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Mortgage REITs Pressured from Both Sides
By Sober Look October 23, 2012 We’ve seen a sharp sell-off (10-12%) in mortgage REITs (mREIT) recently. As discussed earlier (see post) these entities rely on significant leverage to achieve excess...
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Chadburn, on Full Ahead?
By Martin T. – Macronomics October 23, 2012 “If the highest aim of a captain were to preserve his ship, he would keep it in port forever.” - Thomas Aquinas, Italian Theologian. Looking at the epic...
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Households Nearing the Light at the End of the Deleveraging Tunnel
By Rom Badilla, CFA – Bondsquawk.com October 24, 2012 Despite massive amounts of federal and monetary stimulus and much to the chagrin of policy makers, the recovery following the financial crisis has...
View ArticleEconomic Outlook – Germany
By TJ Kim – Bonsquawk October 24, 2012 In European Union’s effort to unwind the ongoing sovereign debt crisis, Germany is expected to take a leadership role in rebalancing the Euro area economy. Given...
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U.S. and China Share Problem of Rising Income Inequality
By Rom Badilla, CFA October 25, 2012 Growing income inequality can be a major issue as the gap between the rich and the poor can have long term implications on both a society and economy. Income...
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Echo Boomers to Reverse Declining Homeownership
By Sober Look October 25, 2012 It is a well known fact that homeownership in the US has been on a decline, a trend that started even before the financial crisis. Now Moody’s predicts this trend will...
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Have a View on the Shape of Yield Curve
By TJ Kim – Bondsquawk October 25, 2012 One of many key essential ingredients in the top-down bond investment analysis is analysis on the shape of an yield curve. An yield curve is very simple. It...
View ArticleScared of Free Falling off the Fiscal Cliff? Here is Your Rope!
By TJ Kim - Bondsquawk November 5, 2012 After a long and fierce election period, in a few weeks, the U.S. will appoint a new president or re-seat the incumbent. However, what appears uncertain even...
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Be Your Own Financial Advisor
Bondsquawk November 7, 2012 While it is completely valid for an investor to rely his investments on recommendations from professional financial analysts, in the current economic condition, it would not...
View ArticleWhich Types of Funds Are You Investing?
Bondsquawk Novermber 12, 2012 There are so many words that end with “funds”. Here, we are examining most common funds that are discussed in the news or other media sources. One of the most commonly...
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