Credit Market Overview
June 1, 2010
With the VIX closing at 40.10 on May 21st and correlation across almost every single asset class locked at 1.0 it would appear that investors are battening down the hatches early for what the National Oceanic and Atmospheric Administration (NOAA) says could be the busiest hurricane season since 2005. The federal… »
Archive for May, 2010
C.M.O. 6.1.2010
Monday, May 31st, 2010Ratio History
Monday, May 31st, 2010Please click the link below to download the excel file.
Ratio… »
C.M.O. 5.24.2010
Sunday, May 23rd, 2010Credit Market Overview
May 24, 2010
It can be debated whether the Keynesian school of economics is the right or wrong way of managing a nation’s finances but one thing John Maynard said has remained true since the words were uttered. “Markets can remain irrational longer than you can remain solvent”.
With this in mind and in light… »
Ratio History
Friday, May 7th, 2010Please click the link below to download the excel file.
Ratio… »
C.M.O. 5.7.2010
Friday, May 7th, 2010Credit Market Overview
May 7, 2010
After a recent bout of severe headaches and upon the urgent urging of friends and family I have undergone a series of MRI’s, CAT Scans, EKG’s and whatever other test they could throw at me. The results show that the skeptisus and cynicis areas of my brain are enlarged.
For those not… »
Ratio History
Thursday, May 6th, 2010Please click the link below to download the excel file.
Ratio… »