Case Shiller and Confidence

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http://www.bloomberg.com/apps/news?p...d=a3UlaRfevaA4

Nov. 24 (Bloomberg) -- Hedge funds are about halfway done selling securities to reduce their use of borrowed money and may unload $200 billion more to complete the process, according to managers surveyed by Sanford C. Bernstein & Co.

The survey found that 63 percent of hedge-fund managers said the sale of assets to cut leverage was at least half completed. Twenty-three percent said the process was three- quarters finished, New York-based Bernstein said.

The amount of gross leverage used by hedge funds fell to 142 percent of assets from 175 percent in 2006 and 2007, the report said.

Investor Withdrawals

Investors pulled $40 billion from the $1.5 trillion hedge fund industry last month and market losses cut industry assets by $115 billion, Hedge Fund Research said.

Fifty-two percent of managers surveyed said the process of investor withdrawals is complete and transfers of money to clients to be done by the end of the first quarter, while 41 percent said they think half of redemptions are yet to come.

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questa sembra una buona nuews

http://www.marketwatch.com/news/story/average-30-year-mortgage-rate-lowest/story.aspx?guid={D52DAF13-F036-45B1-A162-46FC0BD2466C}&siteid=bnbh

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qui ancora tutto fermo

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TED spread recupera dai picchi del credit freeze

ma ancora livelli elevati

con tbond a 0

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lontani ancora dai livelli di supporto dow/gold a 5

che implicano come estremi una delle seguenti ipotesi

-dow a 4000pt
-gold a 1700$

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o una combinazione lineare delle stesse

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ma se guardiamo una chart logaritmica a 200y sembrerebbe che ci troviamo nei pressi della banda inferiore

(75% confidence band, il grafico nn č aggiornato, ora il tracciato nero si trova intorno al valore di 11 )

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altra buona news per i mutui

http://www.marketwatch.com/news/stor...4}&siteid=bnbh

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case shiller aggiornamento dec 2009...

http://www.bloomberg.com/apps/news?p...O1E&refer=home