tfmacreditcomments.blogspot.com
TFMA Credit Comments: December 2010
http://tfmacreditcomments.blogspot.com/2010_12_01_archive.html
Friday, December 17, 2010. US Credit Opening Update. Possibly as market has grown bored with the headlines, but if it does manage to break through, watch out as the market generally seems long. Cash is doing okay, but very quiet. Thursday, December 16, 2010. Subscribe to: Posts (Atom). US Credit Opening Update. View my complete profile. Simple template. Powered by Blogger.
tfmacreditcomments.blogspot.com
TFMA Credit Comments: Credit Update
http://tfmacreditcomments.blogspot.com/2010/12/credit-update.html
Thursday, December 16, 2010. Subscribe to: Post Comments (Atom). US Credit Opening Update. View my complete profile. Simple template. Powered by Blogger.
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&#...
tfmacreditcomments.blogspot.com
TFMA Credit Comments: US Credit Opening Update
http://tfmacreditcomments.blogspot.com/2010/12/us-credit-opening.html
Friday, December 17, 2010. US Credit Opening Update. Possibly as market has grown bored with the headlines, but if it does manage to break through, watch out as the market generally seems long. Cash is doing okay, but very quiet. Subscribe to: Post Comments (Atom). US Credit Opening Update. View my complete profile. Simple template. Powered by Blogger.
tfmacreditcomments.blogspot.com
TFMA Credit Comments: Credit Markets
http://tfmacreditcomments.blogspot.com/2010/12/credit-markets.html
Thursday, December 16, 2010. On back of a weak Spanish auction SOVX is 4 wider. The European fins opened 3 wider on Snr and 5 on Sub. Snr are still 3 wider, but Sub has moved to flat. Feels like people taking off the Snr/Sub trade - why pay the carry for the next couple weeks? Subscribe to: Post Comments (Atom). US Credit Opening Update. View my complete profile. Simple template. Powered by Blogger.
