tag:blogger.com,1999:blog-6616959642391988608.post6142752068706629730..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Service sector activity not collapsingScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-6616959642391988608.post-43444852859162318842009-03-06T18:52:00.000-08:002009-03-06T18:52:00.000-08:00The more I look at TALF, the more I like it. It al...The more I look at TALF, the more I like it. It almost seems like a no-brainer for institutional investors. This could be a very big deal. It allows leveraged exposure to assets that could create returns of 20% or so, and the Fed is taking most or all of the downside risk.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-1070884814415432462009-03-04T10:16:00.000-08:002009-03-04T10:16:00.000-08:00I'm looking into it now. My first impression is th...I'm looking into it now. My first impression is that this is a positive. It targets the one area of the fixed income market that is genuinely frozen. More comments later.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-9615815975900269172009-03-04T08:20:00.000-08:002009-03-04T08:20:00.000-08:00Hi Scott, great stuff. On another subject I'd lov...Hi Scott, great stuff. On another subject I'd love to know your thoughts on the TALF now that we have the details.Rudolphhttps://www.blogger.com/profile/05406775168055087772noreply@blogger.com