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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...]

Bank of America (BAC) Hopes To Lure Top Shelf Talent By Paying Back TARP Loans

Thu, 03 Dec 2009 20:31:33 GMT

Bank of America Corp. (NYSE: BAC), the nation’s biggest lender, reached an agreement to repay $45 billion of Troubled Asset Relief Program (TARP) bailout funds, removing government imposed restrictions on executive pay that have hindered its search for a new CEO.[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...]

Bank of America (BAC) To Repay Entire TARP Money

Thu, 03 Dec 2009 13:33:12 GMT

Bank of America Corporation (BAC) said on Wednesday that in a few days it will repay the entire $45 billion of bailout money it has received from the government for its participation in the Troubled Asset Relief Program (TARP) at the height of the credit crisis last year and after its purchase of Merrill Lynch & Co. earlier this year.[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...]

Grab Some Northern Exposure With EWC

Wed, 02 Dec 2009 21:39:42 GMT

Emerging markets are captivating investors again, but tidy profits aren’t always far away. Placing your bets on well-established global markets can also prove rewarding. That's why we're looking at Canada.[More...]

Unemployment Struggling To Turn A Corner As Job Losses Mount In November

Wed, 02 Dec 2009 21:20:20 GMT

U.S. job losses in the private sector slowed in November but still exceeded economists’ projections, a report by payroll-processing firm Automatic Data Processing (Nasdaq: ADP) indicated yesterday (Wednesday).[More...]

Chicago Tribune Gail MarksJarvis column: Roundly differing views on cyclical stocks

Wed, 02 Dec 2009 09:49:00 GMT

Dec. 2--Can you squeeze more out of this market, and, particularly, out of the cyclical stocks that have done so well?
Stock market strategists disagree, with JPMorgan's Thomas Lee telling investors to stay with cyclicals, especially technology, materials and industrial stocks, and Morgan Stanley's Jason Todd urging a move to more defensive stocks than those dependent on strong growth.
For the year, cyclical sectors are up the most: technology, 51 percent; materials, 43 percent; consumer discretionary companies like hotels and retailers, 33 percent; and industrial companies, 16 percent.

: 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

Bank of America (BAC) Hopes To Lure Top Shelf Talent By Paying Back TARP Loans

China Will Continue To Drive The Global Economic Recovery In 2010

Bank of America (BAC) To Repay Entire TARP Money

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

Credit Market Overview: Dec 3, 2009

Grab Some Northern Exposure With EWC

Unemployment Struggling To Turn A Corner As Job Losses Mount In November

Chicago Tribune Gail MarksJarvis column: Roundly differing views on cyclical stocks

The Florida Times-Union, Jacksonville, Mark Basch column: FIRST COAST TICKER: New Trailer Bridge CEO speaks up

The Florida Times-Union, Jacksonville, Mark Basch column: FIRST COAST TICKER: New Trailer Bridge CEO speaks up

UPI NewsTrack Quirks in the News

Garlic run smells like speculative bubble

Ensnared in the commercial real estate crisis

Evening Standard, London, market report column

MUFG, Morgan Stanley to revise plan to merge Japanese brokerage units

Economic Outlook: Knocking success

Sunrise to Bank of America: Clean up your act

Analyst Choice Issues Analyst Opinions on Ivanhoe Mines Ltd., Buckle Inc., H.J. Heinz Company, The TJX Companies Inc., Big Lots Inc. and Sysco Corporation

The Buckle, Inc. Reports Third Quarter Net Income

Morgan Stanley Smith Barney Hosts Reception and Special Presentation with Wall Street Veteran Carla Harris

Colm Kelleher to Speak at the 2009 Bank of America Merrill Lynch Banking and Financial Services Conference

RidgewaterEquity.Com Free Fundamental Sector &Amp; Market Research on NCR, PNM, NFX, WMT, MS and LUK

Morgan Stanley Smith Barney Hosts Reception and Special Presentation With Wall Street Veteran Carla Harris

CORRECTING and REPLACING Morgan Stanley Restructures Investment Management Unit to Focus on Institutional Client Base

Morgan Stanley Restructures Investment Management Unit to Focus on Institutional Client Base

Morgan Stanley Schedules Quarterly Investor Conference Call

RidgewaterEquity.Com Free Fundamental Sector &Amp; Market Research on MRX, RPM, BKE, NMR, BLL and SSL

Form 4 MACK JOHN J For: Nov 09 (10K)

Form 4 BUCKLE INC For: Oct 19 Filed by: HANSON KYLE (10K)

Form 4 KELLEHER THOMAS COLM For: Oct 07 (10K)

Form 4 NIDES THOMAS R For: Sep 01 (10K)

Form 4 GORMAN JAMES P For: Aug 11 (10K)

Form 4 HANCE JAMES H JR For: Aug 01 (10K)

Form 4 MORGAN STANLEY For: Jul 28 Filed by: PHILLIPS JR CHARLES E (10K)

Form 4 HANSON KYLE For: Jul 20 (10K)

Form 3 HANCE JAMES H JR For: Jul 01 (10K)

Form 4 MORGAN STANLEY For: Jun 11 Filed by: MITSUBISHI UFJ FINANCIAL GROUP INC (10K)