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Putting the pieces together...

Tom Drake's Market Notes: independent cycle and sentiment analysis of investment markets, and portfolio construction for retirees.

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Putting the pieces together... | twocents.blogs.com Reviews
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Putting the pieces together... | twocents.blogs.com Reviews

https://twocents.blogs.com

Tom Drake's Market Notes: independent cycle and sentiment analysis of investment markets, and portfolio construction for retirees.

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1

Putting the pieces together...:

http://www.twocents.blogs.com/weblog/2017/03/my-entry.html

Putting the pieces together. Tom Drake's Market Notes. Larry Edelson is Gone. Possibly next to the midline. Follow-up to Gold at the Crossroads. Mar 5, 2017 5:42:26 PM. Jan 11, 2017 5:46:15 AM. Charts, Technical Analysis, and "Funnymentals". Gold At The Crossroads. These two excellent companies in. Subscribe to this blog's feed. Many useful and different market info sources. Mostly free. Check Allan's method free charts. Bill Luby's Vix and More. On Jan 11, 2017 5:46:15 AM. On Jan 11, 2017 5:46:15 AM.

2

Putting the pieces together...:

http://www.twocents.blogs.com/weblog/2016/09/i-call-this-the-gary-shilling-chart-shilling-has-made-his-fortune-being-long-the-zero-coupon-30-year-treasury-bond-since-198.html

Putting the pieces together. Tom Drake's Market Notes. Larry Edelson is Gone. Possibly next to the midline. Follow-up to Gold at the Crossroads. Mar 5, 2017 5:42:26 PM. Jan 11, 2017 5:46:15 AM. Charts, Technical Analysis, and "Funnymentals". Gold At The Crossroads. These two excellent companies in. Subscribe to this blog's feed. Many useful and different market info sources. Mostly free. Check Allan's method free charts. Bill Luby's Vix and More. On Jan 11, 2017 5:46:15 AM. On Jan 11, 2017 5:46:15 AM.

3

Putting the pieces together...: The Stock Market Flops

http://www.twocents.blogs.com/weblog/2015/08/the-stock-market-flops.html?cid=6a00d8341d5b2653ef01b7c7c44706970b

Putting the pieces together. Tom Drake's Market Notes. Larry Edelson is Gone. Possibly next to the midline. Follow-up to Gold at the Crossroads. Mar 5, 2017 5:42:26 PM. Jan 11, 2017 5:46:15 AM. Charts, Technical Analysis, and "Funnymentals". Gold At The Crossroads. These two excellent companies in. Subscribe to this blog's feed. Many useful and different market info sources. Mostly free. Check Allan's method free charts. Bill Luby's Vix and More. On Jan 11, 2017 5:46:15 AM. On Jan 11, 2017 5:46:15 AM.

4

Putting the pieces together...: Fibonacci Fascination

http://www.twocents.blogs.com/weblog/2015/08/fibonacci-fascination.html?cid=6a00d8341d5b2653ef01b8d1515399970c

Putting the pieces together. Tom Drake's Market Notes. Larry Edelson is Gone. Possibly next to the midline. Follow-up to Gold at the Crossroads. Mar 5, 2017 5:42:26 PM. Jan 11, 2017 5:46:15 AM. Charts, Technical Analysis, and "Funnymentals". Gold At The Crossroads. These two excellent companies in. Subscribe to this blog's feed. Many useful and different market info sources. Mostly free. Check Allan's method free charts. Bill Luby's Vix and More. On Jan 11, 2017 5:46:15 AM. On Jan 11, 2017 5:46:15 AM.

5

Putting the pieces together...

http://www.twocents.blogs.com/weblog

Putting the pieces together. Tom Drake's Market Notes. Larry Edelson is Gone. Possibly next to the midline. Follow-up to Gold at the Crossroads. Mar 5, 2017 5:42:26 PM. Jan 11, 2017 5:46:15 AM. Charts, Technical Analysis, and "Funnymentals". Gold At The Crossroads. These two excellent companies in. Subscribe to this blog's feed. Many useful and different market info sources. Mostly free. Check Allan's method free charts. Bill Luby's Vix and More. On Jan 11, 2017 5:46:15 AM. On Jan 11, 2017 5:46:15 AM.

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I’ve Seen This Movie Before | Mind on Money

https://mindonmoney.wordpress.com/2015/01/21/ive-seen-this-movie-before

I’ve Seen This Movie Before. When a financial market sector is doing well on Wall Street, you can be sure that it will get exploited until it breaks. I did give the Rating Agencies a partial defense for their ratings on subprime bonds, but the news this week is indefensible. Today the SEC announced a settlement with Standard and Poor’s. Are you kidding me? If this news weren’t enough to conclude that the market pushes the limits until they break, another piece of news on the CMBS ratings front came...

mindonmoney.wordpress.com mindonmoney.wordpress.com

S Curves | Mind on Money

https://mindonmoney.wordpress.com/2010/08/16/s-curves

As anyone knows that has pushed a car to its limits, “S” curves can be dangerous. They are hazardous because you have to go into them more cautiously than a simple curve, even though you can’t see the second curve coming when you need to be taking cautionary measures. The curve you get by graphing prepayment rates against the basis points of difference between the current rate and the rate on an existing mortgage traces out an “S.”. Mtg Rate vs CPR – Approximate Baseline ‘S’ Curve. At one end (the slow e...

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Does Santa Take Side Bets? | Mind on Money

https://mindonmoney.wordpress.com/2014/12/21/does-santa-take-side-bets

Does Santa Take Side Bets? Coal in some stockings, treats in others, but who’s been naughty and who’s been nice? In the world of big-time financial side bets (Credit Default Swaps), it isn’t exactly clear. When I heard about the unusual happenings that kept Radio Shack open. For at least one more Christmas season, my thoughts went to the decision process for the traders on each side of a massive CDS trade. Making money is the primary reason they play, but there is something else going on. So let’s ...

mindonmoney.wordpress.com mindonmoney.wordpress.com

Render Unto Caesar’s, but Where? | Mind on Money

https://mindonmoney.wordpress.com/2015/01/18/render-unto-caesars-but-where

Render Unto Caesar’s, but Where? 269 billion in CDS muddy the waters in Caesar’s Casino’s $18.4 billion in debt restructuring. With two main classes of debt, the senior bondholders have agreed to terms. And filed Chapter 11 together with the private equity owners of the company in bankruptcy court in Chicago. But holders of the junior debt are suing. And also filed for Chapter 11 bankruptcy, but in Delaware. Without sufficient votes either way at ISDA’s Determination Committee, the matter was sent ...

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Snowbound Reading | Mind on Money

https://mindonmoney.wordpress.com/2015/01/26/snowbound-reading

I got an email today from a friend that I hadn’t heard from in about a year. Even though we both live in the same state, it seems like arranging the hour drive each way doesn’t happen too often these days, for either of us. He was congratulating me on publishing Finance Monsters. Like the guy with the bumper stickers that read “Eat More Kale” who won when defending himself against Chik-Fil-A, I think the time has come for bumper stickers that say “Read More Books.”. Feed You can leave a response. To subs...

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Are We There Yet? | Mind on Money

https://mindonmoney.wordpress.com/2014/12/05/are-we-there-yet

Are We There Yet? The Next Big One Might Already Be Warming Up. We probably aren’t at the cusp of the next financial crisis, but we can’t be sure, given the pathetic nature of the reforms that are already being curtailed even before taking full effect. Remember how the last crisis went global? And how some said we should blame the banks ( liberals cheer. Or the bad borrowers ( conservatives applaud. Or even decades of government policy ( libertarians blow their horns). What few realize is that in Septemb...

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Blowback | Mind on Money

https://mindonmoney.wordpress.com/blowback

Your chance to vent in a private e-mail. Unless I’m off on an expedition of some kind, I will access the e-mail within 24 hours. June 24, 2010 at 1:06 am. Howard, I’m trying to figure out when MBS have the wind at their backs. Am I correct in thinking that the wider the spread between the 10-year bond and the 90-day T-Bill the better it is for MBS? June 24, 2010 at 1:51 pm. You could also simply look at the average conventional fixed rate, published by Freddie Mac every Thursday evening, and also look at...

mindonmoney.wordpress.com mindonmoney.wordpress.com

Mind on Money | Iconoclastic Financial Musings | Page 2

https://mindonmoney.wordpress.com/page/2

December 15, 2014. How to make a startling headline if you’re a financial reporter: just look for owners of junk bonds that might be in trouble, and make that your story. Read the rest of this entry ». December 15, 2014. Over the weekend, MindonMoney and Finance Monsters. Both picked up a larger circle of readers, and they weren’t all the usual suspects. For example, blogs in Sweden. Linked to the post Three Conditions and Three Warning Signs. National Memo carried an excerpt of the book. Even flirted wi...

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Financial Love Canal | Mind on Money

https://mindonmoney.wordpress.com/2014/12/15/financial-love-canal

How to make a startling headline if you’re a financial reporter: just look for owners of junk bonds that might be in trouble, and make that your story. In 2007, after Bear Stearns’ two mortgage hedge funds collapsed, some innumerate reporters started combing through every statement they could find to make headlines about “subprime mortgage exposure” wherever they could find it. And yes, they found some in the portfolios of the SIVs that issued ABCP. You know the rest of the story. I’m just pointing...

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The bottom line is this:. Your success depends on the connections you build with your consumers. And each time your business ideas align with their preferences and feelings, those connections strengthen. Two Cents Consumer Insights can help you get to know your consumers better and learn what makes them tick. We offer a full range of qualitative research techniques that shed light on their motivations so you can influence their behaviors and build equity in your brand. Two Cents Consumer Insights.

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Putting the pieces together...

Putting the pieces together. Tom Drake's Market Notes. Larry Edelson is Gone. Possibly next to the midline. Follow-up to Gold at the Crossroads. Mar 5, 2017 5:42:26 PM. Jan 11, 2017 5:46:15 AM. Charts, Technical Analysis, and "Funnymentals". Gold At The Crossroads. These two excellent companies in. Subscribe to this blog's feed. Many useful and different market info sources. Mostly free. Check Allan's method free charts. Bill Luby's Vix and More. On Jan 11, 2017 5:46:15 AM. On Jan 11, 2017 5:46:15 AM.

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My Two Cents

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Two Cents | Give Yours

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