Bruce Krasting
Bruce Krasting's Latest Articles | 196
What’s Fannie (FNMA) Worth?
How about Fannie’s stock of late? The low-high for May saw a 660%% swing. There were several days of +200Mn shares crossing hands. The stock fell off a cliff... Read »
Social Security: There’s No Good News in this Report Card
The Social Security Trust Fund has come out with its annual report. Some have looked at it and concluded that the relatively stable conditions at SS the past year... Read »
Bonds: There is a Vortex Risk in Front of Us
I got an email from a friend who runs money for a hedge fund that got my interest: may want to take a look at convexity vortex in mbs market and implications… “Convexity... Read »
Bernanke KIKs the Can
In February, when Ben Bernanke gave his report to Congress, he spoke of his concern about “Excessive risk taking”. On May 10 he repeated his warning: very low... Read »
Obamacare Bulge?
The Congressional Budget Office put conservative economic thinkers on their ass this week. In this Report (pdf), the CBO concluded that the US budget deficit is... Read »
Social Security: America’s Biggest Economic Problem
The Social Security Trust Fund annual report to Congress is due out this week. It will be discussed in the Press for a few days. Some of the things that will come... Read »
We’re in a Junk Bubble
The 1st Q was a boomer for junk. The best ever – by a long shot. U.S. Leveraged lending reached a quarterly record in 1Q13 Leveraged institutional lending hit... Read »
European Money Centers at Risk
What an interesting week. Monday brought a wave of righteous indignation over the thought of a haircut for Cypriot depositors, on Friday everyone is cheering the... Read »
Chief Actuary for Social Security – Raid the Retirement Fund!
Stephan Goss, the chief actuary for Social Security (SS) provided a detailed report on the status of the SS Disability Fund (DI) to the House of Representitives.... Read »
How Black Accounts Work – A Cyprus Connection?
A central criticism of the decision to seize a portion of the bank accounts in Cyprus is that the “bite” hits small guys who have accounts with a balance of... Read »
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Latest Posts
- Why Is New Home Construction Lagging?
- Free Us from Car Dealers
- Fed’s Recent Forecast Errors
- If You Give a State A Federal Reserve Bank (or two…)
- Investors Get The ‘Inside JOBS’ Treatment
- Bernanke Might be Driving in a Fog – Pimco’s Gross
- FedEx (FDX) Can’t Hold Gains After Bottom-Line Beat
- FOMC: The Door to Scaling Back Asset Purchases is Now Wide Open
- Stock Options Watch: MU, VNDA, MW
- Top Stocks Upgrades-Downgrades June 19, 2013
