Monthly Archives: April 2010

GS – $200 Stock, ‘You Should Own It’ …

NOTICE he said YOU should own it … he wouldn’t touch it though!!!??? NOW, this is completely above our paygrade but we just couldn’t help keeping this one just for goofs. As best WE reckon, Dick Bove was the same … Continue reading

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Viewpoints – April 2010 -PIMCO

Seems as mostly a re-hash from The Beach Boys, although NOT from their front-man. OUR TAKEAWAYS: They continue to think like Citi – the group that believes in selling HERE VS buying ‘over there’ (10s/Bunds to 120bps – recall note we … Continue reading

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(lack of) Inflation On Our Minds … How Fed Reads GDP -WSJ

INFLATION ON THE BRAIN and trying to come up with better excuses for the current bond market response to the more obvious – Greece and Month End – excuses which are most commonly being tossed at us. Yes there IS gonna … Continue reading

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