Entries from April 2010

Is it all over for the Euro? – Chart Video by Adam Hewison

April 29th, 2010 · No Comments

  Things have been bad in Europe recently. Between the travel restrictions due to the volcano and ash, as well as Greece not wanting to conform to strict fiscal policies, problems are adding up and adding weight onto the euro. It is interesting to note that in the beginning [...]

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Tags: Mortgage Market

Greek ramifications; Ginnie issuance; News from Fannie, Chase, BofA; What is a passthrough rate in simple terms?

April 29th, 2010 · No Comments

greek-ramifications-ginnie-issuance-news-from-fannie-chase-bofa-what-is-a-passthrough-rate-in-simple-terms

 

 

The chatter about Goldman Sachs executives appearing before the Senate a few days ago continues. There was one embarrassing moment: when the CEO of Goldman Sachs was going through security, he was asked to empty his pockets and five Republican senators fell out.

A famous Viking explorer returned home from a voyage and found his name [...]

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Tags: Commentary · Mortgage Market · Rob Chrisman

Mortgages as Investments: AIG Story, CDOs, Paulson Letter, RWT Deal, Goldman (2)

April 28th, 2010 · No Comments

  There’s a New AIG Story. I Was an AIG Exec. Here’s the Deal. – Richard (RJ) Eskow – … Who were some of the other counterparties paid by AIG under Geithner’s direction? Deutsche Bank, UBS, Merrill Lynch, and Bank of America. This [...]

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Tags: Mortgage Market

Markets Related: Demographic Investing, Stocks are Cheap, Risk Aversion

April 28th, 2010 · No Comments

  read this – population pyramids and demographic investing – If Demographics is Destiny, then America’s Future Sucks – Submitted by madhedgefundtrader – great comments – Zero Hedge  ———— (Forward earnings) U.S. Stocks Cheapest Since 1990 on Analyst Estimates [...]

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Tags: Mortgage Market