Comments on Christopher Bush's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/christopher-bush/articles http://seekingalpha.com/article/113089-are-we-seeing-shades-of-2003-markets?source=feed#comment-345853 345853 And your conclusion is...? > > You didn't make a case for going long or short. You merely said that > in 2003 things got better early in the year before bottoming in March. > > > Is there a point to this piece?]]> Sun, 04 Jan 2009 19:49:00 -0500
The point is with low yields, we will eventually be forced back into equities, and US Debt won't be a good investment unless the Fed actively targets long-term rates.


On Jan 04 09:10 AM Paul Price wrote:

> And your conclusion is...?
>
> You didn't make a case for going long or short. You merely said that
> in 2003 things got better early in the year before bottoming in March.

>
>
> Is there a point to this piece?]]> http://seekingalpha.com/article/113089-are-we-seeing-shades-of-2003-markets?source=feed#comment-345496 345496 Sun, 04 Jan 2009 12:35:23 -0500 http://seekingalpha.com/article/107440-would-glass-steagall-have-stopped-this-mess?source=feed#comment-345375 345375 Sun, 04 Jan 2009 11:15:42 -0500 As Galbraith says, the only protection from bubbles and crashes is not regulation but the memory of the last one. So it probably doesn't matter now.]]> http://seekingalpha.com/article/113089-are-we-seeing-shades-of-2003-markets?source=feed#comment-345332 345332 Sun, 04 Jan 2009 10:47:05 -0500 http://seekingalpha.com/article/113089-are-we-seeing-shades-of-2003-markets?source=feed#comment-345283 345283 Sun, 04 Jan 2009 10:14:58 -0500 http://seekingalpha.com/article/113089-are-we-seeing-shades-of-2003-markets?source=feed#comment-345255 345255 Sun, 04 Jan 2009 09:46:52 -0500 http://seekingalpha.com/article/113089-are-we-seeing-shades-of-2003-markets?source=feed#comment-345230 345230 Sun, 04 Jan 2009 09:10:35 -0500
You didn't make a case for going long or short. You merely said that in 2003 things got better early in the year before bottoming in March.

Is there a point to this piece?]]> http://seekingalpha.com/article/113089-are-we-seeing-shades-of-2003-markets?source=feed#comment-345220 345220 Sun, 04 Jan 2009 09:02:01 -0500 http://seekingalpha.com/article/108951-will-the-fed-target-long-term-rates?source=feed#comment-321056 321056 Are there any criteria for choosing between PST and TBT? TBT seems > to be down a larger % than PST. Thanks.]]> Thu, 04 Dec 2008 15:52:46 -0500
Either way, the "flight to safety" is getting more risky. Once people decide that there is a better margin of safety in equities over bonds, just sit back and watch the yields drop.

On Dec 04 12:32 AM novice_investor wrote:

> Are there any criteria for choosing between PST and TBT? TBT seems
> to be down a larger % than PST. Thanks.]]> http://seekingalpha.com/article/108951-will-the-fed-target-long-term-rates?source=feed#comment-320447 320447 Thu, 04 Dec 2008 00:32:07 -0500 http://seekingalpha.com/article/108951-will-the-fed-target-long-term-rates?source=feed#comment-319790 319790 Wed, 03 Dec 2008 10:23:54 -0500 Loan directly to buyers and people who need to re-finance. Charge a simple 2% for a 30 year Home loan add 1% for insurance to guarantee the loan. FMA and Freddy adminsitrate or subcontract it out to banks and insurers.
Residence only, one home, fed originated, transparent, administraighted, guaranteed loan per buyer . They could establish another level for investors, multiple property buyers say 4% plus 1/2 % to guarantee the loan.
Defaults if any would be held and administrated by the fed, setting a minimum auction price to stabilyze the market.]]> http://seekingalpha.com/article/108951-will-the-fed-target-long-term-rates?source=feed#comment-319643 319643 Wed, 03 Dec 2008 08:32:35 -0500 http://seekingalpha.com/article/107440-would-glass-steagall-have-stopped-this-mess?source=feed#comment-313623 313623 I don't believe that Merrill Lynch, Bear Stearns, Morgan Stanley, > Lehman Bros., and Goldman Sachs were commercial banks (please correct > me if I'm wrong), so they were already choosing to be brokerage rather > than commercial banks. So the repeal of Glass-Steagall would have > no effect on what they did to bring on this crisis, since they didn't > take advantage of its repeal anyway. But I don't quite understand > if the author is attempting to lay the blame for this problem on > the repeal of Glass-Steagall (as in the title and first part of the > column) or on an ineffective regulatory apparatus (as in the major > portion of the text). The two are two different things, and one > does not prove the other.]]> Mon, 24 Nov 2008 10:33:21 -0500

On Nov 24 12:09 AM AlexS wrote:

> I don't believe that Merrill Lynch, Bear Stearns, Morgan Stanley,
> Lehman Bros., and Goldman Sachs were commercial banks (please correct
> me if I'm wrong), so they were already choosing to be brokerage rather
> than commercial banks. So the repeal of Glass-Steagall would have
> no effect on what they did to bring on this crisis, since they didn't
> take advantage of its repeal anyway. But I don't quite understand
> if the author is attempting to lay the blame for this problem on
> the repeal of Glass-Steagall (as in the title and first part of the
> column) or on an ineffective regulatory apparatus (as in the major
> portion of the text). The two are two different things, and one
> does not prove the other.]]> http://seekingalpha.com/article/107440-would-glass-steagall-have-stopped-this-mess?source=feed#comment-313464 313464 jack]]> Mon, 24 Nov 2008 08:21:13 -0500
SEC failed to do its job.

repwal of glass steagal was a monumental f***up.
> jack]]> http://seekingalpha.com/article/107440-would-glass-steagall-have-stopped-this-mess?source=feed#comment-313307 313307 Mon, 24 Nov 2008 00:09:58 -0500 http://seekingalpha.com/article/107440-would-glass-steagall-have-stopped-this-mess?source=feed#comment-313301 313301 Sun, 23 Nov 2008 23:51:50 -0500 so lower interest rates and reduce banking restrictions and leverage
2008 crash ; overleverage ,, oppps
he's not britney spears but he did it again

ya mean people will borrow too much ,
sacrifice today for tomorrow ,, nawwww say it isn't soooo

maybe just maybe , when these ridiculous arms , subprime loans
were going on it should have donned on a few people this was a big problem , oh yeah MR Greenspan was in favor of arm's
you da man alan
i'm not sure he could have done a worse job if he tried ,
we would be better off if he would have taken a little nap from 87 to when he retired ,,
paul volker previous treasurer fought strongly agains the glass steagall repeal ,, hmmm who knew his stuff better ?]]> http://seekingalpha.com/article/107440-would-glass-steagall-have-stopped-this-mess?source=feed#comment-313292 313292 Sun, 23 Nov 2008 23:42:25 -0500 guess they were bored , ]]> http://seekingalpha.com/article/107440-would-glass-steagall-have-stopped-this-mess?source=feed#comment-313290 313290 Sun, 23 Nov 2008 23:39:53 -0500 with his interest rate policy and this repeal , greenspan is most definitely not a genius , he in fact single handedly bears a lot of responsibility for this. it was nice to hear he thought the banks could govern themselves ,
i guess the fox can watch the hen house too cause its in his best interest not to eat the chickens ? or wait maybe thats why guidelines and regulations are in place .
maybe speed limit signs should get removed as motorists can govern themselves ?
the purpose of the goverment is to set limits not to over regulate or under regulate , why would removal of all regulations help.
ohh wait , "its different this time" ,
the investors are more sophisticated , haw haw , introduce complex instruments that buffett said were weapons of mass destruction
for a man who is no spring chicken , ie he was probably around during the depression , he sure forgot his history .
greenspan should just go away , thanks for nothing pal , clinton for his part should have spent more time with monica and less time messing this up ]]> http://seekingalpha.com/article/103494-consumer-spending-cut-through-unemployment?source=feed#comment-296398 296398 Sun, 02 Nov 2008 12:38:14 -0500 http://seekingalpha.com/article/103494-consumer-spending-cut-through-unemployment?source=feed#comment-296322 296322 Sun, 02 Nov 2008 11:20:50 -0500
The gorvernment has figured out how to fudge the statistics in unamployment, inflation, and since they had a hard time fudging the money supply they just dropped M3 statistics. Monkey can't see, or hear, nor speak anything bad. So do you believe everything is fine and dandy?]]> http://seekingalpha.com/article/103494-consumer-spending-cut-through-unemployment?source=feed#comment-296299 296299 Sun, 02 Nov 2008 10:50:15 -0500 http://seekingalpha.com/article/103494-consumer-spending-cut-through-unemployment?source=feed#comment-296179 296179 Sun, 02 Nov 2008 08:19:43 -0500
Economists are looking a bigger job loss for October maybe 150k-200k. No time to be calling for a sustained rally with job loss trend pointing down. Wait for this trend to point up, but it may take quite a few quarters.]]> http://seekingalpha.com/article/98801-citi-wachovia-wells-fargo-saga-takes-center-stage?source=feed#comment-275492 275492 Tue, 07 Oct 2008 08:03:55 -0400 http://seekingalpha.com/article/93656-responding-to-an-irrational-market?source=feed#comment-245166 245166 Thu, 04 Sep 2008 05:33:22 -0400 http://seekingalpha.com/article/93656-responding-to-an-irrational-market?source=feed#comment-244668 244668 Wed, 03 Sep 2008 13:25:05 -0400
If you don't get up very, very early every morning or follow someone who does, stay out of the markets or at least keep 90% of your powder dry (if possible!)]]> http://seekingalpha.com/article/90719-tuesday-turning-point-in-our-financial-crisis?source=feed#comment-229385 229385 Wed, 13 Aug 2008 10:43:24 -0400
When the banks tighten credit, the water goes out of the bathtub and the banks slowly cut their own throats. Maybe they're hoping to be the survivor and gain future market share.

By the way, where are the rest of the bank assets invested? Try more government securities, most of which are backed by real estate loans.]]> http://seekingalpha.com/article/90719-tuesday-turning-point-in-our-financial-crisis?source=feed#comment-229224 229224 Wed, 13 Aug 2008 08:05:38 -0400 http://seekingalpha.com/article/85208-speed-with-which-financials-have-fallen-is-disconcerting?source=feed#comment-207976 207976 Thu, 17 Jul 2008 14:33:21 -0400
It looks like you were right (although you're time line was pretty arbitrary)
However I was never disagreeing; my post was to point out the danger out there, and the lack of clarity in the mid-long term.]]> http://seekingalpha.com/article/85208-speed-with-which-financials-have-fallen-is-disconcerting?source=feed#comment-206998 206998 Wed, 16 Jul 2008 12:54:33 -0400 http://seekingalpha.com/article/85208-speed-with-which-financials-have-fallen-is-disconcerting?source=feed#comment-206701 206701 Wed, 16 Jul 2008 07:51:21 -0400