Entries from July 2009

Dollar, Markets, International: Mauldin on Europe, Rosenberg on Dollar, Ireland, Tim Road Trip, Fair Value

July 26th, 2009 · No Comments

  Thoughts from the Frontline Weekly Newsletter – Europe on the Brink – by John Mauldin – … Last week we looked at the precarious position of Japan … But Europe’s banks have been much more aggressive in funding emerging-market expansion than US or Japanese banks. [...]

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Tags: Mortgage Market

Good Federal Reserve story; news from PNC, 5th 3rd, GMAC, Wells; Huh, no more recession?

July 24th, 2009 · No Comments

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Since my son and I are soon driving south into Virginia and the Carolina’s on a trip, I have been paying attention to travel news. I see that Boeing unveiled its latest airplane, the 787 Dreamliner. Boeing says the Dreamliner is a lighter more durable airplane that will allow passengers to sit comfortably on the [...]

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Tags: Commentary · Mortgage Market · Rob Chrisman

Miscellany: Rebecca Wilder, Lacking Remorse, Rates to Soar?, Housing Crash not Over, Coppock on Rates, Ashla Bangalore, Reverse Mortgages, Is Goldman Evil?

July 24th, 2009 · 1 Comment

  wilder1  Rebecca Wilder: A review of house price indices – Posted by Prieur du Plessis – This post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. – I compare three competing monthly home price indices: the S&P Case Shiller [...]

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Tags: Mortgage Market

The Garrett, Watts Report (Friday July 24, 2009)

July 24th, 2009 · No Comments

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To Our Clients, Colleagues and Friends,  

We wrote last issue about the misuse of the word awful, and we got this in response:   “Tuna-melts on sour dough are great, or as some would say, bad.”  The misuse of the word bad is another example of the ruination of our language and the decline of Western Civilization.  [...]

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Tags: Commentary · Garrett Watts · Mortgage Market