S&P Cuts Greece To Selective Default, Cites Collective-Action Clauses

February 28, 2012

S&P cuts Greece. Yes, there is a selective default. Whether or not that will become a trigger for a CDS payment is going to be determined on Wednesday. From the looks of things, the probability is that is Read more

The CBO Analysis of Obama Budget

February 28, 2012

Direct from the CBO. It appears as if there are some oddities and “holes” in this budget. Read what the CBO is saying…

An Analysis of the President’s Budgetary Proposals for Fiscal Year 2012

Each year, after the President releases his annual budget request in February, CBO analyzes the budget proposals and, using its own estimating procedures and assumptions, projects what the federal budget would look like over the next 10 years if those proposals were adopted. CBO usually provides those results in two Read more

Interesting Chart: News Mentions of “QE” and the S&P 500

February 28, 2012

I thought this was interesting. Even though there isn’t an absolute correlation between the two, there is a relationship that appears.

What I did was a count of the Bloomberg stories that mentioned “QE” and compared that the the weekly price of the S&P 500 index. You can see for yourself that that the notion of stimulus helps to Read more

Upcoming Economic Indicators For This Week

February 27, 2012

Compared to the last couple of weeks, this is week is heavy on eco reports. The ISM will be watched closely as will the initial claims. Next week the NFP employment report will be coming and this has been moving in a VERY positive direction.

Keep an eye on Tuesday as the housing price index from Case-Shiller will be released and the Conference Board’s Confidence Index.
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Natural GasAthon – Charts of Companies From This Week’s TDI Podcast

February 27, 2012

This week we had a detailed discussion with Frank Curzio about the potential for natural gas. Many of the companies that are involved with this commodity have been on fire. Below are charts of the companies that were the names that we focused on.

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