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"Lacker Says Fed May Not Need to Buy MBS Authorized" http://www.senseoncents.com/tag/lacker-says-fed-may-not-need-to-buy-mbs-authorized/ "the Federal Reserve will purchase a total of $1.25 trillion of agency mortgage-backed securities and up to $200 billion of agency debt." "Voting for...

I'm not sure they want to do that at all. They will just reverse repo their own treasuries and agency MBS with the MMFs. I doubt they will use their 'high' quality MBS and even if they do, as far as I know the counterparties are still entitled for the full payment in the case the collateral...

World trade seems to have bottomed http://www.cpb.nl/eng/research/sector2/data/trademonitor.pdf Whatever growth that comes from current levels will probably be weak as protectionist pressures prevail as the US-China mini war shows

Is this from Abby Joseph Cohen?Maybe she should hang out in the office of Jan Hatzius to get a clue

Heres why Greenspan is wrong on housing bottoming(Again) http://www.cnbc.com/id/15840232?video=1274816344&play=1

Being long equities before a huge crisis is not risky?I guess Schiff is not familiar with the concept of correlation. Did he honestly thought that ES could be cut by 2/3 and all his asian junk would be ok?

Julian Robertson on CNBC http://www.cnbc.com/id/15840232?video=1275040574&play=1 Is short UST bonds on a bet China and Japan stops buying, and maybe that Japan is forced to sell

This one might turn out to be the worst timed financial stock call of the rally

Seriously who is going to get Bubbles?His dad?

No wonder he says that, the guy runs a BROKERAGE

So the fed thought they were exempt from FOIA in that case. Whats the big deal?The government does this all the time(and they should), do you really think there should be sites called www.keyiraqmilitarybases.gov www.emergencyCIAplansduring911repeats.gov Its debatable whether they should...

Stock market is looking sick, but I'm not excited about buying more XLF puts unless ES breaks the 50MA(1005), it hasn't happened many times since the rally began so there will be a 'its different this time' tone to it when it does with all these numerous contrarian signals hanging around(Busiest...

This move in gold is still not totally explained by the usual 'Bernanke is trashing the dollar'. In many different currencies the metal has began to show signs of life http://www.galmarley.com/Chart_pages/currency_charts.htm It looks like its outperforming the DX currencies against the USD...

Some things from the FOMC statement This is a bit hawkish 'However, it indicated it is slowly retiring some of the tools used to fight the crisis, saying it would “continue to employ a wide range of tools to promote recovery” rather than “all available tools” as in past months.'...

Dale, How are the inflationary/deflationary pressures in the brokerage industry btw?

UST bonds, Fed futures and eurodollars taking off. I'm not sure the market fully understands this though "The Committee will gradually slow the pace of these purchases in order to promote a smooth transition in markets and anticipates that they will be executed by the end of the first quarter...

Marc Faber seems to be on crack. His theory seems to be that the equity market is rallying because of all the monetary base printing(essentially the fed balance sheet) asset markets are rallying in fears of inflation which would take everything up in nominal terms. He fails to answer why is that...

Lots of crying about Bernanke but not much in real actual arguments. What money printing he is referring to? http://research.stlouisfed.org/publications/mt/page6.pdf

What he said

Maybe this is why Bernanke ok'ed Geithner's QE move. Montary aggregates are plunging latetly(probably due the additional tightening of bank credit standards) http://research.stlouisfed.org/publications/mt/page6.pdf Therefore the necessary amount of QE needed to keep the money supply stable...