GS Forum Topics
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- Wall Street Breakfast: Must-Know News [view article]
- 25 Ways to Tell a Banking System Is Unsound [view article]
- Options Trader: Thursday Outlook [view article]
- SEC Shorting Restrictions: Are Some Banks Being Set Up? [view article]
- Mother of All Short Squeezes? [view article]
- The SEC's 'Sacred Cow' List: Where Are WaMu and Wachovia? [view article]
- How Much of Goldman's Value is Based on the 'Pedestal' Effect? [view article]
- Short Sales: SEC Turns Back the Clock to 1931 [view article]
- Why It's Time to Invest in Domestic Banks [view article]
- Selective Enforcement: (Re)Introducing Regulation SHO [view article]
- Financials Fly High - Fast Money Recap (7/16/08) [view article]
- SEC Moves Aggressively On Short Sellers {Housing Tracker] [view article]
Recent GS Articles
- Options Trader: Thursday Outlook
- Wall Street Breakfast: Must-Know News
- Bank Bailouts or Bull?
- Dollar Back? - Fast Money Recap (7/23/08)
- 25 Ways to Tell a Banking System Is Unsound
- The SEC's 'Sacred Cow' List: Where Are WaMu and Wachovia?
- How Much of Goldman's Value is Based on the 'Pedestal' Effect?
- Mother of All Short Squeezes?
- Short Sales: SEC Turns Back the Clock to 1931
- Why It's Time to Invest in Domestic Banks
- Full List of Articles »
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Wall Street Breakfast: Must-Know News [view article]
www.ft.com/cms/s/0/8e0...www.bloomberg.com/apps... Reply
25 Ways to Tell a Banking System Is Unsound [view article]
Don’t worry so much boys. The International Bankers have a plan if they crash the dollar into the eternal abyss—merge it with another currency to haul it out of the depths, such as the Mexican Peso or the Ethiopian Birr. That will cure every ill south of the border and/or on the Dark Continent, and will transfer trillions of greedy America’s wealth to a needy cause. Reply25 Ways to Tell a Banking System Is Unsound [view article]
"Bank of America just announced it will not guarantee $38.1 billion in Countrywide debt. Questions over "Fraudulent Conveyance" are now surfacing."Love it. Can FC even be used in a situation like this. Who is the injured party?
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25 Ways to Tell a Banking System Is Unsound [view article]
Norm, your soothing comments about what deposits are "at risk" and which are not must be based on the value of bank collateral and the strength of the economy to create and support jobs, so fine Americans like yourself can keep that mortgage payment current. I personally believe the collateral and the economy will no longer live up to your expectations in an environment where banks no longer sling the easy money, like there's no tomorrow. Reckless lending is what created those spectacular asset prices and the robust economy. Welcome to tomorrow. ReplyEffect
Options Trader: Thursday Outlook [view article]
Eric Savitz (or someone from Barron's) has deleted two of my posts to his articles. Neither of them had profanity, or any bad language. The first one was a set of statistics regarding the # of applications downloaded to Apple's 3G Phone prior to launch that was posted on MacObserver (approx. 25K paid, and 250K free). I didn't think anything of it at the time, but I just posted to another one of his articles asking him what his justification was for writing an article titled "Apple: The economy is depressed." that quoted the legal disclaimer that is in all company's filings about forward looking statements. This article was posted around 12 PM. An hour later, around 1 PM, he posted another article titled "Amazon: Recession? What recession?", and didn't quote the legal disclaimer about forward looking statements that Amazon had in their filings in that article. I said that I was starting to believe the Apple lover's who criticize him for having a bias against Apple and asked him for his justification for the discrepency. So, I am posting to Seeking Alpha to ask if I did something wrong in my posts? I didn't use any profanity, and was simply quoting some statistics in one post, and asked him why there was what I perceived to be a discrepency in his reporting on another. And if there was nothing wrong with those posts, is it ethical or legal for him / Barron's to just delete any post that they want? Not making accusations, was just curious as to why my posts were deleted. Reply25 Ways to Tell a Banking System Is Unsound [view article]
Could someone publish a list of market interventions, and maybe make out something useful and meaningful?Future generations are going to pay for it dearly.
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Wall Street Breakfast: Must-Know News [view article]
They are analyst reports (Subscription based PDF)- Both the Oppenheimer analyst report (July 24, 2008), written by Shawn C Milne (shawn.miline@opco.com... and the JMP Morgan Report (July 24, 2008) written by Imran Khan (imran.t.khan@jpmorgan... and Lev Pollinsky, CFA (lev.x.polinsky@jpmorg... the company MISSED BY $0.02 CENTS. ReplyOptions Trader: Thursday Outlook [view article]
I believe the run up in oil had a ton to do with the financials. When money flowed out of financials, it had to go somewhere, and not everyone runs to treasuries. I think it all flowed to oil (and other commodities). You may call this speculation, but I do not accept the fact that this was pure speculation, I think it had a lot to do with rotation and a huge confirmatory bias on bullish oil news. I made a lot of money on the pairs trade long financials, short oil in the last week due primarily to some extremes on the Chaikin Money Flow indicator (and playing the VIX:TNX spike). I am flat now, except for some small Puts on the USO.On some of the other comments, I favor a return to the mean in almost any case. People, both conservative and liberal, go too far to the extremes, and I will wait patiently to bet on the return to the mean. Reply
Wall Street Breakfast: Must-Know News [view article]
Good and easy to read reports. Reply25 Ways to Tell a Banking System Is Unsound [view article]
Do not interfere with the free market forces.When stocks are bullish, there was no intervention from the government departments. So why should there be intervention in a bear market ?? Let the market forces work its course.
Getting to see more government intervention as in SEC short rule timing, protection for Freddy and Fannie, and the buying of securities by the FED.
Instead of allowing market forces to work in free and capitalist America, I am seeing more market interventions, almost amounting to market manipulations which obviously benefited quite a few people with the insider information. The dice is loaded, and the playing field is not leveled.
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MAKES ME
LAUGH
Options Trader: Thursday Outlook [view article]
GIVE UP THE SCAM PHIL. YOU ARE NOT FOOLING ANYMORE READERS. SEEKING ALPHA SHOULD BAN YOU. ReplyOptions Trader: Thursday Outlook [view article]
WFR: its Bush's fault.Reply
Options Trader: Thursday Outlook [view article]
WFR- You want to buy in now? Well consider you already had it and it got crushed. I guess that is another roll down( means wrong)BA- Some said on your blog to get out at $100 as the sexy part of the story was over. But no you knew best! Stock down 40%. Reply
Options Trader: Thursday Outlook [view article]
Geez Phil - Gotta LOVE that boeing eh ?Im sure you went short on it /just in time/ though, or at least your spreadsheets will probly indicate such after this weekend's doctoring.
How else can you make 60% this week ?
The fact taht they are /still/ pounding on it due to the tanker contract loss is a travesty isnt it ?
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Options Trader: Thursday Outlook [view article]
You think the energy markets crashing is bullish?You really don't have a clue..
I told you last week the bottom was in...
Well that was rally.. all done. Reply