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TFMA Daily Comments

Tuesday, May 31, 2011. HY16 102 14 14. MAIN 102 14 -2 14. Markets stronger across the board on rumors of a new Greek bailout. Having said that, the market response seems reasonably muted. SPX is only up 1 and SOVX only 5 tighter. Either people are doubting the rumors which seems unlikely or people already expected some form of bailout and these rumors do nothing to truly fix the longer term problems. Friday, May 27, 2011. G8 and the Long Weekend. IG16 90.50 unch LQD 111.33. Wednesday, May 25, 2011.

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TF Market Advisors

Friday, June 17, 2011. Restructuring Credit Event and Repudiation. Restructuring Credit Event and Repudiation. There has been so much market chatter about what would constitute a Credit Event for a Greek restructuring, but so few details. Here is our attempt to shed some light on the issue and hopefully get some feedback. We will walk you through how we get there.

TFMA Credit Comments

Friday, December 17, 2010. Possibly as market has grown bored with the headlines, but if it does manage to break through, watch out as the market generally seems long. Cash is doing okay, but very quiet. Thursday, December 16, 2010.

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TFMA Daily Comments

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Tuesday, May 31, 2011. HY16 102 14 14. MAIN 102 14 -2 14. Markets stronger across the board on rumors of a new Greek bailout. Having said that, the market response seems reasonably muted. SPX is only up 1 and SOVX only 5 tighter. Either people are doubting the rumors which seems unlikely or people already expected some form of bailout and these rumors do nothing to truly fix the longer term problems. Friday, May 27, 2011. G8 and the Long Weekend. IG16 90.50 unch LQD 111.33. Wednesday, May 25, 2011.

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This web page tfmadailycomments.blogspot.com states the following, "Tuesday, May 31, 2011." We saw that the webpage said " MAIN 102 14 -2 14." It also said " Markets stronger across the board on rumors of a new Greek bailout. Having said that, the market response seems reasonably muted. SPX is only up 1 and SOVX only 5 tighter. Either people are doubting the rumors which seems unlikely or people already expected some form of bailout and these rumors do nothing to truly fix the longer term problems. Friday, May 27, 2011. G8 and the Long Weekend. Wednesday, May 25, 2011."

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