Research123's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/110382/comments http://seekingalpha.com/article/146254-the-benefits-of-dumb-regulation?source=feed#comment-568726 568726
Insurable interest should be a base requirment for any and all financial derivitives, and credit insurance should be limited to the value of the financial intrument being insured.



]]> Tue, 30 Jun 2009 13:45:36 -0400
Insurable interest should be a base requirment for any and all financial derivitives, and credit insurance should be limited to the value of the financial intrument being insured.



]]> http://seekingalpha.com/article/126729-the-ten-most-promising-net-cash-stocks?source=feed#comment-434300 434300 Sat, 21 Mar 2009 02:44:30 -0400 http://seekingalpha.com/article/125954-in-defense-of-cnbc-sort-of?source=feed#comment-425725 425725 Sat, 14 Mar 2009 13:34:38 -0400 http://seekingalpha.com/article/114253-want-to-reform-wall-st-bring-back-partnership-investment-banks?source=feed#comment-352870 352870
What's really disgusting is the fact that institutionsal investors who should have known better bought in to the ibanks IPOs and enabled the expansion of WS greed.]]> Sun, 11 Jan 2009 22:25:38 -0500
What's really disgusting is the fact that institutionsal investors who should have known better bought in to the ibanks IPOs and enabled the expansion of WS greed.]]> http://seekingalpha.com/article/114079-50-returns-no-risk?source=feed#comment-351430 351430 Fri, 09 Jan 2009 23:40:33 -0500 http://seekingalpha.com/article/110141-are-clawback-provisions-an-admission-of-poor-risk-management?source=feed#comment-325810 325810 Wed, 10 Dec 2008 15:52:58 -0500 http://seekingalpha.com/article/107929-demonic-short-sellers?source=feed#comment-315031 315031 Tue, 25 Nov 2008 17:34:55 -0500 http://seekingalpha.com/article/107929-demonic-short-sellers?source=feed#comment-314909 314909
Financial media should be required to disclose their sources and source exposure to the comapny on which they are providing data. Period.]]> Tue, 25 Nov 2008 15:08:21 -0500
Financial media should be required to disclose their sources and source exposure to the comapny on which they are providing data. Period.]]> http://seekingalpha.com/article/107929-demonic-short-sellers?source=feed#comment-314827 314827
Kind of like what seems ot be going on in the CDS space today, except that buyers of CDS coverage don't need to hire intermediaries to kill the insured. All they need to do is give away stories for free to the media who will happilly help kill any organization in return for eyeballs.

A CDS is not de facto a bad thing, but without transparency and a clear insurable inteerest, the CDS marklet is driving lots of unintended and perhaps quite evil consequences.]]> Tue, 25 Nov 2008 14:03:46 -0500
Kind of like what seems ot be going on in the CDS space today, except that buyers of CDS coverage don't need to hire intermediaries to kill the insured. All they need to do is give away stories for free to the media who will happilly help kill any organization in return for eyeballs.

A CDS is not de facto a bad thing, but without transparency and a clear insurable inteerest, the CDS marklet is driving lots of unintended and perhaps quite evil consequences.]]> http://seekingalpha.com/article/107463-gm-bankruptcy-is-no-longer-an-option?source=feed#comment-313259 313259
Detroit needs to rest its employee cost structure to more closely match Toyota et al. ]]> Sun, 23 Nov 2008 21:57:13 -0500
Detroit needs to rest its employee cost structure to more closely match Toyota et al. ]]> http://seekingalpha.com/article/106072-the-right-kind-of-bailout?source=feed#comment-306340 306340
The auto industry needs an industry-wide horoic solution to the non competative legacy beneftis package that keeps dragging them down. Something like the rairoad retirement system that was established early in last century to resolve the legacy rairoad pension system.

The auto industry was THE significant driver in creating the post-WW II midle class. Think of the increase in the number of cars per capita over thr past 50 years and the establishment of the great American surban landscape. For better or worse, auto's were the driver, and the country can't just discard the aging workforce that was at the heart of this process.

Solution: a prepackaged reorganization of the entire industry that begins with a nationalized auto retirement system (income and health insurance), funded over a long future period by profit participation from the new unfettered re-capitalized businesses. Force the UAW to accept a radically restured work environment and wage structure in return for full government guarentees of the auto retirement system.

]]> Fri, 14 Nov 2008 15:39:41 -0500
The auto industry needs an industry-wide horoic solution to the non competative legacy beneftis package that keeps dragging them down. Something like the rairoad retirement system that was established early in last century to resolve the legacy rairoad pension system.

The auto industry was THE significant driver in creating the post-WW II midle class. Think of the increase in the number of cars per capita over thr past 50 years and the establishment of the great American surban landscape. For better or worse, auto's were the driver, and the country can't just discard the aging workforce that was at the heart of this process.

Solution: a prepackaged reorganization of the entire industry that begins with a nationalized auto retirement system (income and health insurance), funded over a long future period by profit participation from the new unfettered re-capitalized businesses. Force the UAW to accept a radically restured work environment and wage structure in return for full government guarentees of the auto retirement system.

]]> http://seekingalpha.com/article/101752-comcast-looks-incredibly-cheap?source=feed#comment-289533 289533 Fri, 24 Oct 2008 10:31:46 -0400 http://seekingalpha.com/article/101457-understanding-credit-default-swaps-a-case-for-regulation?source=feed#comment-288700 288700
It would seem to make perfect sense to limit CDS purchases using some sorrt of dynamic insurable interest standard that would limit the size of the CDS market to the amount of the investments being insured, and would require that an entity buying and holding a CDS has an ongoing equivalent insurable interest in the underlying security that is being insured through the CDS.]]> Thu, 23 Oct 2008 11:07:58 -0400
It would seem to make perfect sense to limit CDS purchases using some sorrt of dynamic insurable interest standard that would limit the size of the CDS market to the amount of the investments being insured, and would require that an entity buying and holding a CDS has an ongoing equivalent insurable interest in the underlying security that is being insured through the CDS.]]> http://seekingalpha.com/article/100714-credit-default-swaps-part-one-origins-and-implementations?source=feed#comment-286299 286299 Mon, 20 Oct 2008 10:57:29 -0400 http://seekingalpha.com/article/100533-fundamental-valuation-how-low-could-we-go?source=feed#comment-285211 285211 Sat, 18 Oct 2008 12:22:24 -0400 http://seekingalpha.com/article/99726-financial-crisis-the-blaming-of-the-nerds?source=feed#comment-281708 281708
I'm actually quite worried that there will be a neo-con reactionary backlash after Obama wins that could push the US into a very unpleasant state.]]> Mon, 13 Oct 2008 20:11:57 -0400
I'm actually quite worried that there will be a neo-con reactionary backlash after Obama wins that could push the US into a very unpleasant state.]]> http://seekingalpha.com/article/99026-the-longs-are-getting-squeezed?source=feed#comment-277985 277985
Our financial system cannot stand the waterfall effect of doubling the available shares of every stock one by one, which appears to be what is happening. The end game will be to starve all companies of new capital (can't sell new shares to expand if your stock has been driven down 50% by short sellers.)

What a great outcome for our country.]]> Thu, 09 Oct 2008 15:12:03 -0400
Our financial system cannot stand the waterfall effect of doubling the available shares of every stock one by one, which appears to be what is happening. The end game will be to starve all companies of new capital (can't sell new shares to expand if your stock has been driven down 50% by short sellers.)

What a great outcome for our country.]]> http://seekingalpha.com/article/99133-did-derivatives-cause-the-crisis?source=feed#comment-277700 277700 Thu, 09 Oct 2008 10:30:22 -0400 http://seekingalpha.com/article/98440-bailout-datapoint-of-the-day-aig-edition?source=feed#comment-272822 272822 Fri, 03 Oct 2008 13:29:16 -0400 http://seekingalpha.com/article/98443-hedge-funds-eat-their-young?source=feed#comment-272820 272820 Fri, 03 Oct 2008 13:26:11 -0400 http://seekingalpha.com/article/97925-why-have-things-gone-so-wrong?source=feed#comment-269639 269639 Tue, 30 Sep 2008 11:58:49 -0400 http://seekingalpha.com/article/96940-why-punish-the-whistle-blower?source=feed#comment-262841 262841 Tue, 23 Sep 2008 16:13:19 -0400 http://seekingalpha.com/article/96933-the-real-wall-street-doesn-t-deserve-to-be-ruined?source=feed#comment-262448 262448
Get smart and get real - as ugly as it is, Paulson's bailout is the only chance we have to keep the banking buisness from going over a cliff.]]> Tue, 23 Sep 2008 10:38:13 -0400
Get smart and get real - as ugly as it is, Paulson's bailout is the only chance we have to keep the banking buisness from going over a cliff.]]> http://seekingalpha.com/article/96224-rtc-creating-a-big-bad-bank?source=feed#comment-258374 258374 Thu, 18 Sep 2008 17:04:02 -0400 http://seekingalpha.com/article/95211-debating-the-lehman-collapse?source=feed#comment-252859 252859
Hmm. Seems to me that buyers of firms shorted to death (Countrywide, Bear, Indymac,Leh...) won't have any reason to communciate post ante that the buyee was acually in great shape, so the above statement is fairly silly.]]> Fri, 12 Sep 2008 13:08:48 -0400
Hmm. Seems to me that buyers of firms shorted to death (Countrywide, Bear, Indymac,Leh...) won't have any reason to communciate post ante that the buyee was acually in great shape, so the above statement is fairly silly.]]> http://seekingalpha.com/article/87106-wamu-and-more-uninsured-depositors-begging-for-trouble?source=feed#comment-214590 214590 Fri, 25 Jul 2008 14:22:59 -0400 http://seekingalpha.com/article/85257-will-ackman-s-plan-for-fannie-mae-backfire?source=feed#comment-206951 206951 Wed, 16 Jul 2008 12:11:13 -0400 http://seekingalpha.com/article/85051-the-upside-of-falling-bank-stocks?source=feed#comment-206011 206011
Frankly, except for the financial press telling us all (often and shrilly) how bad financial balance sheets really are, I'm not at all sure how any rational investor can tell what's really going on. Stock prices for most banlks are trading at a fraction of book value - either management is lying about what they think is going on, or market participants are clubbing all baby seals in reach simply because they have been able to make all seals look like babies, even if some of them in fact are still grown-ups.

Shorting is never a pretty process, but between the elimination of the uptick rule and the lack of enforcement of the requirement to actually locate stock to borrow, the process has become downright ugly and threatens to bring down the entire system. Think about it - why save money when saved wealth invested in the markets can be destroyed by others at will without any apparent recourse? Maybe the low US savings rate is the only rational response to this brutal phenomenon. ]]> Tue, 15 Jul 2008 11:19:35 -0400
Frankly, except for the financial press telling us all (often and shrilly) how bad financial balance sheets really are, I'm not at all sure how any rational investor can tell what's really going on. Stock prices for most banlks are trading at a fraction of book value - either management is lying about what they think is going on, or market participants are clubbing all baby seals in reach simply because they have been able to make all seals look like babies, even if some of them in fact are still grown-ups.

Shorting is never a pretty process, but between the elimination of the uptick rule and the lack of enforcement of the requirement to actually locate stock to borrow, the process has become downright ugly and threatens to bring down the entire system. Think about it - why save money when saved wealth invested in the markets can be destroyed by others at will without any apparent recourse? Maybe the low US savings rate is the only rational response to this brutal phenomenon. ]]> http://seekingalpha.com/article/84878-apple-sells-one-million-iphones-in-three-days?source=feed#comment-205148 205148 Mon, 14 Jul 2008 10:52:44 -0400 http://seekingalpha.com/article/84433-saving-fannie-and-freddie?source=feed#comment-202151 202151
Make no mistake, a Wall Street victory in the name of free enterprise will spell the death nell for the form of widespread mortage-fuled homeownership that has lifted vast swaths of America up into the middle class over the past 80 years.

Congratulations, financial economists!]]> Thu, 10 Jul 2008 09:57:33 -0400
Make no mistake, a Wall Street victory in the name of free enterprise will spell the death nell for the form of widespread mortage-fuled homeownership that has lifted vast swaths of America up into the middle class over the past 80 years.

Congratulations, financial economists!]]>