Reading Notes For: The Power of Influence The AMPLIFII Formula = Frame/Message/Tie-Down When someone who wants to influence an outcome or decision, they must first must eliminate the distractions—external or internal. [...]
MBS up 11 bps on the morning. Stocks down 27 European PMIs were weaker overnight with the services sector in France and Germany leading the way (France: 48 vs 52.5 f'cast, Germany: 54.1 [...]
MBS down 28 bps on the open, stocks down a couple of points too. The mortgage market started the day lower, with MBS down 28 bps. Stocks were also down a couple of [...]
Reading Notes For: Regretting The Opportunities Not Taken Opportunities only look like opportunities in the rear-view mirror. Today, they only look like a risk. They look obvious in retrospect. Look like [...]
MBS are down 22 bps on the morning. Stocks losing about 20. Bonds were gradually weaker in choppy trading overnight. UK bonds led the selling in during European hours following a higher CPI [...]
MBS up 5 bps early. Stocks have lost 20 points. The New Residential Construction report (the source of starts/permits above) almost never accounts for a reaction in financial markets. This morning is proving [...]
Reading Notes for: Most Distractions Come Dressed As Easy Opportunities = Businesses die of indigestion, not starvation. Entrepreneurs are often rewarded for changing directions. Nothing works, change direction, nothing works, change direction. [...]
