

sellside observations for the week ahead (3/20) - stuff to read before Crisis TV returns (Sunday afternoon, 4p?) with news of UBS deal to buy CSFB (?); annotated FF; message from curveGood morning / afternoon / evening. Please choose whichever one fits best as you stumble through all the noise on the intertube (present company…


(lower/flatter on above avg volumes)while WE slept; First Boston SAVED (for now) ... a fitting happy anniversary (JPM buys Bear, the day C19 nearly 'broke the financial markets')Good morning … CSFB has been saved … Credit Suisse statement said that it will borrow CHF 50bn from the SNB and announced public tender offers for up to…



(bull steepening, underperforming BUNDS and all on 5x avg volumes with liquidity 'challenged')while WE slept; #BTFP; "Removing Our March Fed Rate Hike Expectation" -GS; Good morning … Once again under the cover of night, rules have changed. We went out Friday wondering / thinking about SVB and that $250k insured deposit…

breathe; fact vs hyperbole; collapse in bank deposits; happy bazookA-versary; picked the wrong day to (stop sniffin' glue and / or turn clocks) AND ... its gone.Good morning … I mean afternoon (clocks threw me curve). There’s a LOT of golf to play between now and WHEN markets opening this evening and I trust…
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