2-30 update: Some More Treasury Charts – Posted by Tyler Durden – The 2s30s UST chart is back to November steep levels. Somewhere Kudlow is cackling giddily. – Zero Hedge

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California Statewide Median Home Price in March Shows First Monthly Increase Since August 2007 – Mark Perry – Carpe Diem [...]

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MORGAN VERSUS GOLDMAN: A HARE & TORTOISE RACE – MARK DeCAMBRE – … And in this case it’s not just bragging rights on the line, as two banking powerhouses, Goldman Sachs’ Lloyd Blankfein and Morgan Stanley’s head honcho John Mack run a legendary race that will determine who comes out on top in Wall [...]

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How Toxic are the Worst of the Mortgages? – by: Chris Palmeri – … Here are some more of his results: Of the 3.7 million home loans made in 2004, less than 1 percent have since resulted in a lender filing a default notice. Of the 3.7 million loans originated in 2005, 4.9 percent [...]

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Rising Yields Fight the Fed – Ashraf Laidi – … With the US Treasury estimated to borrow about $3 for each $1 purchased by the Federal Reserve this year in long term paper and agency mortgage securities, supply will continue overwhelming demand, and so will the upward impact on bond yields …

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Rupert Murdoch [...]

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