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Edwin Coppock, Fed Fund Rates and The Dow.
Aha there you are readers, I couldn't see you, hidden behind all that steam rising from the cups of mulled wine. A warm welcome to the last letter for 2007 - did I hear cheers and whoops of delight?...
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A Christmas Special - An Occasional Letter From The Collection Agency
A Beginners Guide To Credit Default Swaps We hear and see the alphabet of the derivatives world thrown around with gay abandon, like so much confetti at the Brides third (and definitely for the last...
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Be Prepared - A Note From The Collection Agency
A happy New Year to one and all.I want to send you a quick note with a warning of possible Federal Reserve action with regard to Federal Fund Rates.Today saw an openly acknowledged meeting of the...
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Citigroup – Opportunity or Death Rattle?
Citigroup – Opportunity or Death Rattle?It’s not very often you will find me focusing on one share but something rather important has happened to Citigroup [C].Firstly let me explain I am not, most...
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Automobile Wreckage. It Isn’t Just Ford and GM - An Occasional Letter From...
Automobile Wreckage. It Isn’t Just Ford and GMContained, they said. No spillover from the financial collapse, they said. The consumer is resilient and will continue spending, they said. Who are “they”...
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The Collection Agency – Weekly Report
The Collection Agency – Weekly Report10th February 2008Welcome to The Collection Agency Weekly Report, a new way to present my thoughts on the macro-economic outlook and the possible effects on...
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AIG Get Caught By The Auditors
12th February 08Boy you could here the squeals of pain all the way down Wall St. Getting caught by the auditors is the risk you take when you start playing with exotic instruments and “forget” to let...
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Weekly Report 18th February 2008
The Collection Agency – Weekly Report18th February 2008Welcome to the weekly report. As another bond market fails due to a dearth of buyers and a lack of support from Market Makers, I want to have a...
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Whoever Heard Of A Risqué Virgin?
Whoever Heard Of A Risqué Virgin?It was that hour between the FTSE cash closing and FTSE futures closing and I was bored. I don’t trade that hour, it’s too illiquid and can cost you a days earnings if...
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The Weekly Report 25th February 2008
The Collection Agency - Weekly Report25th February 2008Welcome to the weekly report. The turmoil in credit markets continues and attention moves to CDS, the Federal Reserve gets worried about its...
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Did Mr Bernanke's Speech To Congress Mislead The People?
Did Mr Bernanke's Speech To Congress Mislead The People?Mr Bernanke went to congress to deliver the semi annual Monetary Policy Report today. For those of us who have the stomach to read the text of...
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The Weekly Report - 3rd March 2008
The Collection Agency - Weekly Report3rd March 2008Welcome to the Weekly Report. Buzz words abound in the mainstream and financial media and the habit is spreading to the bloggers and writers some of...
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Weekly Report 9 March 2008
The Collection Agency - Weekly Report9th March 2008Welcome to the Weekly Report. This week the Federal Reserve made its intentions clear and set a course into uncharted waters, taking the US citizen to...
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Pre-emptive warning of a major banking crisis
An Occasional Letter From The Collection AgencyPresents aPre-emptive warning of a major banking crisisWhen asked what represented the greatest challenge for a statesman, British Prime Minister Harold...
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The Weekly Report 16 March 2008
The Collection Agency - Weekly Report16th March 2008Welcome to the Weekly Report. Events are moving at an accelerated pace requiring further Central Bank intervention as Hedge funds and Investment...
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A Reply to John Mauldin’s Outside The Box - Let’s Get Real About Bear
An Occasional Letter From The Collection AgencyA Reply to John Mauldin’s Outside The Box - Let’s Get Real About BearI have been, and still am, a long time fan of John Mauldin (JM). I enjoy his take on...
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Weekly Report 23 March 2008
The Collection Agency - Weekly Report23rd March 2008Welcome to the Weekly Report. Firstly a big thank you for the interest in this article. From the reaction I have seen, it looks like I put into print...
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The Federal - Structured Investment Vehicle - Reserve LLC
The Federal - Structured Investment Vehicle - Reserve LLCResearch Note and Outlook From The Collection AgencySo, in the end the Fed decided to copy Enron and become a Special Purpose Vehicle, more...
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Moral Hazard, Merrill Lynch, Goldman Sachs, Spiders and Margin requirements
Moral Hazard, Merrill Lynch, Goldman Sachs, Spiders and Margin requirementsNow if that title doesn't cause Google bots to have a happy hour I don't know what will? There is a lot of talk about moral...
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The Weekly Report - 30th March 2008
The Weekly Report30th March 2008Welcome to the Weekly Report. Click on the link for my update on Moral Hazard written for Livecharts earlier this week. Stress continues to increase across all markets,...
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