TF Market Advisors

Friday, June 17, 2011

Restructuring Credit Event and Repudiation

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Restructuring Credit Event and Repudiation There has been so much market chatter about what would constitute a Credit Event for a Greek rest...
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Thursday, March 24, 2011

Nero's Fiddle And Obama's Golfclubs

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I'm not sure what was going through Nero's mind at the time, but for posterity he is known as the leader who played a fiddle while t...
Tuesday, November 16, 2010

EFSF: Dramatically Exaggerated Headline and Slippery Slope Funding Mechanism

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The markets greeted news of the eurozone stability measures in May exactly how the EU ministers and the IMF undoubtedly had hoped for – with...
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Tuesday, November 9, 2010

It is NOT rocket science

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QE2 is not rocket science, it is a lot more confusing than that. More and more people are coming out publicly against it. There are a myriad...
Monday, November 1, 2010

"Don't Fire Until You See the Whites of Their Eyes"

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In many ways this single quotation sums up much of what makes America great. At Bunker Hill, a group of American soldiers facing a much bett...
Tuesday, October 26, 2010

Hope for shorts?

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The market continues to be very difficult to trade from the short end. Thursday and yesterday both gave some hope to shorts as equities were...
Tuesday, October 19, 2010

Where is AIG?

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Stocks of the monoline insurers are up 10% to 25% in a week as stories of mortgage putbacks have become front page news. Hedge funds, instit...
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