LEH Forum Topics
- All Comments on LEH
- General Discussion on LEH
- 25 Ways to Tell a Banking System Is Unsound [view article]
- Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
- Financials Are Having a Dead Cat Bounce [view article]
- Financial-Dip Buyers Forget To Ask What's Next [view article]
- The Facts Behind the Coming Congressional Mortgage Bailout Bill [view article]
- A Letter to Warren Buffett [view article]
- Financials Future Still Uncertain [view article]
- How High Leverage Has Brought Down the Whole Banking Industry [view article]
- Lehman Brothers, R.I.P [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]
loading ...Recent LEH Articles
- Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle
- Bank Bailouts or Bull?
- 25 Ways to Tell a Banking System Is Unsound
- Financials Are Having a Dead Cat Bounce
- Financials Future Still Uncertain
- Financial-Dip Buyers Forget To Ask What's Next
- Crazy Dividends
- A 'Buy the Loser' Rally
- Looking for Action? Most Volatile Stocks
- The SEC's 'Sacred Cow' List: Where Are WaMu and Wachovia?
- Full List of Articles »
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Lehman, the Short Version [view article]
I told you guys , exactly 2 months ago, just a reminder:US March 31
March 31 2008 Fiscal Year 2007: Capital/Assets
US
US Broker Bear Stearns 3,0%
US Broker Morgan Stanley 3,0%
US Broker Merril Lynch 3,1%
US Broker Lehman 3,3%
US Broker Goldman Sachs 4,5%
US Bank Citigroup 5,2%
US Bank JP Morgan 7,9%
US Bank Wells Fargo 8,3%
US Bank Bank of America 8,6%
US Bank Wachovia 10,2%
Europe Capital/Assets
Europe
EU Broker UBS 1,9%
EU Bank Barclays 2,6%
EU Broker Commerzbank 2,6%
EU Bank BNP Paribas 3,5%
EU Broker Credit Suisse 4,4%
EU Bank Royal B Scotland 4,8%
EU Bank BBVA 5,6%
EU Bank HSBC 5,8%
EU Bank Santander 6,3%
Reply
Holy Dow - Fast Money Recap (6/5/08) [view article]
looks like we are almost there ----$300.00 per share ReplyMaking Sense of David Einhorn vs. Lehman Brothers [view article]
Sure wish Jake Zamansky would post his position in LEH stock, if any. ReplyMaking Sense of David Einhorn vs. Lehman Brothers [view article]
On Thursday Einhorn was on CNBC and I thought he made a good argument for his position. ReplyMaking Sense of David Einhorn vs. Lehman Brothers [view article]
"Mr. Einhorn’s repeated public slamming of Lehman Brothers reportedly has contributed to the decline in Lehman’s stock price."Give us A BREAK!!!
Mr. Einhorn has been short LEH for quite some time (a number of months now!) and that has been BAKED into the stock price. LEH's stock declined quickly for a host of reasons, many of which will never be explained. Mr. Einhorn's comments may be a catalyst for said decline, but LEH's decline was due to the entire market forces at work and not solely due to an existing (limited) position in Mr. Einhorn's $6 billion hedge fund.
The current high volatility in LEH options reflect both GREED and FEAR in LEH stock. Reply
Making Sense of David Einhorn vs. Lehman Brothers [view article]
I don't believe that short sellers would be able to make such claims ( and be believed) if there was no basis for truth. It is the lack of transparency of the LEH accounts that is fueling this speculation. It's time for LEH to put up or shut up ( show that your figures are not a fantasy). It did not help that the conference call and the Q10 had major differences, it just looks like LEH are trying to buy time until they are more liquid. ReplyBroker Default Risk [view article]
No one on this list will ever be allowed to fail. The proper hedge against a long position in one of these IBs is short the dollar. The Fed will print to get these guys out of trouble. ReplyWho Benefits When the Fed Floods the System with Liquidity? [view article]
There are 3 choices:1. Raise taxes to cover expenditures.
2. Cut expenditures to fit in tax revenues.
3. Spend more than your tax revenue and borrow the difference.
Which one we as a nation have been doing, not just for years but for decades, is obvious to all. It has accelerated in recent decades:
* When Reagan took office, our national debt was $1 trillion.
* When Bush I left office 12 years later, it was $5 trillion.
* In Clinton's 8 years, it rose to $6 trillion.
* By the time Bush II leaves office, it will be at or close to $10 trillion.
An honest solution: Congress and the President decide how much to spend, and the federal income tax rates are automatically indexed up or down to produce a balanced budget (and maybe even pay back a little of that debt). Reply
Einhorn vs. Lehman: Lehman Will Lose [view article]
Re: candor and media relations and Lehman Brothers ..About 20 years ago, while in charge of media relations for clients of a big ad agency, I got acquainted with Herb Schmertz, boss of PR for Mobil Oil.
Here was his advice to the public companies of the world:
"To be believed in the good times, you must be candid in the bad."
Some of the smartest CEOs in the world believe they can stonewall reporters and get away with it.
That stonewall approach tends to make a bad situation worse.
For more on Schmertz, you can still find his book: "Goodbye to the Low Profile."
John Kerans
Lecturer in Advertising
Fontbonne University
St. Louis, USA Reply
It Ain't Over Til It's Over: Financials, Credit Cards and Housing [view article]
It is very interesting how "bottoms" can be called when none of the callers have the faintest idea what runaway train is rolling around the next curve. I like AIB very much..as much as I dislike Citi..however, due diligence and a cast iron stomach may be necessary. ReplyWho Benefits When the Fed Floods the System with Liquidity? [view article]
Obama won't have to raise taxes. The govt. prints money until the dollar loses most of its value and then we can try to work out of a depression that was caused by a lack of oversight in the first place. So you can choose your own poison. Higher taxes or run a deficient such as George Bush has done and got us in the mess that we now find ourselves.On Jun 05 01:38 AM windinmyface 2 wrote:
> If you think the Fed steals from you now, what do you think will
> happen if Obama gets in the White House. It will be the begining
> of the New American Communist Party. Instead of taking 30% of our
> Stock profit, they might take 50%, and we will be paying 50% to 70%
> in tax's especially if we get national health care. If this happens,
> we might as well quit our jobs, and go on welfare, and get food stamps,
> it would be cheaper. I sure wish Bob Barr had a chance. Reply
Lehman: The Lying Lemon Lemming Anecdotal Timeline? [view article]
sic (not sick):1. to set upon; pursue and attack
2. to urge or incite to attack Reply
Trading a Lehman Collapse, Conservatively [view article]
I prefer something simpler. I would not short LEH or any of the beaten down bank stocks at this point. Just watch XLS and LEH. When the MF, %R, and Vol turn up sharply, buy the stock with a bracket trade with a 2% profit exit, or if you prefer, just watch the trade and sell when the indicators reverse . I made 11% on LEH today doing this.Reply
Einhorn vs. Lehman: Lehman Will Lose [view article]
Gotta love it. We day traders will feast on LEH for the next 2 weeks over this back and forth between Einhorn and LEH.. ReplyWall Street Breakfast: Must-Know News [view article]
RE Icahn, Yahoo trade punches: Icahn is senile. Reply