fxtrader07

Total Rating:
0 / 0

617 Comments

    • Wed Sep 17th 04:58 AM | Rating: 0 0
      Commented on:
      America Buys AIG
      It's a ridiculous deal robbing AIG's shareholders and giving the fed and the govt. a very very sweet deal. this is not a fannie/freddie with zero equity. this is a giant pürofitable insurance company with temporary liquidity problems and a huge potential for write-ups in the coming years. make no mistake - the fed will make a ton of money from this deal.
      View article »
    • Wed Sep 17th 04:35 AM | Rating: 0 0
      Commented on:
      The Nationalization of AIG
      Actually the u.S. govt got itself a very very sweet deal. For a loan(!!!) they get a 79.9% equity stake(!) in a profitable company that has trouble only in one segment of its operations. And, given sufficient time, these troubles will ease and cause a huge write-up of many billion $ that had been written down on mark-to-market accounting. It#s almost unbelievable that AIG agrred to this deal and rejected others before. C'on, they will be able to repay the loan which is covered by all of AIG's assets anyway. This is no bail-out, this is expropriation of the shareholders of AIG by the govt.
      View article »
    • Wed Sep 17th 03:52 AM | Rating: 0 0
      Commented on:
      The Nationalization of AIG
      i wonder what the ratings agencies will do now. upgrade?
      it's all a frace - especially the ratings agencies. They should be abolished alltogether. The continue to add negative value to the markets
      View article »
    • Tue Sep 16th 06:51 AM | Rating: 0 0
      Commented on:
      Why It's Time to Buy Google, Apple
      in the long run, TA doesn't matter one iota. the most successful investors ALL have done without it. Though I have yet to find one who has made his billion$ fortunes by chart -guessing. But hey, teknikk7 might be the first
      oh, and yes, I know about that incredible performance by one or two hedgefunds which use a quantitative approach. I am just not convinced yet that their performance will last another decade or two.
      View article »
    • Mon Sep 15th 11:15 AM | Rating: 0 0
      Commented on:
      Why It's Time to Buy Google, Apple
      oh and btw: in our just-in-time and now increasingly web-based society businesses at one future point will learn the hard way HOW VULNERABLE they have become, especially with web-based software, databases and applications.
      View article »
    • Mon Sep 15th 11:13 AM | Rating: 0 0
      Commented on:
      Why It's Time to Buy Google, Apple
      Oh my! Google could have named its browser "BIG BROTHER GOLD EDITION" as well. Google is a shameless thieve of privacy information. I will never ever install a google brower on my pc. Heck, mr. softie looks like a schhoolkid in comparison to goog. And mind you, about 90% of my friends and relatives view the google browser the same way. they will never use it - even if it were 20 times more stable than MSIE. Google will certainly make tons of money going forward, no doubt. But I doubt very much that their browser will be as successful as the author thinks. Apart from the fact that he obviously has a pretty one-sided biased view of GOOG.
      View article »
    • Mon Sep 15th 10:25 AM | Rating: 0 0
      Commented on:
      BofA, Lehman, AIG: The New Financial Realities
      @guilamo: it could be a self-killing, i.e. harakiri. time will tell.
      View article »
    • Mon Sep 15th 10:24 AM | Rating: 0 0
      Commented on:
      BofA, Lehman, AIG: The New Financial Realities
      @paul&Shark: wtf? who cares how much you made or lost?
      btw: people who need to brag about their trading success usually lose their money pretty fast. so better watch out
      View article »
    • Mon Sep 15th 07:04 AM | Rating: 0 0
      Commented on:
      Primus Guaranty and the Viability of the CDPC Model
      @James: great, thorough analysis. However, i must confess that I would have a hard time investing more than, say 10% of my portfolio in PRS/PRD (it's about4-5% currently, with 2/3 of it in PRD). There is simply too much unknown and uncertain about counterparties and their counterparties' counterparties. too much that could go wrong. good luck to you though.
      View article »
    • Mon Sep 15th 05:51 AM | Rating: 0 0
      Commented on:
      Crunching Numbers: Why I'd Buy AIG
      @peter6: things that look similar on the surface might be totally different actually. AIG approaching the Fedv is good news. Regardless what happens to LEH and MER, AIG is extremely important to the real economy due to its insurance products. They will not be allowed to fail. of course another question is how low they hammer AIG's stock price and as the author correctly pointed out, the ratings agencies are a big unknown. Actually, the ratings agencies should be shut down immediately. upgrades and downgrades are by now done opportunistically and reflect more public pressure than rational analysis. The problem is, they can drag down companies by succumbing to the dumb demands of the crowd
      Imho AIG's debt is secure and safe and a buy here.
      View article »
    • Mon Sep 15th 05:35 AM | Rating: 0 0
      Commented on:
      Bank of America / Merrill: Shotgun Marriage
      Mish, naked shorts may have had no hand in LEH, but before you dismiss the 'naked shorts' factor that easily you ought to look into it and research it. You blunt rejection reads more like a biased opinion than a conclusion arrived at after due consideration.
      you shouldn't get ahead of yourselves. you are just a human being, no genius and you can and you actually do make incoirrect assumptions and statements - like all of us do from time to time.
      time to get a bit humble, perhaps, no?
      View article »
    • Fri Sep 12th 07:36 AM | Rating: 0 0
      Commented on:
      Investor Sentiment: Uncomfortably Numb
      another explanation could be that the retail investor doesn't matter anymore in thes emarkets and that most have withdrawn from the markets over the past years
      View article »
    • Fri Sep 12th 07:10 AM | Rating: 0 0
      Commented on:
      Petrobras Looks More Compelling Than Ever
      I would have loved the author backed up his 'cheap valuation' rhetorik with some numbers. Actually Tupi may soon become a millstone rather than an asset. It seems increasingly likely that current technology will be hardly sufficient to extract the oil and/or it will get very very costly to do so. It is a very big oil find, yes - but if the margins are too thin at $80-$100/bl oil other oil companies may actually offer the better deal. And make no mistake: nationalizing oil assets will be a continuing and escalating trend. Oil will remain THE strategic resource du jour. For me, there are way too many potential risks (execution, operation, political, currency) involved to justify a buy of PBR. I think there is still a lot of hot speculative money sitting in the stock.
      And btw: those 200bn have to come from somewhere. PBR currently doesn't make remotely the cash flow and profits needed to finance these huge projects.
      View article »
    • Fri Sep 12th 06:59 AM | Rating: 0 0
      Commented on:
      Now Is the Time to Be Buying Goldcorp
      love those TA-comments. TA-guys always give the impression they 'know' when capitulation is to come, whether it has happened or not and hence when stocks will bottom or top. And yet, looking at the world's richest investors there is NO technical analyst type of guy among them.
      I have tried TA myselves a lot for many years, have met a lot of TA people (some are way smarter than me) and after all that I can say with confidence that there is only one surefire way to make consistent money from TA: by selling books and seminars and software (e.g. trading systems based on TA) covering the subject.
      View article »
    • Fri Sep 12th 05:46 AM | Rating: 0 0
      Commented on:
      Boeing Strike Seems More Like Corporate Terrorism
      it continues to surprise me how people who - at least from their photography and the way they write - have never ever really experienced hard physical work over an extended period of time (not just for a few weeks in summer) still feel qualified and urged to write about this kind of subject. It's a bit like watching 22 year old analysts at brokerages who have never seen a real world job and who get nice benefits write about how management ought to cut jobs here and not give in to wage demands there. What is always conveniently overlooked (in this article as well) and certainly not by coincidence, are the HUGE benefits, options plans and salary packages that mgmts grant themselves. performance may be poor - lets grant us a few hundred thousand new stock oiptions with lower strikes. Mgmt will never have to go on strike because all it takes at a maximum, is a a brief talk to the board of directors. Managements granting themselves HUGE payouts for achieving little to nothing is the real 'corporate terrorism' going on in USA Inc. Just look at ORCL's Ellison - the guy granted himself a 43% salary increase recently - on top of the 700 million he made last year in salaries and stock options
      Go figure.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»