Counterparty Risk Management Policy Group II

Cover Letter Addressed to Hank Paulson

SOURCE:
Counter-Party Risk
Management Policy Group II
Report, July 2005
http://www.crmpolicygroup.org/crmpg2/docs/CRMPG-II.pdf

$HSI - Hong Kong Hang Seng

$VLE - ValueLine Arithmetic

MEA - Metalico

SSRI - Silver Standard Resources, Inc.

Energy Information Agency - Natural Gas

Natural Gas Stores

Well, the information is out there... Looks like we are heading into that part of the year during which inventories begin to fall...

This week's report will be out tomorrow morning. On a side note, damn it's ugly out there! I mean Goldcorp (GG) under $17 bucks? Platinum in the $800's... As Joey Lawrence once said, "Whoa!"

SOURCE:
Energy Information Agency (EIA)
Weekly Natural Gas Report
http://www.eia.doe.gov/oil_gas/natural_gas/ngs/ngs.html
October 16, 2008

Mortgage Bankers' Assoc. - Weekly

I was going through the Economic Calendar for tomorrow. I went to The Mortgage Bankers Association (MBA) website and began poking around the place. I found the most recent report. Then I went back to November 2004, and checked out that information...

Two quick observations I find interesting:

2004 - % of total loans that are ARM's ~35%
2008 - % of total loans that are ARM's ~3%

2008 - One Year ARM = ~6.6%
2008 - 30 Year Fixed = ~6.5%

Mortgage Applications Report - November 2004


Mortgage Applications Report - October 2008


SOURCE:
Mortgage Bankers Association (MBA)
Weekly Applications Survey
http://www.mortgagebankers.org/NewsandMedia/PressCenter/65784.htm
October 15, 2008
November 10, 2004

DOW and S&P Long Term Before Crash

S&P 500


DJIA

$WTIC - Crude Oil

S&P 500 Stocks Above their 200 Day MA

S&P 500 Stocks Above their 50 Day MA

AUY - Yamana Gold

Yamana Gold

Various Murdered Names

Archer Daniels Midland


Cameco


Arch Coal


Mosaic

S&P 500