Stock Picks and Trade Ideas for Wednesday - Sirius Satelite, Rambus and PetMed Express
ac-investor.blogspot.com 3/17/2009 — Chart courtesy of www.stockcharts.com ( click to enlarge ) Rambus is a stock with great potential and with a good looking technical chart. It looks like in the same situation as qualcomm back in 2000. The new XDR memory architecture recently announced by Rambus sounds very promising. The ...

Mortgage Backed Securities make a comeback
charcol.co.uk 7/22/2009 — The FT is reporting that Land Securities is in the process of issuing

Moody’s Sees Mixed Performance in UK, European RMBS
hf-implode.com 22 days ago — "Both prime and non-conforming UK residential mortgage-backed securities (RMBS) posted continued signs of stabilization in September, although overall European RMBS performance remains uneven. UK prime residential mortgage-backed security (RMBS) performance continued to stabilize in September, ...

Option Ttraders Latch Onto Rambus Chatter
philstockworld.com 9/4/2009 — Today’s tickers: RMBS, BIIB, IYF, OSK, GNW, XOP & S RMBS The latest from the rumor mill suggests that the memory chip maker may be the target of a buyout by Samsung Electronics for approximately $25.00 to $27.50 per share. Some analysts reported that such rumors are likely ...

Global imbalances and the accumulation of risk
VoxEU.org 6/12/2009 — Daniel Gros , 11 June 2009 Why should the existence of current account “imbalances” provoke the biggest financial crisis in living history? This column says one has to take into account the way current account deficits are financed and how flow ...

S&P Downgrades More US Prime Jumbo RMBS
hf-implode.com 6/23/2009 — " Standard & Poor’s has reviewed 101 RMBS transactions backed by U.S. prime jumbo mortgage loan collateral issued in 2005, 2006, and 2007 and downgraded almost all of them: S&P downgraded 956 classes from 93 of these transactions and affirmed ratings on 246 classes from 40 transactions."

Fitch Sees 60% of Current RMBS Borrowers Underwater
housingwire.com 10/13/2009 — The majority — 60% — of remaining performing borrowers within ‘06- and ‘07-vintage residential mortgage-backed securities (RMBS) bear negative home equity, meaning they are underwater on their mortgages and owe more than their houses are worth. This ...

RMBS Ratings Proposal Will Determine Insurers’ Capital Requirements
hf-implode.com 28 days ago — " The National Association of Insurance Commissioners (NAIC) on Thursday approved a proposal to establish a new model for determining ratings of residential mortgage-backed securities (RMBS).The new model will establish ratings designations for approximately 18,000 RMBS owned by US insurers by ...

Worst Subprime Vintage US RMBS Showing Signs of Improvement
hf-implode.com 10/7/2009 — "Fitch Solutions says market prices for subprime RMBS continue to show signs of stabilization, although there is little sign of any increase in value."

Can There Be Market Solutions With No Real Markets?
ritholtz.com 3/30/2009 — “I don’t know of any economist who doesn’t believe that better functioning capital markets in which assets can be traded are a good idea.” - Lawrence Summers > There are Markets, and then there are markets. I am less ...

Rambus Swoons; DRAM Case Delayed Until January — BARRONS.com: Tech Trader Daily 9/1/2009
Rambus (RMBS) shares are down sharply today, apparently on news that the company’s antitrust case against a group of DRAM manufacturers has been delayed. As noted this morning by Capstone Investments analyst Jeff Schreiner , the judge on ...

Samsung Not Buying SanDisk; Well, How About Rambus? — BARRONS.com: Tech Trader Daily 9/4/2009
Samsung said in a regulatory filing that it is no longer trying to buy SanDisk ( SNDK) . That’s kind of weird, since the company actually withdrew its offer to buy the NAND memory products company last October . ...