http://rudeawakening.agorafinancial.com/2007/10/26/siv-positive/ Hot Coffee In the Face of Wall Street Thu, 05 Nov 2009 06:41:47 -0600 http://wordpress.org/?v=2.8.4 hourly 1 http://rudeawakening.agorafinancial.com/2007/10/26/siv-positive/comment-page-1/#comment-841 Rude Awakening » Blog Archive » Too Small to Succeed Tue, 05 May 2009 02:56:44 +0000 http://www.agorafinancial.com/afrude/2007/10/26/siv-positive/#comment-841 [...] These “recovering” financial institutions seem just as desperate for fresh capital as they used to be during the darkest days of the credit crisis, way back in mid-March. These institutions also seem just as eager to unload mortgage-backed assets on their new best friend, the Federal Reserve. As the nearby charts illustrate, the Federal Reserve has dramatically INCREASED its repo purchases of mortgage-backed securities (MBS) from banks and brokerage firms. The top chart debuted in the October 26, 2007 edition of the Rude Awakening (SIV-Positive). [...] [...] These “recovering” financial institutions seem just as desperate for fresh capital as they used to be during the darkest days of the credit crisis, way back in mid-March. These institutions also seem just as eager to unload mortgage-backed assets on their new best friend, the Federal Reserve. As the nearby charts illustrate, the Federal Reserve has dramatically INCREASED its repo purchases of mortgage-backed securities (MBS) from banks and brokerage firms. The top chart debuted in the October 26, 2007 edition of the Rude Awakening (SIV-Positive). [...]

]]> http://rudeawakening.agorafinancial.com/2007/10/26/siv-positive/comment-page-1/#comment-832 Rude Awakening » Blog Archive » The Anti-Investment Tue, 05 May 2009 02:33:16 +0000 http://www.agorafinancial.com/afrude/2007/10/26/siv-positive/#comment-832 [...] If the Dow is to recover from its ignominious start this year, financial stocks will play a leading role. And if the financial stocks are to play a leading role, the asset-backed commercial paper (ABCP) market will play an essential supporting role. The ABCP market, as we have explained in several previous editions of the Rude Awakening, is the market that provides short- term financing to the folks who issue mortgages, credit cards and other types of loans. (For a bit of background on the ABCP market, take a peek at the October 26, 2007 edition of the Rude Awakening: SIV-Positive) [...] [...] If the Dow is to recover from its ignominious start this year, financial stocks will play a leading role. And if the financial stocks are to play a leading role, the asset-backed commercial paper (ABCP) market will play an essential supporting role. The ABCP market, as we have explained in several previous editions of the Rude Awakening, is the market that provides short- term financing to the folks who issue mortgages, credit cards and other types of loans. (For a bit of background on the ABCP market, take a peek at the October 26, 2007 edition of the Rude Awakening: SIV-Positive) [...]

]]> http://rudeawakening.agorafinancial.com/2007/10/26/siv-positive/comment-page-1/#comment-829 Rude Awakening » Blog Archive » Exit U.S. Tue, 05 May 2009 02:20:54 +0000 http://www.agorafinancial.com/afrude/2007/10/26/siv-positive/#comment-829 [...] it controls. (For more on this topic, please see the following edition of the Rude Awakening, SIV-Positive). In other words, the big bank agreed to take responsibility for $45 billion worth of questionable [...] [...] it controls. (For more on this topic, please see the following edition of the Rude Awakening, SIV-Positive). In other words, the big bank agreed to take responsibility for $45 billion worth of questionable [...]

]]> http://rudeawakening.agorafinancial.com/2007/10/26/siv-positive/comment-page-1/#comment-825 Rude Awakening » Blog Archive » Scary Stuff Tue, 05 May 2009 02:08:36 +0000 http://www.agorafinancial.com/afrude/2007/10/26/siv-positive/#comment-825 [...] in several recent editions of the Rude Awakening – (in particular, the October 26 edition, “SIV Positive“ and the October 17 edition “Bail Out Nation“) many large financial [...] [...] in several recent editions of the Rude Awakening – (in particular, the October 26 edition, “SIV Positive“ and the October 17 edition “Bail Out Nation“) many large financial [...]

]]> http://rudeawakening.agorafinancial.com/2007/10/26/siv-positive/comment-page-1/#comment-149 TheWalk.com » Exit U.S. - Part 1 Wed, 28 Nov 2007 15:38:44 +0000 http://www.agorafinancial.com/afrude/2007/10/26/siv-positive/#comment-149 [...] it controls. (For more on this topic, please see the following edition of the Rude Awakening, SIV-Positive). In other words, the big bank agreed to take responsibility for $45 billion worth of questionable [...] [...] it controls. (For more on this topic, please see the following edition of the Rude Awakening, SIV-Positive). In other words, the big bank agreed to take responsibility for $45 billion worth of questionable [...]

]]> http://rudeawakening.agorafinancial.com/2007/10/26/siv-positive/comment-page-1/#comment-108 www.topcreditcardsadvice.info » SIV-Positive Sat, 27 Oct 2007 04:36:27 +0000 http://www.agorafinancial.com/afrude/2007/10/26/siv-positive/#comment-108 [...] Joel placed an interesting blog post on SIV-Positive.Here’s a brief overview:repos are on the rise again, despite the “recovering” credit markets. bernankebuys.jpg. The Fed’s newfound interest in MBS contrasts sharply with the utter disinterest of free market investors. The disinterest of real-world investors … [...] [...] Joel placed an interesting blog post on SIV-Positive.Here’s a brief overview:repos are on the rise again, despite the “recovering” credit markets. bernankebuys.jpg. The Fed’s newfound interest in MBS contrasts sharply with the utter disinterest of free market investors. The disinterest of real-world investors … [...]

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