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Observation Deck — 2009
January 2, 2009
Bye-bye! Buy!


Observation Deck — 2008
December 1, 2008
When Is it Safe to Go Back into the Water?

November 3, 2008
Cash is King

October 1, 2008
We're from the Government and We're Here to Help

September 1, 2008
"Governments" or "Agencies"?

August 1, 2008
The Trouble with CDs

July 1, 2008
Credit Perspective: Financial Sector Update

June 2, 2008
Spotlight on Money Market Fund Allocations

May 1, 2008
LIBOR vs. TAF Demystified

April 1, 2008
What Have You Done For Me Lately?

March 3, 2008
Lawyers, Auctions, and Money

February 1, 2008
Stagflation?

January 1, 2008
Capital Injections Pumping Up Wall Street


Observation Deck — 2007
December 3, 2007
Why We Invest in Financials: A Credit Perspective

November 1, 2007
SIVs Take Center Stage

October 1, 2007
When Treasuries Attack

September 4, 2007
The Market's Wild Ride

August 1, 2007
The Tale of Two Subprimes

July 2, 2007
Inflation Assumptions Implicit in New Yield Curve