tfmarketadvisors.blogspot.com
TF Market Advisors: Nero's Fiddle And Obama's Golfclubs
http://tfmarketadvisors.blogspot.com/2011/03/neros-fiddle-and-obamas-golfclubs.html
Thursday, March 24, 2011. Nero's Fiddle And Obama's Golfclubs. Maybe he defines success as the level of the S&P 500 so all is good in the world? The reality is that the world is experiencing more problems than at any time in recent memory. I think everyone is still trying to find it on a map and any reason we should care. To me, it seems that we are reacting and are not proactive, and our policy is at best unclear across the region, and at worst hypocritical. Is it just silt? Um, now that sounds likely&#...
tfmarketadvisors.blogspot.com
TF Market Advisors: EFSF: Dramatically Exaggerated Headline and Slippery Slope Funding Mechanism
http://tfmarketadvisors.blogspot.com/2010/11/efsf-dramatically-exaggerated-headline.html
Tuesday, November 16, 2010. EFSF: Dramatically Exaggerated Headline and Slippery Slope Funding Mechanism. The markets greeted news of the eurozone stability measures in May exactly how the EU ministers and the IMF undoubtedly had hoped for – with huge equity rallies across Europe and the US driven by confidence inspired by the eurozone countries working together and big headline numbers. Neither is really what it seemed. A Manufactured Headline Number to Dazzle the Markets. The headline number included a...
tfmarketadvisors.blogspot.com
TF Market Advisors: Restructuring Credit Event and Repudiation
http://tfmarketadvisors.blogspot.com/2011/06/restructuring-credit-event-and.html
Friday, June 17, 2011. Restructuring Credit Event and Repudiation. Restructuring Credit Event and Repudiation. There has been so much market chatter about what would constitute a Credit Event for a Greek restructuring, but so few details. Here is our attempt to shed some light on the issue and hopefully get some feedback. I’m not a lawyer, but for better or worse have been involved in many of the documentation issues over time. We will walk you through how we get there. Section 4.7. Restructuring. Iii) a...
tfmarketadvisors.blogspot.com
TF Market Advisors: "Don't Fire Until You See the Whites of Their Eyes"
http://tfmarketadvisors.blogspot.com/2010/11/dont-fire-until-you-see-whites-of-their.html
Monday, November 1, 2010. Don't Fire Until You See the Whites of Their Eyes". In many ways this single quotation sums up much of what makes America great. At Bunker Hill, a group of American soldiers facing a much better armed and trained British force, rather than doing the easy thing – panicking, firing haphazardly, and scattering in the wind - braved their challenge, inflicting 3 times the casualties on the ‘superior’ British force and helping set the stage to win the war! Or that stimulus could not b...
tfmarketadvisors.blogspot.com
TF Market Advisors: March 2011
http://tfmarketadvisors.blogspot.com/2011_03_01_archive.html
Thursday, March 24, 2011. Nero's Fiddle And Obama's Golfclubs. Maybe he defines success as the level of the S&P 500 so all is good in the world? The reality is that the world is experiencing more problems than at any time in recent memory. I think everyone is still trying to find it on a map and any reason we should care. To me, it seems that we are reacting and are not proactive, and our policy is at best unclear across the region, and at worst hypocritical. Is it just silt? Um, now that sounds likely&#...
tfmarketadvisors.blogspot.com
TF Market Advisors: October 2010
http://tfmarketadvisors.blogspot.com/2010_10_01_archive.html
Tuesday, October 26, 2010. The other story that gives us hope for the shorts, is that every talking head is now all over the story that weak dollar is good for stocks. On the surface this trend is there. What we find difficult to understand, is why a strong Euro would be good for stocks there? Doesn't it make sense that if weak dollar is good for US stocks, a strong Euro is bad for European stocks? That doesn't seem sustainable. Is it because Euro is also weakening against EM currencies?
tfmadailycomments.blogspot.com
TFMA Daily Comments: The "Tell"
http://tfmadailycomments.blogspot.com/2010/12/tell.html
Wednesday, December 8, 2010. Subscribe to: Post Comments (Atom). Are Long Dated Treasuries Risk Assets? View my complete profile. Simple template. Powered by Blogger.
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TFMA Daily Comments: Are Long Dated Treasuries "Risk" Assets?
http://tfmadailycomments.blogspot.com/2010/12/are-long-dated-treasuries-risk-assets.html
Wednesday, December 8, 2010. Are Long Dated Treasuries "Risk" Assets? This move rather than an actual shift to stocks, and it will take the stock market a few hours or days to catch up. The price action on the open seems to suggest shorting stocks right now. Subscribe to: Post Comments (Atom). Are Long Dated Treasuries Risk Assets? View my complete profile. Simple template. Powered by Blogger.
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TFMA Daily Comments: November 2010
http://tfmadailycomments.blogspot.com/2010_11_01_archive.html
Tuesday, November 30, 2010. If You Kick a Can Down the Road Long Enough. If you kick a can down the road long enough you will eventually reach an intersection or a dead end. We can't help but picture a child kicking a can down a quaint dirt road. Its a peaceful and bucolic. Now, that same kid but caught in an intersection, and not just any intersection, but of two 4-lane roads during rush hour with no traffic lights! Wednesday, November 24, 2010. Mixed Bag of Economic Releases and News. Should be a quiet...
tfmadailycomments.blogspot.com
TFMA Daily Comments: G8 and the Long Weekend
http://tfmadailycomments.blogspot.com/2011/05/g8-and-long-weekend.html
Friday, May 27, 2011. G8 and the Long Weekend. Markets have rallied a little bit as we head into the G8 meetings. It is likely that we will hear positive noise about global government co-ordination and support for economies. That can lend a little support to the market, but is unlikely to do anything significant. IG16 90.50 unch LQD 111.33. HY16 102.125 unch HYG 91.87. Subscribe to: Post Comments (Atom). IG16 90 -3/4 HY16 102 1/4 1/4 SOVX 196 . G8 and the Long Weekend. View my complete profile.