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Monthly Archives: March 2008
Investment Banks Update: Lehman Brother’s Preferred Offering
Lehman Brothers has announced a preferred 2004 10 04 zithromax zithromax stock offering to raise $3B in new capital. proventil and ventolin The preferred will have a yield between 7-7.5% and a conversion premium of 30-35% over the common stock. … Continue reading
Posted in Financials/Real Estate, Macro Tagged LEH, Lehmn Brothers, Preferred, TSLF Leave a comment
Dealing with Foreclosures: Government Chartered Rental Agency?
The airwaves are brimming with stories about the financial loss incurred by investors and financial firms due to the mortgage market meltdown. diflucan 100 mg What is often ignored clomid 150mg is that foreclosures also have a debilitating effect on … Continue reading
Posted in Financials/Real Estate Tagged Alt-A, Foreclosures, Mortgage, Rental, Sub Prime Leave a comment
The Run on Bear: Time for Federal Agencies to Start Swinging
Friday morning was shaping out to be the much awaited follow-though day for the 400 point Dow rally on Tuesday. doxycycline 100 mg tablets The equity markets had retraced a bulk of the gain and then bounced back on Thursday. … Continue reading
Posted in Financials/Real Estate, Macro Tagged Alt-A, Bear Sterns, BSC, Credit Crunch, FHA, Mortgage, Sub Prime Leave a comment
Sub-Prime Write-Downs more than 50% done: Are Write-Ups Coming Next?
S&P was out with a report today saying that the banks are more than half-way through in recognizing losses attributed to sub-prime mortgages. They revised their estimate of total losses up to $285B from $265B but this is much less … Continue reading
Posted in Financials/Real Estate Tagged ABX, Markit, MBS, Morgan Stanley, MS, Sub Prime Leave a comment
Google Bashing: Reaching a Peak?
This weekend’s Barron’s has article by Jacqueline Doherty titled “Google’s Next Stop: Below 350?” The main thesis of the article is that analysts have not reduced earnings estimates for Google to account for the expected reduction in clicks and corporate … Continue reading
The Thornburg Tragedy: Time for Resolution Trust Corporation Redux?
Shares of Thornburg Mortgage are down more than 40% to 2.01 in the after hours after the company said that it was unable to meet a $28 million margin call from JP Morgan Chase, one of its lenders. isoniazid JP … Continue reading
Posted in Financials/Real Estate Tagged Alt-A, Jumbo, Resolution Trust, RMBS, Thornburg Leave a comment
Lower Interest Rates and Inflation in the US: Is the connection overblown?
The air-waves are full of talk about recession, inflation and stagflation. Longer term interest rates are increasing while the Fed continues to cut the Fed Funds Rate, to bring short term rates down. french red wine guide high quality cytotec … Continue reading
Posted in Macro, Strategic Affairs Tagged Bernanke, Economic Growth, Fed Funds Rate, Inflation, Interest Rate Leave a comment