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Subs: “If”

If the Conservator declares a senior preferred stock dividend…….”

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Is Oil About To Spike Higher?

“Davidson” submits:

This chart looks interesting. Momentum investors look for levels at which price acceleration suddenly occurs and then try to trade it. The US$ could fall faster from this point if enough believe it will. Will it take $WTI higher?

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Subs: Vegas Rolling

Home prices up over 9% YOY and condo prices up over 11% YOY.  Supply is under 2mos

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Subs: Insiders Optimistic

There is a pretty steady accumulation of shares going on in the energy sector. Some are making massive multi million dollars bets on their company’s stock prices…

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Real Private GDP ~40% Higher Than The Real GDP

How can we have a record number of $SPY companies beating sales estimates, record profits and other record economic indicators with an economy growing just over 2%?? Maybe, just maybe, it’s because things aren’t as mediocre as they seem?

“Davidson” submits:

How do we achieve record employment, record earnings, record Personal Income, record Retail Sales, near record Industrial Production and still think that our economy is weak? The economic data from the St. Louis Fed speaks volumes and underscores the strength of the current economic cycle. Then, why the continued gloom?

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Subs: Saturday’s Links

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USD vs WTI

“Davidson” submits:

Markets continue to reinforce that the long-held inverse relationship between the US$ and $WTI(as well as many other commodities) remains intact.

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Chemical Barometer Predicted The Earnings Surge We Are Seeing

“Davidson” submits:

CAB hit new high this week, the earnings surge predicted by this index 14mos ago in US Industrial Sector is being reported today.

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Subs: Will Lockhart’s Comments Come Back to Haunt Government?

Below is the bolded section that is interesting.  In approving the damages claim to go ahead in the District Court, The Appellate court gave Lambreth some guidelines.

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Subs: Wednesday’s Links

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Carney Tries (and fails) To Claim The NYT and Rolling Stone “Smeared” Ugoletti

This is looks desperate…….

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Subs: Pzena Commentary

 

Richard Pzena: Pzena Investment Management, Inc – Chairman, CEO and Co-CIO

 

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Bove & Rosner on GSE’s

Bove and Rosner talk to CNBC about the GSE litigation

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T-Bills, Earnings and the US Dollar

“Davidson” submits:

T-Bill rates on a sharp rise as positive EPS surprise markets. T-Bill rates now at 1.17% and exceed Effective Fed Funds at 1.16%.

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GSE Docs Release Show Stunning Scope of Government Dishonesty

No matter what your take on the “legalities” of the government’s actions, these documents make it clear, beyond any doubt, that your government lied to you………..repeatedly.  It’s no wonder Treasury /FHFA lawyers fought so hard to keep these docs from plaintiffs.