Ice

http://www.thetapositive.com
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12 Comments

    • Fri Nov 7th 20:43 PM | Rating: 0 -1
      Commented on:
      Amazon, Apple, Google: Waiting for the Fill
      Mr Wilson: I could not agree more. that why I sell the Dec Goog 320 put for $24. If I get hit I will have bought Goog for under $296. Not to bad, right!!
      View article »
    • Thu Oct 2nd 18:19 PM | Rating: 0 0
      Commented on:
      Why Mark to Market?
      Let's give companies a choice - per assets class they choose M2M or Mark to Fantasy.

      Just one rull;
      market to fantasy assets need to be specified to line level on the balance sheet.

      Management can in the side letter explain why those assets bear a high value than the current market price tells them. We investor can go through the line items and make our own assessment.

      Accounting firm sign off on the accurateness of the descripition of the line items - not on the Mark to Fantasy value.

      Problem solved for the investors and for credit market.

      Problem remains for the regular to determine solvency levels of banks. I agree with that - but at least we solved the issue for the first two domains.
      View article »
    • Fri Sep 12th 10:04 AM | Rating: 0 0
      Commented on:
      Let Lehman Fail
      I'm sorry to say that I don't agree with some of the points you made;

      - FNM and the likes are not bailed out. The equity holders are whipped out. (which is a good thing). Management should not have received bonuses and maybe even had to repaid prior years bonuses. What Paulson did by coming to rescue is to safe the world from the immediate effects of a FNM collapse and buying some time to solve the problem over a longer period. We the people of America would have paid the piper also in a complete bankruptcy. The good thing is now we get the bill presented over a decade.
      - As for your statements on Bill Gross; he used FNM bonds as an investment vehicle. He saw the spreads between FNM bonds and other bonds open up over the last 18 months and thought it to be a good opportunity. He made a political assessment if it was possible for the US government to walk from the implicit guarantees on FNM debt. He was right the world did not allow the government to walk away for 40 years of statements which lead to widely accepted believe that FNM bonds where protected by the US taxpayer. If you want to attach blame start with Nixon and move up to all the other presidents who supported big business and started with the political bias that business is the solution for all US problems and challenges. FNM was a disaster, 40 years businesses have taken the profits and now when times become rough they ain't home.

      Now we have proof we can't trust Wall Street with the welfare of the country, we need to distinguish between two aspects;

      - reduce the short term fall out
      - for the long term change of the regulations
      View article »
    • Mon Sep 8th 20:26 PM | Rating: 0 0
      Commented on:
      Could Frannie Have Prevented the Housing Bubble?
      IMO the main reason we had a housing bubble beside Wall Street greed was the non-recourse mortgage system. This allowed speculators to enter the market with a free put. This made every family a speculator which did not carry its own downside risk. This create jingle mail, this creates people running away from spec' houses.

      I am surprised how little attention this aspect of the credit crunch gets in the general media, in the blogs and by the opinion leaders (like yourself)
      View article »
    • Tue Aug 19th 17:19 PM | Rating: 0 0
      Commented on:
      The Crazy Lehman Share Price
      Agree Felix; it is annoying to think that we always need an explanation.

      The main reason why a stock goes down however we do know;

      Because there are more sellers than there are buyers.

      The rest is for historians not for a day by day Talking Head(s).

      Doesn't the word Head have an other mean - think nautical.
      View article »
    • Mon Aug 18th 12:10 PM | Rating: 0 0
      Commented on:
      When Op-Ed Pages Turn Neutral
      another annoying aspect of Huebert position is that he seems to find it normal for people in the lower - economical circles to have credit.

      Having credit and spending more than you earn might be an American thing, but that does not make it a normal - healthy way of living.

      Having credit means owning someone money, if you have trouble making ends meet, maybe! you should consider not having credit.

      Cross the atlantic ocean and you will find that people have credit and debit cards. Debit cards work like they work here. Credit card however don't give you credit longer than a month, full balance is deducted automatically monthly from your checking account.
      If you're in the need for credit (read personal loan) you go to your local bank and negotiate a PL. For liquidity purposes most checking account will allow an overdraft of several 1000's depending monthly income and mortgage payments.
      View article »
    • Sun Aug 3rd 21:13 PM | Rating: 0 0
      Commented on:
      Is the U.S. Banking System Safe?
      may I add to the list of excellent economy writers the team from Pimco. Bill Gross and Co have been on the subject as long as John Mauldin!
      View article »
    • Tue Jul 22nd 10:14 AM | Rating: 0 0
      Commented on:
      Analysts Weigh in on Apple Earnings; 10-15 Points More Downside?
      Yesterday I was in the ATT store on Park Ave. You can see there grown men in the 45-55 year range lining up to buy a 3g Iphone. All executive types, all haggling with sales guy to get on the list for when the Iphone become available again.
      These are not a 20 year old in line for a Xbox or a PS/3. These were at least mid level exec from the surrounding banks.

      Iphone is a hit also in the business environment. Just give AAPL some room to execute their plans. I am a strong holder in AAPL. Although I have some long term puts to cover the investment for disasters. But then that is my style of trading I hold nothing out right.
      View article »
    • Thu Jun 12th 07:02 AM | Rating: 0 0
      Commented on:
      A Reader-Owned New York Times?
      Felix, great idea, but one comment. We already have a big asset in the hands of the people and see what that has given us the last decades

      hint: Senate and Congress :)
      View article »
    • Mon Jun 9th 21:25 PM | Rating: 0 0
      Commented on:
      Apple Announces MobileMe, 'Exchange for the Rest of Us'
      I can hear the spanking MSFT was getting today. MSFT has all the ingredients for years to do stuff like this. For sure they not only missing a beat, they are missing the whole f^&&* boat.
      I think it is serious time to push for a management change in Seattle.
      View article »
    • Fri Jun 6th 12:40 PM | Rating: 0 0
      Commented on:
      Microsoft's iPhone Envy Is Starting To Show
      What about this for a thought.

      Split MSFT in two. Split the Windows Vista Business from the rest.

      Make an offer for AAPL with the remainder part of Microsoft.

      Should work shouldn't it.

      I think that would solve a lot of MSFT problems just afraid that the purchase of AAPL will not be a friendly merger.
      View article »
    • Thu Mar 13th 12:52 PM | Rating: 0 0
      Commented on:
      Can Bush Save the Dollar's Fall?
      It is hard to believe Bush or any of the other politicians want a strong dollar. If they get one the will need to raise taxes.

      The size of our deficit is better to handle if the dollar falls further and further. The US citizens and the Government have a pact. We don't raise taxes and we pay off our joint debt by trashing the dollar. With a Dollar 3:1 to the Euro our deficit is back with in normal boundaries plus as an extra benefit a lot of exported jobs will automatically come back to the US.

      So trashing the dollar will help this country. At least if you believe in short side politically easy solutions.

      So if you claim Bush wants a strong dollar you also make a statement that he is for the difficult, honorable and durable route out of this mess. I personally find that hard to believe; it would be a first time :)
      View article »
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