Larry Livingstone's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/229583/comments http://seekingalpha.com/article/164011-market-outlook-bill-gross-has-it-exactly-right?source=feed#comment-699641 699641 www.federalreserve.gov.../
Total treasury securities held by banks at the end of Q2 is only $125.4B...how do you explain this large difference?]]> Fri, 02 Oct 2009 07:19:02 -0400 www.federalreserve.gov.../
Total treasury securities held by banks at the end of Q2 is only $125.4B...how do you explain this large difference?]]> http://seekingalpha.com/article/131947-low-short-rate-trend-don-t-blame-china-or-anticipated-fed-qe?source=feed#comment-471871 471871
Thx much]]> Tue, 21 Apr 2009 18:44:57 -0400
Thx much]]> http://seekingalpha.com/article/129509-expect-oil-s-crack-spread-to-widen?source=feed#comment-455234 455234 Tue, 07 Apr 2009 15:08:28 -0400 http://seekingalpha.com/article/122567-bond-expert-wednesday-outlook?source=feed#comment-403042 403042
Great stuff every day, thank you!
How do you explain the 30 year swap still being so negative? I thought that the move in Yen was a driver behind the move lower in spreads but obviously this has not proved out...
Do you think that the change in how insurance companies discount their obligations based on the swap and not the treasury rate has something to do with this?

Thx much!]]> Wed, 25 Feb 2009 11:13:35 -0500
Great stuff every day, thank you!
How do you explain the 30 year swap still being so negative? I thought that the move in Yen was a driver behind the move lower in spreads but obviously this has not proved out...
Do you think that the change in how insurance companies discount their obligations based on the swap and not the treasury rate has something to do with this?

Thx much!]]> http://seekingalpha.com/article/122416-bond-expert-tuesday-wrap?source=feed#comment-402523 402523
Great stuff every day, thank you!
How do you explain the 30 year swap still being so negative? I thought that the move in Yen was a driver behind the move lower in spreads but obviously this has not proved out...
Do you think that the change in how insurance companies discount their obligations based on the swap and not the treasury rate has something to do with this?

Thx much!]]> Wed, 25 Feb 2009 07:28:21 -0500
Great stuff every day, thank you!
How do you explain the 30 year swap still being so negative? I thought that the move in Yen was a driver behind the move lower in spreads but obviously this has not proved out...
Do you think that the change in how insurance companies discount their obligations based on the swap and not the treasury rate has something to do with this?

Thx much!]]> http://seekingalpha.com/article/120901-don-t-short-the-fed-yet?source=feed#comment-392039 392039 Tue, 17 Feb 2009 10:59:47 -0500 http://seekingalpha.com/article/120547-why-china-can-t-dump-u-s-treasuries?source=feed#comment-390834 390834 Mon, 16 Feb 2009 14:35:41 -0500 http://seekingalpha.com/article/118806-u-s-dealing-with-a-boatload-of-debt-moody-s?source=feed#comment-380166 380166 Sun, 08 Feb 2009 16:40:35 -0500 http://seekingalpha.com/article/117946-fed-monetizes-debt-leading-investors-to-embrace-gold?source=feed#comment-377095 377095
Thx


On Feb 02 04:04 PM Skeptik wrote:

> Yes, the Fed increased their Holdings of US Treasury Bonds and Notes
> by $2.423 billion during the week, with $921 million of net new purchases
> of Treasury Notes within the 5-Year, and 10-Year, ‘maturity distribution’.
> ]]> Thu, 05 Feb 2009 12:08:26 -0500
Thx


On Feb 02 04:04 PM Skeptik wrote:

> Yes, the Fed increased their Holdings of US Treasury Bonds and Notes
> by $2.423 billion during the week, with $921 million of net new purchases
> of Treasury Notes within the 5-Year, and 10-Year, ‘maturity distribution’.
> ]]> http://seekingalpha.com/article/117946-fed-monetizes-debt-leading-investors-to-embrace-gold?source=feed#comment-373729 373729 www.federalreserve.gov.../]]> Mon, 02 Feb 2009 15:43:41 -0500 www.federalreserve.gov.../]]> http://seekingalpha.com/article/93709-winter-heating-oil-nat-gas-and-crude-oil-preview?source=feed#comment-248327 248327 Also, do you know if there is an exchange out there that lists a spread between Natural Gas and heating oil? That ratio is around 45% lower than the hostroical norm and with 85% historic correlation, should revert to the mean over time...
]]> Mon, 08 Sep 2008 11:06:33 -0400 Also, do you know if there is an exchange out there that lists a spread between Natural Gas and heating oil? That ratio is around 45% lower than the hostroical norm and with 85% historic correlation, should revert to the mean over time...
]]> http://seekingalpha.com/article/81720-tracking-crack-spreads?source=feed#comment-210634 210634
Great article. With the crack spread on gasoline for Oct trading at around $0.33...wouldn't you say this is a good time to buy the spread? P.S. you said that buying the spread entails buying crude and selling gasoline but in essence you want to sell crude and buy gas to bet that either crude price will fall or gas price will rise or both right? or am i missing something here?]]> Mon, 21 Jul 2008 11:22:09 -0400
Great article. With the crack spread on gasoline for Oct trading at around $0.33...wouldn't you say this is a good time to buy the spread? P.S. you said that buying the spread entails buying crude and selling gasoline but in essence you want to sell crude and buy gas to bet that either crude price will fall or gas price will rise or both right? or am i missing something here?]]>