Samples


We offer the following samples of our work. You can click on the links at right to view samples from a particular category.

Posted in Charts of the Week, Public Appearances, Samples

Open Conference Call Presentation/Charts of the Week
Topics Covered This Week Include:

  • QE 1A
  • The Federal Reserve’s Holdings Of Government Securities
  • Big Owners Of Government Securities
  • Should We Worry About Deflation?
  • Owners’ Equivalent Rent: An Update
  • Economic Indicators That Lead vs. Coincident
  • ECRI – Slowdown or Double Dip?
  • Economic Indicators That Lead
  • Do Stocks Predict Recessions?
  • Explaining Company Guidance
  • Does Company Guidance LEAD The Economy?
  • Does Company Guidance LEAD The Stock Market?
    Posted in Public Appearances, Samples, Special Reports

    Open Goldman, Greece And Government Audio link to conference call Webcast
    A transcript of the April 29, 2010 conference call.

    Posted in Public Appearances, Samples, Special Reports

    Open When Will The Banks Start Lending? Audio Link of Conference Call
    A transcript of the January 15, 2009 conference call.

    Posted in Charts of the Week, Public Appearances, Samples

    Open Conference Call Presentation/Charts of the Week
    Topics Covered This Week Include:

    • Almost $1Trillion In Losses
    • Banks Are Lending!
    • Measuring Credit Creation
    • Measuring The Size of Securitization – 1
    • Measuring The Size of Securitization -2
    • The Credit Crisis: The Largest Outlay In American History
    • The Federal Reserve
    • It Is All The Same Trade
    • The Stock Market Decline Now Rivals The 1930s
    • Credit Spreads Are At Their Worst Levels
    • Muni Spreads – Still At Panic Levels
    • Agency Spreads And Foreign Buying
    • Mortgage Rates And Spreads
    • Medicated Market – Commercial Paper
    • Medicated Market – LIBOR And The TED Spread
    Posted in Public Appearances, Samples

    Open Financial Markets Outlook
    Federal Reserve of Chicago,  Economic Outlook Symposium

    Posted in Public Appearances, Samples, Special Reports

    Open The Latest On Credit And Deleveraging Audio Link of Conference Call
    A transcript of the November 20, 2008 conference call.

    Posted in Charts of the Week, Public Appearances, Samples

    Open Conference Call Presentation/Charts of the Week
    Topics Covered This Week Include:

    • Summary/Conclusion – The Beginning Of The End
    • The Credit Crisis: The Largest Outlay In American History
    • Almost $1 Trillion In Losses
    • Three Months To Remember
    • The Federal Reserves Exploding Balance Sheet
    • The Federal Reserves Exploding Discount Window
    • The Economy Stopped In October
    • It Is All The Same Trade
    • ABX/CMBX Get “TARPed”
    • Medicated Market – LIBOR And The TED Spread
    • Medicated Market – Commercial Paper
    • Repo Still Not Healthy
    • Agency Spreads – All About The Chinese
    • Mortgage Spreads – Not Getting Worse
    • Muni Spreads – Still At Panic Levels
    • Credit Spreads Are At Their Worst Levels
    • Stock Market Decline Now Rivals 2000 to 2002
    Posted in Public Appearances, Samples

    Open Understanding What Happened
    Atlanta Presentation Package

    Posted in Public Appearances, Samples

    Open Credit or Inflation, The Fed’s Dilemma
    June 26, 2008 InCapital Presentation Package.

    Posted in Public Appearances, Samples

    Open Credit, Monolines And Auditors: Updating The Credit Crisis Audio Link of Conference Call
    February Conference Call Presentation Package.

    Posted in Public Appearances, Samples

    Open Credit Stress And The Fed’s Response
    September 11 San Francisco Presentation Package.

    Posted in Public Appearances, Samples

    Open Low Volatility Everywhere, Some Causes Audio Link of Conference Call
    February Conference Call Presentation Package.

    Posted in Public Appearances, Samples

    Open Correlated Markets And Central Banks
    June Conference Call Presentation Package.

    Posted in Public Appearances, Samples

    Open Operating in a Flat Yield Environment
    Presentation to the ACLI Conference, Naples Florida.

    Posted in Public Appearances, Samples

    Open The State of the Hedge Fund Marketplace
    Conference Presentation Package.

    Posted in Public Appearances, Samples

    Open Outlook For Interest Rates The Yield Curve, Fed Policy And Credit Spreads
    General Presentation Package.

    Posted in Public Appearances, Samples

    Open November 2004 Presentation Package
    Presentation package used in a conference call on November 18, 2004.

    Posted in Public Appearances, Samples

    Open February 2004 Presentation Package
    Presentation package used in a conference call on February 12, 2004.

    Posted in Public Appearances, Samples

    Open March 2003 Presentation Package
    Presentation package used in a conference call on March 19, 2003.

    Posted in Public Appearances, Samples

    Open October 2002 Presentation Package
    Presentation package used in San Francisco on October 2, 2002.