NHF Weekly #11
Posted by NHF | Posted in NHF Weekly | Posted on 3:13 pm January 24, 2010
3
Are the bears out of hibernation?
Below is a PDF with the NHF weekly. Click on it for the 2 page report.
NHF Weekly 1-24-10
Featured Posts
OCC and OTS Mortgage Metrics Report Q3 2009 This report is the latest release from the Office of the Comptroller of the Currency and Office of Thrift Supervision on the mortgage industry and the stats on the performance. It is a great report that...
VIX Is Low There is an old saying on Wall Street that when the VIX is high you buy and when its low you go. For those unfamiliar with the VIX index it is the ticker symbol for the Chicago Board Options Exchange...
Alcoa Earnings Preview Alcoa kicks off earnings tonight. Obviously the industry that Alcoa falls into has been red hot as of late with the falling dollar. It will be interesting to see what the numbers look like. Below...
Shadow Inventory Put At 1.7 Million in 3Q A study done by First American Core Logic released by CAR (California Association of Realtors):
“Shadow Housing Inventory” Put At 1.7 Million in 3Q According to First American CoreLogic.
Summary:
As...
Will History Repeat? If so, SPY @ $52 A lot of happy people out there... or so it seems. The green shoots have bloomed into amazing profits at banks and a 60%+ rally in the market from the dark lows. I'll admit I've been a happy camper...
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Market News- It's not Friday (yet), but regulators close New York City's LibertyPointe Bank under a purchase and assumption agreement with a New Jersey bank, in the year's 27th bank failure. Estimated cost to the Deposit Insurance Fund: $24.8M. March 12, 2010
- Still more novelistic details emerging from the massive Lehman (LEHMQ.PK) examiner's report, on the firm's "Hail Mary" entreaties to Warren Buffett: The Berkshire chief pressed Dick Fuld about 10-K details, lost some confidence over a $100M problem in Japan that hadn't come up, and ultimately passed on investing. (earlier) March 11, 2010
- GMAC chief Michael Carpenter will reportedly get $9M for 2010 (all in stock) - roughly the full-year equivalent of what he was getting paid last year for his short tenure - and still Blankfein dollars, though some or all of the stock won't vest for years. (earlier) March 11, 2010
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Thanks for the weekly… and your rotation on thursday looks good so far. Although I feel like there may be a bounce this week.
Thats definitely what has happened the past 11 months with the bulls bouncing back. .. and they do have Apple tomorrow… We will see and be ready either way.
Glad that your liking the weekly
Forgot to mention in the weekly that MSFT is reporting Thursday after the close this week.