Bonds Archive

When The Ratings Agencies Lower Their Ratings on Subprime Mortgaged Backed Securities, The Stock Market Will Crash

July 1, 2007  ·  Category: Bonds, Market Commentary, Hedge Funds
"We're talking about massive, massive downgrades here." - Rod Dubitsky, Asset Backed Real Estate Debt Analyst, Credit Suisse, ranked #2 last year by Insitutional Investor magazine in his category "A lot of these should be downgraded sooner rather ...
Posted by Greg Feirman  ·  No Comments »

Four Must Read Front Page Wall Street Journal Articles for a Bear(Stearns) Market

June 29, 2007  ·  Category: Bonds, Market Commentary, Hedge Funds, Private Equity
Make no mistake: this week, as last week, is all about the blow up of the two Bear Stearns hedge funds heavily invested in subprime mortgage backed securities.  And The Wall Street Journal, as usual, is ...
Posted by Greg Feirman  ·  1 Comment »

Fears of Bear Stearns Spillover Drag Down Market

June 21, 2007  ·  Category: Bonds, Market Commentary, Hedge Funds
"The fear is that this Bear situation is the tip of the iceberg and it could lead to other funds being liquidated." - Todd Clark (subscription required), Director of Stock Trading, Nollenberger Capital Partners "There's fear of further ...
Posted by Greg Feirman  ·  No Comments »

Morning Reading - Subprime II?; Junk Bond Bubble; The Message of the Market

June 18, 2007  ·  Category: Real Estate, Bonds, Sentiment Analysis, Market Commentary
"Negative sentiment took a firm hold of the [subprime bond] market" this past week.  "We think the weakness in the ABX will continue." - JP Morgan in a report from Friday June 15 In "Ills Deepen in ...
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State of CA To Issue $2.5 Billion in General Obligation Bonds Starting Monday

June 14, 2007  ·  Category: Election - Nov 7 2006, Bonds, California
Last November, the voters of CA approved more than $37 billion in bond issuance to improve the state's infrastructure. Next Monday and Tuesday retail investors will be able to place orders for $2.5 billion in bonds ...
Posted by Greg Feirman  ·  No Comments »

Making Sense of the Two Week Spike In Interest Rates

June 14, 2007  ·  Category: Bonds, Interest Rates
This morning Barry Ritholtz put up a post on saying that bonds are oversold on sentiment and technicals if not valuation. In that post, he links to an article by Barron's interest rate columnist Randall Forsyth, ...
Posted by Greg Feirman  ·  No Comments »

Petruno Says That The “Rebuild California” Bonds Won’t Hurt Existing State of CA Debt

November 5, 2006  ·  Category: Election - Nov 7 2006, Bonds
A couple weeks ago, regarding the so called "Rebuild California" propositions and their effect on outstanding state of California debt I wrote: If you are an owner of State of CA municipal bonds, as many people ...
Posted by Greg Feirman  ·  No Comments »