thesession's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/54216/comments http://seekingalpha.com/article/86255-on-liquid-courage-david-brooks-and-jim-grant?source=feed#comment-211744 211744 Tue, 22 Jul 2008 15:24:36 -0400 http://seekingalpha.com/article/84911-tax-rebates-helping-americans-pay-down-credit-card-debt?source=feed#comment-205436 205436
"Aggregate outstanding principal receivables... increased $11.6 billion to $442.4 billion in May, which is the highest level recorded by the index, from $430.8 billion in April."

"Principal receivables had been trending up since the first quarter of 2006 reporting a year-over-year increase of approximately 11.5% for May"]]> Mon, 14 Jul 2008 16:19:03 -0400
"Aggregate outstanding principal receivables... increased $11.6 billion to $442.4 billion in May, which is the highest level recorded by the index, from $430.8 billion in April."

"Principal receivables had been trending up since the first quarter of 2006 reporting a year-over-year increase of approximately 11.5% for May"]]> http://seekingalpha.com/article/80319-green-bio-refining-up-solar-stocks-down?source=feed#comment-180270 180270 Fri, 06 Jun 2008 09:29:59 -0400 http://seekingalpha.com/article/78264-commodities-prices-speculation-exposed?source=feed#comment-171656 171656 Thu, 22 May 2008 09:11:48 -0400 http://seekingalpha.com/article/76381-is-oil-bubbling-over?source=feed#comment-164430 164430
it increases the quantity demanded... but not demand. ]]> Thu, 08 May 2008 17:42:20 -0400
it increases the quantity demanded... but not demand. ]]> http://seekingalpha.com/article/75129-what-s-behind-consumer-spending?source=feed#comment-160109 160109 Thu, 01 May 2008 11:33:31 -0400 http://seekingalpha.com/article/71669-35-stocks-that-ben-graham-would-like-here?source=feed#comment-147853 147853 Wed, 09 Apr 2008 16:06:37 -0400 http://seekingalpha.com/article/71712-indexing-our-global-market-portfolio?source=feed#comment-147707 147707 Wed, 09 Apr 2008 11:57:32 -0400 http://seekingalpha.com/article/71719-options-trader-wednesday-outlook?source=feed#comment-147701 147701 Wed, 09 Apr 2008 11:48:32 -0400 http://seekingalpha.com/article/70345-are-reit-s-fairly-valued?source=feed#comment-132911 132911 Fri, 28 Mar 2008 09:21:23 -0400 http://seekingalpha.com/article/69640-double-whammy-bank-card-companies-may-be-next?source=feed#comment-131733 131733
Financing of these portfolios is all time highs. I think you really have to watch the performance trends in the CC portfolios to call this one, most important being "excess spread".

They provide that data on their websites, so follow the trends.]]> Wed, 26 Mar 2008 09:41:37 -0400
Financing of these portfolios is all time highs. I think you really have to watch the performance trends in the CC portfolios to call this one, most important being "excess spread".

They provide that data on their websites, so follow the trends.]]> http://seekingalpha.com/article/67104-thornburg-s-a-huge-bargain-after-monday-s-crash?source=feed#comment-122610 122610 Wed, 05 Mar 2008 17:40:36 -0500 http://seekingalpha.com/article/66636-mortgage-reits-ignore-gaap-it-s-all-about-the-cash?source=feed#comment-120583 120583 Fri, 29 Feb 2008 08:43:33 -0500 http://seekingalpha.com/article/66442-newcastle-s-need-for-liquidity-puts-the-dividend-at-risk?source=feed#comment-120113 120113
More interesting to know... were they "forced sellers" or "opportunistic sellers"?

And then, hopefully they can reinvest some of that into higher yeilding assets. Buying opportunities will be good once markets stabalize a little more. ]]> Thu, 28 Feb 2008 09:09:46 -0500
More interesting to know... were they "forced sellers" or "opportunistic sellers"?

And then, hopefully they can reinvest some of that into higher yeilding assets. Buying opportunities will be good once markets stabalize a little more. ]]> http://seekingalpha.com/article/65586-financials-offer-patient-bulls-many-opportunities?source=feed#comment-117883 117883 Fri, 22 Feb 2008 13:26:39 -0500 http://seekingalpha.com/article/65586-financials-offer-patient-bulls-many-opportunities?source=feed#comment-117882 117882
They are experiencing major hits to future earnings from vast majority of their businesses (with the exception of maybe brokerage and advisory business, most others are dead). That will hurt. ]]> Fri, 22 Feb 2008 13:22:04 -0500
They are experiencing major hits to future earnings from vast majority of their businesses (with the exception of maybe brokerage and advisory business, most others are dead). That will hurt. ]]>