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  • German finmin Wolfgang Schaeuble rejects speculation that Spain is about to request that the eurozone's bailout fund buy its bonds. While the country's high interest rates are "painful," it is "not the end of the world if you have to pay a few percent more at a few bond auctions," Schaeuble told the Welt am Sonntag newspaper.  [View news story]
    Total government revenue of approx $375B over the last 4 quarters
    Jul 29, 2012. 09:46 AM | 1 Like Like |Link to Comment
  • Chinese RTOs Covertly Going Private [View article]
    Adam -
    SEC form 13G includes the following certification:

    "By signing below I certify that, to the best of my knowledge
    and belief, the securities referred to above were acquired and
    are held in the ordinary course of business and were not
    acquired and are not held for the purpose of or with the
    effect of changing or influencing the control of the issuer of
    the securities and were not acquired and are not held in
    connection with or as a participant in any transaction having
    that purpose or effect."

    Do you think this certification is consistent with your theory? If not are you suggesting the AER Advisor filings with the SEC are inaccurate or worse fraudulent?

    Thanks for your continued thoughts on
    May 22, 2012. 07:47 AM | 2 Likes Like |Link to Comment
  • Why Hatteras' Earnings Report Signals Another Possible Dividend Reduction May Be Forthcoming [View article]
    On the earnings call management said that the equity raise was quickly reinvested at a spread of approximately 175bps (vs portfolio spread of 158bps on 3/31) and that the current market was approximately 160-165bps. I don't see a need for additional dividend cuts based on these numbers. Additionally, leverage will return to a level similar to prior quarters once new purchases settle (7.5x +/- 50bps).
    Apr 25, 2012. 11:09 AM | 3 Likes Like |Link to Comment