Sat 2008-07-12 00:00 EDT
Accrued Interest: Maybe it's another drill
..."his is the first time in my career that I truly believe U.S. Treasury bonds sold off on credit concern."
Sat 2008-07-12 00:00 EDT
..."his is the first time in my career that I truly believe U.S. Treasury bonds sold off on credit concern."
Sat 2008-07-12 00:00 EDT
The Yellow Brick Road > Bond watch: "Today the market started to price Treasuries below AAA"
Fri 2008-06-27 00:00 EDT
"Destruction of credit via massive writedowns..., accompanied by sharply rising unemployment rates, falling wages, and curtailment in credit lines everywhere is simply not an inflationary environment"; "ery likely new all time lows in the 10-year treasury yield and 30-year long bond are coming up"
Wed 2008-06-18 00:00 EDT
Bond Crash Alert; naked capitalism; RBS Publishes Global Stock.
Wed 2008-05-21 00:00 EDT
"From AAA to Junk in two months!"
Calculated Risk; CIFG Guaranty's Bond Insurer Ratings; cliff diving.
Thu 2008-05-08 00:00 EDT
Sun 2008-05-04 00:00 EDT
Update: Are CFC Bond Holders Bankruptcy Remote? by Institutional Rick Analytics; BAC refusing CFC debt commitment?
Countrywide Financial Bond Holders Bankruptcy Remote; Institutional Risk Analyst; Update.
Wed 2008-04-16 00:00 EDT
Fri 2007-11-30 00:00 EST
CDS notional amounts increased from 26 to 46 trillion in last year; "far more CDSs are written relative to the amounts outstanding in individual bonds and thus credit events will infect and destroy much more speculative capital"; "generate highly volatile equity exposure with minimal or even zero margin requirements"
Thu 2007-11-15 00:00 EST
Mortgage Woes Damage a GE Bond Fund, by Andrew Bary (); "breaking the buck"
Fri 2007-11-09 00:00 EST
Ambac, MBIA; major banking collapse forseen, by Elaine Meinel Supkis