HUNTINGTON STEELE NEWSLETTER ARCHIVE

 

2012
Issue	Date	Articles
76	01.09.12	2012 - The Continuum/ Europe - Working in the Injury Time/ "Risk On - Risk Off"/ The Road Ahead
2011
Issue	Date	Articles
75	12.05.11	The Problem/ What Could Go Wrong/ Compound Interest/ Germany or Bust/ The Cavalry/ Stress Tests/ The Next Chapters/ MF Global
74	09.29.11	Broken Transmission/ Chickens and Eggs/ Where to?
73	08.29.11	The Confluence/ The ECB - All about Germany/ US Economy - Distinction without a Difference/ A Different Kind of Exit/ Gold as a Thermos/ Where to Now?
72	06.28.11	Sovereign, Central, Commercial/ Why we call them "Banksters"/ "Extended Period" just got a lot longer/ Forward
71	05.24.11	The Question is... How Many Years?/ "Unexpected" Housing Weakness/ P.I.G.S. Can't Fly/ Stages
70	04.11.11	Inflation for thee, but not for me/ On the Other Hand
69	04.05.11	Implications - A Bevy & A Wedge/ Implications - Quantitative Easing 2.0/ Implications - Rules Rules Rules/ Catching Up with the Can
68	03.03.11	What Ever Happened to Housing?/ Where Do Loans Come From?/ Where Do Loans Go?/ The Last Straw/ The Path Forward/ Equity/ Clearing Mechanism/ Restart Your Securitization Engines
67	01.10.11	Curiosity of the Federal Reserve/ Complacency & Fragility
2010
Issue	Date	Articles
66	11.12.10	Phew..../ Taxes and Employment/ Quantitative Easing Returns/ Incentives & Unintended Consequences/ Dear Mr. President
65	09.28.10	Progress in the Absence of Milestones/ Changing Nature/ Correlations &Valuations/ Synthetic Securities
64	08.18.10	A Tricky Diagnosis/ Traditional Treatment/ Bad Medicine/ New Age Medicine/ Homeowners/ The Banks/ Pension Plans/ Bull Flattening
63	06.17.10	Hip & Groovy/ The Trouble with Zombies
62	05.24.10	Next Sequel/ 2012
61	05.04.10	Intensity/ Principles versus Rules
60	04.01.10	Grand Isle to Lincoln/ Mile Post 312/ Mile Post 353/ Mile Post 399/ P.I.G.S. are a Problem
59	02.17.10	Surprise, Surprise, Surprise/ P.I.G.S. Matter/ Leverage vs. Debt/ Going Forward
2009
Issue	Date	Articles
58	12.29.09	2009-The Year in Review/ 2010- The Year of "The Exit"/ Deflation or Inflation?/ 4 Cylinder Economy/ Rates and Returns
57	11.04.09	Banks-Back to the Future/Navigating the Tsunami/ TARP 3.0/ Implications
56	09.15.09	Are We There Yet?/ The Beginning/ The Present/ The Journey is the Destination
55	08.04.09	A Transformation is Not a Recovery/Not All Economic Data is Created Equal/ Smallest, Lowest, "Shortest"
54	06.24.09	Aftershocks/ Fragility/ Inflation and the Fed
53	05.29.09	A Brave New Road to Recovery/ Vehicle Choice/ Speed Limits
52	04.07.09	The Things We Know/ The Things We Don't Know/ Savings and Sensibility
51	03.25.09	The Correct Problem/ The Need for Speed/ No Good Deed Goes Unpunished
50	03.05.09	Rebuilding Credit/ Under Repair/ Problems Persist/ Big Chore
49	01.12.09	The Year in Review/ The Path Forward/ 2009
2008
Issue	Date	Articles
48	12.15.08	An Old Fashioned Swindle/ Who, What, Why, & How/ The Lure/ Getting Back to Fundamentals
47	12.05.08	Unwinding/ The Past/ The Present/ The Future
46	10.07.08	History/ Changing Hands/ Dominos/ The Road Block
45	07.02.08	Black Gold/ The Federal Reserve, The Banks, & The Earnings
44	06.03.08	Shallow Waters/ Odds and Evens/ Changing Times
43	04.09.08	Q1 2008/ The Call/ The Response/ Investing Opportunities
42	02.27.08	Credit Hangover/ Busy Banks and Brokers/ Insurance Cleanup/ Risk vs. Reward
41	01.02.08	2007-Year in Review/ 2008-Outlook
2007
Issue	Date	Articles
40	11.21.07	Dealing with Uncertainty/ From King County to Hong Kong/ Silk from a Sow's Ear/ Tangled Web/Economic Slowdown
39	10.02.07	Trick or Treat/Dispersion/Outlook
38	09.04.07	Summer Unwind/ Dominos/ Recent History/ Lending Revolution/ What's a Chairman to Do?
37	06.05.07	Ralley Time/Attribution/Encore/Outlook
36	04.03.07	Q1 2007: Two Sides of the Same Coin/Flat Water/The Need to Ease
35	02.28.07	Unhappy Tuesday/The Road Ahead

2006
Issue	Date	Articles
34	12.18.06	The Good,The Bad, & The Very Good/Risks and the Gift of Fear/2007 -Outlook
33	09.21.06	Steady As She Goes/Wide Open Range/ Just the Facts/Financial Turbulence
32	08.11.06	The Pause/Headwinds and Tailwinds/ Winning with Defense
31	05.19.06	Petulant Markets/What's a Chairman to do? Recipe for Volatility/Restoring the Foundation
30	03.09.06	Out of the Gate 2006/A New Captain/A Long Race/The Bear's Den/ The Value of Preparation

2005
Issue	Date	Articles
29	12.01.05	Determined Not to Yield/Bond Market History Lesson/2005 Home Stretch
28	10.03.05	The Pennant Race/Just the Facts/Fourth Quarter Implications
27	08.11.05	Back to the Future/Reports of Demise/ Greenspan Countdown
26	06.09.05	Measured Conundrum/Possible Explanations/ Implications of an Uncoupled Market
25	04.13.05	1st Quarter '05/Calm on Top, Turbulence Below/ What's on Deck
24	03.09.05	Housing Priority/Calling the Top/Policy Implications
23	02.11.05	Interest Rates & Federal Reserve/New Demand Paradigm/No-Traditional Buyers/ 4% Looks Good/Chicken & Egg Market
2004
22	12.02.04	Drooping Dollar/Not Everyone is an Investor/ Implications for 2005/ Euro in Perspective
21	11.04.04	Personal Savings/ Absence of Rising Tide/ US Elections
20	10.01.04	Coming or Going/Speed Limit/ Bond Market Showdown/ Absence of Context
19	09.03.04	Aug '04/Oil & Jobs/ Cooling of Hot Economy
18	08.03.04	July: A Difficult Stage
17	07.01.04	2004 Second half Outlook
16	06.01.04	Big Bad Fed
15	05.04.04	Rising Rates/ Google IPO
14	04.01.04	First Quarter 2004
13	03.02.04	2004: Encore Performance
12	02.03.04	Market Outlook, Cell phones
2003
11	12.12.03	Auctions - eBay, US Treasury, IPOs
10	12.02.03	Recent Economic Data / Market Implications
9	11.14.03	Importance of Housing / Rising Debt and Equity
8	10.31.03	3rd Quarter GDP
7	10.15.03	Private Equity
6	10.02.03	Stimulus/Bear's Last "At Bat"
5	09.15.03	Hedge Funds
4	09.03.03	Economic Highlights/ Bluetooth
3	08.15.03	Tirade on Bonds/ Modern Portfolio Theory
2	08.01.03	Economic Data/ Asset Allocation
1	07.15.03	Economy/ Rates and Currencies