Entries Tagged as 'Government'

MortgageNewsClips: Petro-Wealth Transfer, SoCal Prices, Ratespeed Tool, James Montier, Oil vs Oil Stocks, Hope Now Alliance, 17 Yr Low, Joe Mysak, FHA Closing Costs, San Diego Seconds, 4 more News Clips

June 18th, 2008 · No Comments

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A Monumental Petro-Wealth Transfer - Stephen Jen -  We are witnessing a monumental transfer of wealth to oil exporters, which may last beyond our generation.  There will be important geopolitical and security implications.  In this note, we highlight some of the economic and financial implications of this wealth transfer.  - Morgan Stanley
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SoCal Home Prices Plunge […]

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Tags: Blogs · Charts & Tables · Commentary · GSEs · Government · Mortgage Market · Research & Papers

CDS Video, 3 from MISH, Different Looks, List of Oil Mistakes, NYC Residential Permits, Sea Change, DeKaser on Oil, Perry on HAI, Libor Problems, Genworth, Inflation Chart, Ira Artman Section

June 1st, 2008 · No Comments

 
Moody’s highlights risks of potential counterparty failure - A new report from Moody’s Investors Service explains that the biggest systemic risk to the $62 trillion credit-derivatives market is not its size and complexity, but the potential failure of a large securities firm or investment bank that is acting as a counterparty. A bank collapse could […]

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Tags: Charts & Tables · Commentary · Economy · Government · Mortgage Market · Research & Papers

Obama to Paulson: My Two Cents

March 30th, 2008 · No Comments

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From the WSJ Washington Wire Blog today: 
Sen. Barack Obama described the Bush administration’s sweeping changes to financial market regulation as “inadequate” on Saturday.
While noting that he had not yet seen the full proposal, which Treasury Secretary Henry Paulson will unveil on Monday, the Illinois senator said that, based upon news reports, he believed the proposed […]

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Tags: Commentary · Economy · Fed · Government · Mortgage Market

The Garrett, Watts Report (March 28, 2008)

March 28th, 2008 · No Comments

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To Our Clients, Colleagues and Friends:
· We still like the Washington Mutual 6.875’s of 2011.  They’ve traded down to about 84 for a yield to maturity a bit over 13%. These are great bonds to put in a retirement account. Wamu will (a) be sold to a stronger bank, or (b) will raise new capital […]

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Tags: Commentary · Government · Mortgage Market

Investment Bank Regulation is Changed Forever

March 26th, 2008 · 1 Comment

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In light on Paulson’s comments on Tuesday The Prince thought he would highlight a post he wrote the day before Paulson’s comments that predicted most of what he talked about with regards to regulating investment banks.  There are many regulatory changes coming and The Prince predicts four implications of the Fed’s moves in the Bear […]

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Tags: Economy · Fed · Government · Securitization

MortgageNewsClips: IOU, Risk Based Pricing, 28/36, Last?, Reverse Mortgages, Once in a Lifetime, HE Losses, Subprime Paper, Fed Lending, How Bad?, Ethos, Downey Savings, Mark Perry, Tom Brown, MISH on Deflation, Andrew Corn

March 19th, 2008 · No Comments

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Cartoon - IOU’S Industry Of United States  -  Total Asset Performance 
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Fannie and Freddie Up Risk-Based Pricing - has links to GSE tables, and examples of risk based pricing - Michael Steinberg - Click Broker 
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28/36- Why House Prices Must Fall - Bob Morris - seeking alpha
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The Last Interest Rate Cut from the FOMC and Bernake -  […]

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Tags: Blogs · Charts & Tables · Commentary · GSEs · Government · Mortgage Market