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- Shrunken Demand for Credit Not Necessarily Uncle Sam's Fault
- Jim Delaney submits: We all know, from reading that annoying little pseudo-educational, half disclaimer like phrase in any article that even mentions fixed income securities that the price of a bond and its yield are inversely related. Hence as yields have moved lower over the past year, prices...
- External links 2009-09-23
- Bulls Grow Their Ranks
- Jim Delaney submits: By August 31st 93% of the stocks in the S&P 500 were above their 50DMA. Two weeks ago the number of new highs vs. new lows on the NYSE was 343/4, a ratio I thought was in the outer reaches of the tail of...
- External links 2009-09-21
- Advertisers and the Economy: Interpublic and Omnicom
- Jim Delaney submits: A few observations to begin with today. On the commute home yesterday I walked past a shop I walk past quite often but noticed, in the window, a small sign that read “Help Wanted”. It was a simple little sign, an 8 ½”...
- External links 2009-09-17
- Good Times for Both Bond Issuers and Investors
- Jim Delaney submits: It’s the first Friday before the first weekend after summer has officially come to an end here in the States, but as a quick follow up to a piece I did some weeks ago on the condition of the nation’s hog farmers and the agricultural lobby’seffort...
- External links 2009-09-11
- Evaluating REIT Risk: Simon Property and ProLogis
- Jim Delaney submits: Over the past two days we have seen numbers for residential house price indices, mortgage applications and new home sales. There are caveats that go along with these numbers, e.g. how many sales were foreclosures, how much of the bidding wars were investors paying...
- External links 2009-08-27
- Reading This Market: Patience Is a Virtue
- Jim Delaney submits: The market, it seems, has reached one of those points where, like a ball tossed up, it is suspended for a moment neither rising nor falling. Unlike a ball however, the market can gather itself and move higher again or like the ball, succumb...
- External links 2009-08-12
- Rise in CDS Spreads Mirrors Pullback in Equities
- Jim Delaney submits: In the whirlwind of contradictions that has characterized almost the entire rally off of the March 9th lows, I found it consistent that the sell off from the intra-day high of 1080.15 on the SPX was sparked by news of continued liquidity in the markets...
- External links 2009-09-25
- Investors Pile into Junk Bonds, While the Street Avoids Them
- Jim Delaney submits: For as many times as the pundits picked the bottom of the downward leg of what is yet to be determined as a “V”, “W”, “wwww” or “√“ in the stock market there have been those calling a top since the spring. These...
- External links 2009-10-20
- The Credit Thaw Continues, Gradually
- Jim Delaney submits: Even before starting her eponymously named firm, Meredith Whitney had won the role of Queen of the Damned in the drama that has played out on Broad Street not Broadway these past few years as a bank and finance analyst for Oppenheimer & Co. ...
- External links 2009-10-14
- Shrugging Off Last Week's Poor Jobs Numbers
- Jim Delaney submits: That the stock market has chewed up and spit out last week’s “horrific" employment numbers in less than a trading week has to rank as one of the top 10 comebacks of all time. At least up there with Flutie’s “Hail Mary” to beat...
- External links 2009-10-08
- Is Hyperinflation on the Way?
- Jim Delaney submits: On September 25th the Wall St. Journal published an opinion piece by Kevin M. Warsh, a member of the Federal Reserve Board of Governors since 2006, calling for a preemptive strike by the Fed at the roaring inflation he believes the country is at risk...
- External links 2009-10-06
- Time to Switch from Corporate Bonds to Equities?
- Jim Delaney submits: To the extent that every year is characterized by “the trade”, that investment which returned the most with seemingly little risk had you only had today’s newspaper on January 1st, so far in 2009 it would have to be corporate debt. The CDX...
- External links 2009-09-29
- Geithner Plan Plus Housing News Offer Specks of Light on the Economic Horizon
- Steve Kroft admonished President Obama while interviewing him this past Sunday evening on 60 Minutes for mixing laughter with his discussion of a financial system that, even with the market’s latest run up from its March 6th lows, is still in precarious shape at best. “Are you punch drunk?” Kroft...
- External links 2009-03-24
- Economy Watch: Things May Not Be All That Different This Time Around
- David C. McCullough said “History is a guide to navigation in perilous times” and there are few who would not call these times perilous. A month or so ago comparison’s between the present and the Great Depression were everywhere and none of them encouraging. The volatility of daily market moves,...
- External links 2009-03-23
- Is the Market Still Digesting the Fed's Wednesday Move?
- There were some dramatic reactions to the Fed announcement of its planned purchase of Treasuries and additional assets in mortgage backed securities. The bond market reacted immediately with the 30yr Bond contract settling up 5 2/32 on the day on Wednesday after establishing an 8 27/32 range for the day....
- External links 2009-03-20
- WSJ and Barron's Watch: Overall Consensus, Bottom Has Not Been Reached
- Given yesterday’s respite to the selling which had reduced the S&P from it’s 903.25 2008 year end close to 676.53 on Monday I thought I would discuss something that caught my eye in the papers recently and by papers I mean the two august publications put out by Dow Jones...
- External links 2009-03-13
- Thawing in the Credit Markets?
- There seems to be one thing that still has value on Wall St. and that is scarcity. Chevron CVX and Abbott Labs ABT took advantage of the infrequency with which they issue debt to tap the capital markets for a combined $8BN last Thursday issuing $5BN and $3BN respectively....
- External links 2009-03-02
- Fear and Uncertainty Abound in Markets
- Robert Rodriguez, CEO of First Pacific Advisors, stated during a Barron’s interview recently that his investment mantra was: “Winning by not losing.” True to his word, RR had up to 45% of his main fund in cash at certain points last year. by Jim Delaney
- External links 2009-02-26
- Markets Moving Back to Normal?
- It was good to have things back to normal yesterday. Consumer Confidence, projected at a lofty 35 came in just 10 points below at 25; S&P cut Latvia’s credit rating to BB+ putting it in “Junk” land and the S&P saw all of the good news in those events...
- External links 2009-02-25
- Upcoming Recovery? Choose Your Metaphor
- Jim Delaney submits: The Massive Ordnance Air Blast bomb known technically as the GBU-43/B and affectionately as the Mother Of All Bombs is a 30 foot, 22,600lb honey that actually explodes about 3 feet above the ground and clears a 900 foot circle around wherever it strikes. ...
- External links 2009-07-13
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