We’ve just reviewed Triangle Capital’s (TCAP) 10-Q filing for the period ended June 30, 2010, listened to the company’s first ever Conference Call on August 5th, and looked over the Earnings Report again. All of this with a view to providing readers with our outlook for TCAP’s dividend.

TD Bank Financial Group (TD) (TDBFG) [TSX:TD] has increased its quarterly profits to $1.18 billion Cdn, compared with $912 million one year earlier - an increase of 29% on account of strong retail earnings growth. Diluted earnings per share were $1.29, versus $1.01 in the bank`s third quarter last year.

There was little to read into Thursday’s initial claims report ahead of an expected 100,000 dip for U.S. employment throughout August. Yet the better tone indicated by the health of global manufacturing and what earlier appeared to be a bolt-out-of-the-blue in the shape of returning consumer confidence continues to weigh on bond prices. For a second day yields are moving rapidly higher.

Adam Levitin and Susan Wachter have a new paper out which reckons it can explain the entire housing bubble by looking at the supply of private-label mortgage-backed securities in the market, and the information asymmetries embedded in them.

Today’s Investment Observation is Northern Trust (NTRS). Although Northern Trust has not increased the dividend in the last couple of years, the company has an exceptional dividend history given the turmoil that has transpired in the financial services industry for the last 3 years.