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Portfolio Journal

Tuesday, May 6, 2008

What I'm Reading

Medvedev Boxed In by Oil as Putin Bequeaths Economic "Dead End"

Fed Survey Shows More U.S. Banks Tighten Loan Terms

Updated Year-End S&P 500 Price Targets

Sales Tax Collections Decline in Most States

Jitters in the Eurozone

Will BofA-Countrywide Deal Get Done?

Economists Look for ECB Signal on Rates - I'm short EUR/USD but I doubt anything new will come out of this meeting

Shorting Puts - Interesting...

Commodity Prices in Historical Perspective

A little Yield Analysis

YoY NFP - A little different take

More on Earnings Expectations

Bulltrap: ABCP and Level 3 Bombs

Time for money market funds to help - Good article from FT that explains why "banks afraid to lend to other banks" is wrong

NYSE April Month End Short Interest

Some Signs of an Upturn for the Dollar

Disconnect

TED Spread is Improving

Housing Burst Duration

What's behind the Slide in Gold and Silver?

May 4th Got Gold Report - Money flows are increasing into SLV (current holding) as the price has declined

Dollar Demand is Strong Among European Banks

Brics offer investors a varied harvest

Wrong time to enter vulture business
Posted by Ryan at 11:47 AM
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