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The Deep, Inner Meaning Of Bank of America's (BAC) TARP Repayment

Fri, 04 Dec 2009 14:19:07 GMT

As expected, Bank of America (BAC) will repurchase its $45 billion TARP preferreds, funded in part by an additional $18.8 billion in "common stock equivalents", $4.0 billion in asset sales, and $1.7 billion in restricted stock issued to employees in lieu of cash bonuses.[More...]

Forget Yesterday, It's All About Jobs

Fri, 04 Dec 2009 13:21:30 GMT

Good morning. Stocks tanked in the last half-hour on Thursday and while the major news outlets attributed the decline to either profit taking or some trepidation in front of this morning's big Jobs report, we'd like to offer a little more substantial reason for the 85 point dive on an otherwise subdued day of trading.[More...]

Fed Balance Sheet Declines By $15 Billion After Improbable Reduction In MBS, Excess Reserves, Monetary Base Hit Record

Fri, 04 Dec 2009 04:14:41 GMT

The Federal Reserve's balance sheet declined by $15 billion to $2,183 billion from the prior week, after the Fed presumably offloaded $2.7 billion in MBS: this is the first time since QE started that MBS holdings have declined. If anyone can tell us just who the idiots are who bought MBS from the Fed (and at what price), and who the even greater idiots are who are supposed to believe this, please send us an email.[More...]

China Will Continue To Drive The Global Economic Recovery In 2010

Thu, 03 Dec 2009 14:38:07 GMT

China isn’t just leading the global economic recovery – it’s lapping the field.[More...]

Interesting Stat: How Much Private Sector GDP Is From Construction And Real Estate?

Thu, 03 Dec 2009 13:15:56 GMT

Back in June, we discussed commercial real estate at length following attendance at a large real estate conference in NYC. Our tone was cautious and one question we wondered about was the percentage of GDP that real estate represents. We actually came across the answer back in August and meant to share then, but didn't get to it. Since the question/topic remains highly relevant to considering the potential negative economic drag from depressed real estate activity, we're sharing now -- the following table is from an 8/28/09 NYTs article, "Construction That Fueled Growth in the Sun Belt Slows":[More...]

Credit Market Overview: Dec 3, 2009

Thu, 03 Dec 2009 12:59:02 GMT

The credit crunch crisis of confidence which we appear to be crawling out of even though the debt and equity markets catapulted themselves higher earlier this year could be similarly argued to be a crisis that started in the credit markets which crunched confidence around the world as it could a collapse in confidence in the value of the securities investors held which corrupted the credit markets causing them to cease funding.[More...]

A Breakout Trade Setting Up In REITS

Wed, 02 Dec 2009 21:42:00 GMT

Part of my idea this week of watching the "high risk" assets included the REITS. My history with them to date this year has been multiple bearish strikes with no better than 50/50 success. The hype surrounding the commercial real estate market points to it as being the "next shoe to drop," however, price action in many of these names this week looks to me like it supports a totally different outcome.[More...]

Suzuki Motor to withdraw from Canadian joint venture with GM

Fri, 04 Dec 2009 14:46:00 GMT

Dec. 4--HAMAMATSU -- Suzuki Motor Corp. said Friday it has agreed to withdraw from a joint car manufacturing venture in Canada with General Motors Co., marking an end to GM's production ties with Japanese carmakers.
The withdrawal follows a similar decision by the U.S. automaker to end vehicle production with Toyota Motor Corp. at their 25-year-old joint manufacturing plant in California after it emerged from bankruptcy in June.
Suzuki and GM Canada founded the joint venture, CAMI Automotive Inc., in Ontario in 1986, and it started production of compact cars and sport utility vehicles for the North American market in 1989 including the Suzuki Swift and the Chevrolet Metro.

: iStockAnalyst.com Symbols Feed

The Deep, Inner Meaning Of Bank of America's (BAC) TARP Repayment

Forget Yesterday, It's All About Jobs

Fed Balance Sheet Declines By $15 Billion After Improbable Reduction In MBS, Excess Reserves, Monetary Base Hit Record

China Will Continue To Drive The Global Economic Recovery In 2010

Interesting Stat: How Much Private Sector GDP Is From Construction And Real Estate?

Credit Market Overview: Dec 3, 2009

A Breakout Trade Setting Up In REITS

Suzuki Motor to withdraw from Canadian joint venture with GM

Evening Standard, London, market report column

Many stocks drop in short week

Area loses $23 million-plus in manufacturing wages

Debate over Marin plan to cut greenhouse gas emissions heats up

Analyst: Fears of Commercial Real Estate Collapse Unfounded

Big Landowners Fret About New LURC Plan ; Conservationists Say It Will Help Control Scattered Construction of Vacation Homes.

Indy developer Mel Simon dies at 82

City Conservation Plan to Join EARIP

REITs Prepare for Commercial Real Estate Bust

Equity Residential Announces Tender Offer by ERP Operating Limited Partnership for Any and All of Certain of its Outstanding Notes

Fitch Affirms Denver Urban Renewal Auth's (Colorado) Sr. Tax Increment Bonds 'BBB'; Outlook Stable

Wall St Sense Undertakes Financial Research on Stocks Trading on Basic Materials, Financial & Services Sectors

Benchmark Journal Reviews Equities Within the Financial & Services Sectors

LMP Real Estate Income Fund Inc. as of September 30, 2009

The Fortune Financial Progressive Review on Sally Beauty Holdings Inc., ProLogis, Wendy's/Arby's Group Inc., Nomura Holdings Inc., Empresa Brasileira de Aeronautica S.A. and Potash Corp. of Saskatchewan Inc.

Ventas Prevails Against HCP Post-Trial Motions

RidgewaterEquity.com Free Fundamental Sector & Market Research on KIM, SOL, LMT, WFC, MET and TDW

RidgewaterEquity.com Free Fundamental Sector & Market Research on VG, TEL, WIN, PLD, WEN and LGF

Public Storage Reports Results for the Third Quarter Ended September 30, 2009

Form 4 AVALONBAY COMMUNITIES For: Dec 02 Filed by: HOREY LEO S III (10K)

Form 4 Public Storage For: Dec 01 Filed by: GUSTAVSON TAMARA HUGHES (10K)

Form 3 SIMON PROPERTY GROUP For: Dec 01 Filed by: Broadwater Steven K. (10K)

Form 4 HCP, INC. For: Dec 02 Filed by: FLAHERTY JAMES F III (10K)

Form 4 HCP, INC. For: Dec 02 Filed by: Klaritch Thomas (10K)

Form 4 HCP, INC. For: Dec 01 Filed by: FANNING ROBERT R JR (10K)

Form 4 HCP, INC. For: Dec 01 Filed by: HENNING EDWARD J (10K)

Form 4 HCP, INC. For: Dec 01 Filed by: Kirby Thomas D (10K)

Form 4 HCP, INC. For: Nov 30 Filed by: RHEIN PETER L (10K)

Form 4 BOSTON PROPERTIES INC For: Dec 01 Filed by: ZUCKERMAN MORTIMER B (10K)