seamus Posted January 9, 2004 Report Share Posted January 9, 2004 MBS market getting annihilated Link to comment Share on other sites More sharing options...
Guest jrmfl Posted January 9, 2004 Report Share Posted January 9, 2004 machine, so far so good... let's see how this "develops". our thesis is looking fairly sane. Link to comment Share on other sites More sharing options...
machinehead Posted January 9, 2004 Report Share Posted January 9, 2004 MBS market getting annihilated Tell us more ... you're speaking of spreads to Treasurys? Repayment assumptions changing? Link to comment Share on other sites More sharing options...
Bearbones Posted January 9, 2004 Report Share Posted January 9, 2004 I see the dollar at 1.28 to the euro almost 77 cents to the Aussie $ Link to comment Share on other sites More sharing options...
DrStool Posted January 9, 2004 Report Share Posted January 9, 2004 This post is primarily for regular Capitalstool.com visitors who choose not to be subscribers. As the old year ended, along with it came the end of major ad campaigns by Fidelity and Ameritrade. The result was a 75% reduction in ad revenue, and a 25% reduction in total revenue to the site. Let's face it, websites with a bearish perspective are not real poopular these days. So adding subscribers has not been a real picnic either. I could yell from the tallest mountain that the market is going up, and most would not care, bulls would laugh and throw bullchips, and my best bear pals would be pretty annoyed. Consequently, I have reinstalled the Support The Stool button, at the lower right of the forum. There are two major ways you can support the Stool. The best way is to subscribe to the Anals or Stooltrading. If you have any doubt about whether that would be worth it, just ask the hundreds of subscribers who particpate on this board. I know they will give you an honest answer. But whether you choose to do that or not, you can support the continued operation of your message boards by using that Support The Stool button regularly. If everybody who came to this board on a regular basis contributed just $5 per month, or if the 10% of you who can easily afford it contributed $50 per month, that would make all the difference in the world. Hopefuly the need will be only temporary. In the meantime, I am always working on developing new value added features that will be free for everyone, that I know you will enjoy. There's a new Feature announcement coming soon. Many tanks for your support! Doc Link to comment Share on other sites More sharing options...
seamus Posted January 9, 2004 Report Share Posted January 9, 2004 Tell us more ... you're speaking of spreads to Treasurys? Repayment assumptions changing? OAS spreads gapped out up to 15 bps after the #....now back in to a couple wider Link to comment Share on other sites More sharing options...
GregFokker Posted January 9, 2004 Report Share Posted January 9, 2004 Anyone have r/t on the USD Index? Seamus? Link to comment Share on other sites More sharing options...
Bearbones Posted January 9, 2004 Report Share Posted January 9, 2004 Tell us more ... you're speaking of spreads to Treasurys? Repayment assumptions changing? People with mortgages, jobs at coolie wages, with high oil and natural gas bills, and higher real estate taxes may have a problem owning a mcmansion. That should result in higher prepayment assumptions on mortgages if foreclosures become epidemic. Link to comment Share on other sites More sharing options...
GregFokker Posted January 9, 2004 Report Share Posted January 9, 2004 Hearing 85.22 Link to comment Share on other sites More sharing options...
ellipse Posted January 9, 2004 Report Share Posted January 9, 2004 oil 34.53 nat gas 7.39 Link to comment Share on other sites More sharing options...
DrStool Posted January 9, 2004 Report Share Posted January 9, 2004 85.30 Link to comment Share on other sites More sharing options...
machinehead Posted January 9, 2004 Report Share Posted January 9, 2004 Next month's jobs report: "The economy lost 306,000 jobs. Meanwhile, on the brighter side, the unemployment rate dipped unexpectedly to 5.3%." Too absurd. Economics is fiction written by a committee. Link to comment Share on other sites More sharing options...
DrStool Posted January 9, 2004 Report Share Posted January 9, 2004 Link to comment Share on other sites More sharing options...
Guest jrmfl Posted January 9, 2004 Report Share Posted January 9, 2004 Next month's jobs report: "The economy lost 306,000 jobs. Meanwhile, on the brighter side, the unemployment rate dipped unexpectedly to 5.3%." Too absurd. Economics is fiction written by a committee. it's all fiction by proxy. beyond absurd. beyond insane. what lies beyond? Link to comment Share on other sites More sharing options...
DrStool Posted January 9, 2004 Report Share Posted January 9, 2004 Do the people believe all the goddam lies the Ministry of Economic Disinformation spews, or do they smell the rat? Link to comment Share on other sites More sharing options...
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