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Morgan Stanley (MS)

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Instablog posts on MS

  • Why I See a Near-Term Setback in Real Estate by Markos Kaminis
      An ugly trend in the Mortgage Bankers Association's Weekly Applications Survey has real estate warning sirens blowing again. As the result of a relationship we see between mortgage activity and the First-Time Homebuyer Tax Credit, we are looking for a near-term pull back in the... More »
    November 20, 2009 • TOL, HOV, BZH
  • Leveraged ETFs: More Regulation by Don Dion
    The Royal Bank of Canada has put additional restrictions on double- and triple-leveraged ETF products. In addition to providing a possible glimpse of what's to come in the U.S., the move underscores the risk and complexity of these ETFs, something investors should…READ MORE To access my... More »
    November 17, 2009 • FAS, FAZ, UBS
  • Sheila Bair Slams Bailout as FDIC Hands Taxpayers 3rd TARP Loss by Linus Wilson
    Another Friday and another bank that was deemed “healthy” by regulators and the U.S. Treasury sees its bailout shares wiped out.  Taxpayers this time lost $4.1 million as the Federal Deposit Insurance Corporation (FDIC) seized the southern California Pacific Coast National... More »
    November 15, 2009 • CORS, MS, GS
  • Floaters and the Yield Curve by Bernard Thomas
     As I expected, the 10-year treasury was very well received. The bid to cover ratio was a string 2.81 versus an average of 2.61 for the last 10 auctions. The indirect bidders (which includes foreign central banks) came it at 47.3% versus a prior 47.4%. The 30-year auction was a bit softer... More »
    November 15, 2009 • C, MS, BAC
  • ETFs for Wall Street Survivors Prosper by Don Dion
    Wall Street survivors like Goldman Sachs (GS) and JP Morgan Chase (JPM) have survived the crush of recession and are profiting on the upside. ETFs like the iShares Dow Jones U.S. Broker-Dealers Index Fund (IAI) and the RevenueShares Financials Sector ETF (RWW), heavily weighted... More »
    November 11, 2009 • IAI, RWW, GS
  • An End to Too-BIg-To-Fail by Alan Young
     Last Friday, Sen. Bernie Sanders (I-Vt.) introduced legislation that would make the Treasury Department identify and break up financial institutions that are "too big to fail."   Sanders' legislation would give Treasury Secretary Timothy F. Geithner 90 days to compile a list... More »
    November 11, 2009 • GS, JPM, WFC
  • An abundance of gasoline - A Thanksgiving Day tradition by Bob van der Valk
    Dateline:  Terry, MontanaNovember 10, 2009The U.S. and Canadian major oil companies will be drowning in crude oil by the end of this year if they keep operating at their current rates. They are already swimming in crude oil and finished products inventories with refineries running at... More »
    November 10, 2009 • BP, GS, MS
  • Bank of America is Ready to de-TARP by Linus Wilson
    Dick Bove, the banking analyst from Rochdale Securities, gave Bank of American (BAC) shareholders a scare when he wrote in a research note that the government would require BAC to raise $45 billion more in common equity capital prior to allowing it to pay back the monies it received from the... More »
    November 1, 2009 • BAC, WFC, GS
  • New & Existing Home Sales - Foreclosures Distinguish by Markos Kaminis
    New Home Sales were reported down 3.6% in September, and measured well below economists' expectations. This unexpected disappointment sank stocks on October 28th, as one would expect it might. The Dow Jones Industrials Index slumped 1.21%, while the S&P 500 moved 1.95% lower on the day.... More »
    October 29, 2009 • DHI, CHCI, SRS
  • World Series of crude oil to decide the winner for winter gasoline prices by Bob van der Valk
    World Series of crude oil to decide the winner for winter gasoline prices Dateline:  Terry, Montana October 26, 2009 10:30 AM MDTThe two teams for the upcoming World Series of crude oil have been decided.  The first team is made up of speculators and hedge fund advisors with... More »
    October 26, 2009 • GS, MS, OIL

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