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Posts related to ‘Bonds’

It Is Time for Bill Gross to Disappear

Posted: December 16, 2011 at 6:29 am

Bill Gross, the bond king, should spend less time on television and more time in his office shoring up the poor results of his PIMCO Total Return Fund. It has ...
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ECB Rate Cut Considered A Dud

Posted: December 8, 2011 at 7:54 am

As expected, the European Central Bank has followed through with some of the market expectations of a rate cut.  Unfortunately, not all rate cuts are created equally.  Thursday's decision from the central ...
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In Defense of MLPs For 2012 (EPD, KMP, MWE, PAA, WPZ, MMP, BPL, EPB, KYN, AML, AMLP)

Posted: December 7, 2011 at 2:20 pm

With many Master Limited Partnerships (MLPs) trading at or even above some of their expected target prices, we wanted to take a year-end look into the sector to see where ...
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After S&P Euro Warning… EFSF Today, Banks & Insurance Companies Tomorrow

Posted: December 6, 2011 at 9:52 am

The entire world now knows about the European Union warnings from S&P on Monday.  This morning came word that the 'AAA' long-term credit rating on the European Financial Stability Fund ...
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Nations That May Lose AAA Ratings — and Those That Won’t

Posted: December 5, 2011 at 2:58 pm

We have been covering the risks of the AAA rating risks far ahead of the curve on these formal credit ratings downgrades by the major credit ratings agencies. After the ...
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The Corzine Subpoena… Future of Segregated Funds Hangs in the Wind

Posted: December 2, 2011 at 10:39 am

Jon Corzine was supposed to be the poster boy for modern-day finance... From the King of Finance, to New Jersey's governor, and back to Wall Street.  Now Corzine is just the King of ...
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Sprint Locks in Clearwire, Avoids Restructuring For Now (S, CLWR)

Posted: December 1, 2011 at 9:40 am

Sprint Nextel Corporation (NYSE: S) has decided not to leave Clearwire Corporation (NASDAQ: CLWR) in the dust.  The two companies have had a history of tie-ups and the risk that ...
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Global Central Bank Intervention Arrives

Posted: November 30, 2011 at 8:11 am

The Federal Reserve has issued some news that equity investors are going to love, and bond investors may enjoy the news as well as it could stop the blood-letting of ...
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S&P Downgrades All Major Banks, Criteria Changes (WFC, BAC, C, JPM, BK, STT, GS, MS)

Posted: November 29, 2011 at 4:54 pm

Standard & Poor's is at it again... more downgrades and this time in the ailing banking sector.  While we focused solely on the U.S.-based banks here, the downgrade was handed ...
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ETF, ETN, and Funds For Germany’s Debt Concerns (BUNL, BUND, EWG, GF, BUNT)

Posted: November 25, 2011 at 10:35 am

The new question of the week is whether or not Germany will get pulled down into the soup with the rest of Europe on the growing debt woes.  A horrible bond ...
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S&P Backs Away From U.S. Downgrade Over Supercommittee Failure

Posted: November 21, 2011 at 5:39 pm

Make this as good as official now that S&P has chimed in: NO RESOLUTION FROM SUPERCOMMITTEE!!!  You already knew that the Supercommittee was really just the "stuper-committee"... Impasse, again impasse.  The big ...
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Should Jefferies Be Able to Sue Over Malicious Attacks? (JEF)

Posted: November 21, 2011 at 2:45 pm

The attack on Jefferies Group, Inc. (NYSE: JEF) is unfortunately reminiscent of larger implosions of firms formerly named Lehman and Bear Stearns.  It almost does not seem to matter what Jefferies ...
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Reality Check… Will S&P or Moody’s Downgrade France First?

Posted: November 21, 2011 at 11:05 am

We have already seen the woes around the United States losing its prized "AAA" rating and then the attention focused elsewhere.  The question became, who are the weakest Triple-A ratings ...
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S&P Claims France “AAA” Rating Action Is Not Real (EWQ)

Posted: November 10, 2011 at 11:55 am

OK, the ratings agency games have always been interesting and that is hard to refute.  Today's news just takes the cake entirely.  S&P has "clarified and erroneous message" when it ...
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Meredith Whitney’s Revenge: Alabama County Bankruptcy Is Largest Municipal Bankruptcy (JPM)

Posted: November 10, 2011 at 8:01 am

If you have been following the flow of news in municipal bond land, you know all about Meredith Whitney's grandiose calls for waves and waves of municipal bankruptcy fears.  The ...
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