BretRosenthal10:19am via HootSuite
RT @zerohedge: Yup: the revisions are here: New Orders down from 57.6 to 54.8, Employment from 55.1 to 54.8. NFP to be revised lower next
BretRosenthal10:02am via HootSuite
January Consumer Confidence 61.1 vs 67.0Briefing.com consensus; December 64.8 Econ #s weak explains Ben B. Dove comments last week.
BretRosenthal9:53am via HootSuite
PMI figures released to a limited group 3 [...]
Top Shelf Tweets:Weak Economic Numbers, Dovish Ben Bernanke, Massive Chinese Gold Buying,The End of the Petrodollar,US Bank Credit Curves Improve
January 31st, 2012Microsoft (MSFT) A No Brainer Trade for 2012
January 20th, 2012MSFT Microsoft: Color on qtr (28.12 ) Courtesy of Briefing.com
FBR Capital Markets notes, last night MSFT reported decent F2Q12 results, with revenue generally in line with expectations and EPS better than consensus. Expectations for the Windows and Windows Live division (WWLD) were tempered given the disruption caused by the floods in Thailand, but MSFT failed [...]
Credit Market Update: CDS Credit Curves of Key US Banks Are Now Positively Sloped Reducing Major Equity Market Risk
January 20th, 2012…
Guest Post: MJ The Credit Guru
Was Pollyanna Invited to the Party?
Summary
Risk of a European nightmare occurring has materially declined…
US Bank Credit Curve are Positively Sloped…DRAMATICALLY reducing their risk of default within the next year.
Last week we stated “….Bank equities and credit will give up this year’s gains unless the bank CDS curves [...]
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