14 October 2009

Banks and Tech and....Railroads

Good numbers from JPM and INTC ignited the rally. So even though they are higher quality names the risky portfolio is outperforming a bit this AM. Only 42 bps. Look at the RRs (on CSX's beat last night.) Be sure to come by and check out railfax.transmatch.com tomorrow for fresh carloading numbers straight from the oven.

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