… »
Ratio History
Wednesday, March 31st, 2010Please click the link below to download the excel file.
Ratio… »
C.M.O. 3.31.2010
Wednesday, March 31st, 2010Credit Market Overview
March 31, 2010
One man’s garbage is another man’s gold. I’m not sure if that’s exactly how that saying goes but with the number of shows on the tube these days devoted to finding value in the attic or someone else’s garage, barn or woodshed; the phrase captures the essence.
This same theme seems to… »
C.M.O. 3.30.2010
Tuesday, March 30th, 2010Credit Market Overview
March 30, 2010
The economic credit tsunami that the world is still drying itself off from was a product of bad mortgage debt. For a quick indication of just how the dehydration process is going we need only to look at some recent numbers from the Office of the Comptroller of the Currency: A… »
C.M.O. 3.29.2010
Monday, March 29th, 2010Credit Market Overview
March 29, 2010
Maybe it was the resignation of Karthik Ramanathan or maybe it was Douglas Elmendorf’s proclamation? Wait, you mean to say you’ve never heard of Karth or Doug before? Well, since it’s a short week I’m going to help you out just this once.
Mr. Ramanathan, had run the Treasury’s office of debt… »
Ratio History
Sunday, March 28th, 2010Please click the link below to download the excel file.
Ratio… »
