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John Jansen

I am a 30-year veteran of the bond market. My career began at the Open Market Desk of the Federal Reserve Bank of New York and the significant majority of the subsequent years were spent trading (Treasuries) or selling high grade fixed income product for some of the largest primary dealer firms. I am currently “on the beach” and choose to remain in contact with the bond business via my blog. Thanks in advance to all who contribute, and since this is a work in progress, I invite constructive criticism regarding the structure and format of my blog.

John can be contacted at john.jansen1950@yahoo.com

Visit John's blog, Across the Curve

John Jansen's Latest Articles

Page 1 of 12

Bond Expert: Thursday Outlook
on Nov 20, 2008
JPMorgan: Expect Fed to Cut to 0% in January
on Nov 20, 2008
Bond Expert: Wednesday Wrap
on Nov 19, 2008 about TIP
CMBS: Still Melting
on Nov 19, 2008
Bond Expert: Tuesday Wrap
on Nov 18, 2008 about BRK.A, BRK.B
Acronymic Angst in the Bond Market and Elsewhere
on Nov 18, 2008
Bond Expert: Tuesday Outlook
on Nov 18, 2008
Bond Expert: Monday Wrap
on Nov 17, 2008 about AXP, GE, IBM
Bond Expert: Monday Outlook
on Nov 17, 2008
Bond Expert: Friday Wrap
on Nov 14, 2008
More on the Bond Auction
on Nov 14, 2008 about TLO
Bond Expert: Friday Outlook
on Nov 14, 2008 about TLO
Bond Expert: Thursday Wrap
on Nov 13, 2008
30-Year Bond Auction: Sorry, Paulson, Not a Good Result
on Nov 13, 2008 about TLO
Bond Expert: Thursday Outlook
on Nov 13, 2008
Bond Expert: Wednesday Outlook
on Nov 12, 2008
Bond Expert: Monday Outlook
on Nov 10, 2008 about TLO, AIG
Bond Expert: Treasury Update
on Nov 07, 2008
Bond Expert: Friday Outlook
on Nov 07, 2008 about TLO
Bond Expert: Thursday Wrap
on Nov 06, 2008 about MO
Money Market Redux
on Nov 06, 2008
Bond Expert: Thursday Outlook
on Nov 06, 2008
Bond Expert: Wednesday Wrap
on Nov 05, 2008
Bond Expert: Wednesday Outlook
on Nov 05, 2008
Bond Expert: Election Day Wrap
on Nov 04, 2008
Bond Expert: Election Day Outlook
on Nov 04, 2008
Bond Expert: Monday Wrap
on Nov 03, 2008 about FRE
Bond Expert: Monday Outlook
on Nov 03, 2008
Chicago PMI: The Word Is 'Scary'
on Oct 31, 2008
Bond Expert: Friday Outlook
on Oct 31, 2008
Bond Expert: Wednesday Wrap
on Oct 29, 2008
Bond Expert: Wednesday Outlook
on Oct 29, 2008 about TLO

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
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Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
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