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Convertbond

  1. Bravo to the Wall St Journal, The Uncle Milty Memo online.wsj.com/article/SB1000…
  2. Where's the outrage? Four years after the failure of Lehman Brothers we still have banks in Spain lying to the public about their losses
  3. Must follow of the day @dkberman
  4. @KatyBurne Thanks Katy, I like your tweets
  5. @douglas_blake @thestalwart @speakerboehner @tomkeene $50 billion swap line increase from Fed to ECB, last Dec 21st was not bubble gum
  6. @TheStalwart @SpeakerBoehner @tomkeene Was Bernanke up on Capitol Hill Wednesday briefing Senators on our Bazooka options 4,helping Europe?
  7. German Isolation? It is clear that a demonstrable shift has taken place at the decision making table of Eurozone leaders in recent weeks
  8. Everyone is forgetting with the French and Greek elections on June 17th, Portugal has $15 bln bond maturity, biggest of the year
  9. RT @nikipedia777 RT @BizPost: Warrenn Buffett says free news isn't sustainable: Bloomberg businesspost.ie/#!story/Home/M… bit.ly/LPuAbd
  10. @PeterSchiff Greece / Spain more deflationary than Bernanke / Treasury inflationary, for now. Buy gold at the right time
  11. @TFMkts @ajinsight @trish_regan I think the Mr Market forces a bazooka by June 17th, Greek banks are in flames #Obama #election2012
  12. Nice evening on Lake George twitter.com/Convertbond/st…
  13. Due to lack of pledgeable collateral, most Greek bank funding from #ECB has been ELA, Emergency Liquidity Assistance, up 30% since April
  14. Cheap #eurozone Banks? Euro STOXX Banks Index moved 90 to 240 in 2009, back at 83 today #SX7E
  15. Spain's BBVA 5 year CDS was trading thru 2011 crisis wides, at 460 this week. SANTAN and SOCGEN were within 20 & 40 bps of 2011 wides
  16. German foreign minister Westerwelle "we can't solve a debt crisis by taking up new debts" #Eurobond
  17. Almost time to buy Junk? Investors pulled $3.05 billion from junk-bond funds globally in the week ended May 23, the most since August
  18. FOMC Minutes language more dovish than March meeting, several members indicated if recovery lost moment, additional stimulus possible
  19. In 2011, the richest 70 members of China's legislature had a net worth of $90 bln via @WilliamPesek #Corruption
  20. Bond Update: Europe Casts A Shadow on US Markets bit.ly/LAfyDo