user225084-justme

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    • Mon Oct 13th 12:12 PM | Rating: 0 0
      Commented on:
      Cisco Valuation So 'Silly' It's Time to Buy - JMP
      What? Cisco has been going essentially nowhere for 5 years. And now, in the middle og a huge downturn, the analysts suddenly thinks Cco is a screaming buy, by looking backward?

      I think not.
      View article »
    • Mon Oct 6th 20:01 PM | Rating: 0 0
      Commented on:
      Time for Global Coordinated Easing
      I'm not surprised ;-)
      View article »
    • Mon Oct 6th 18:12 PM | Rating: 0 0
      Commented on:
      Time for Global Coordinated Easing
      Translation: Kathy Lien is short dollar and wants Bernanke to reduce the interest rate to 0 so that she will get a chance to cover her position.

      This article contains an extraordinary amount of mumbo-jumbo and nothing concrete about anything. I'm nor surprised.
      View article »
    • Sun Oct 5th 19:17 PM | Rating: 0 0
      Commented on:
      Fannie and Freddie Did Not Cause This Crisis
      It would be wiser to use the term "commission issue" or even "agent issue" (not "agency issue") when talking about commission/agent issues and FNM/FRE in the same gasp of air.

      The problem with the terminology used in this article is that the reader can be confused because FNM/FRE loans are commonly referred to as "agency loans", in the sense of "via government agency". Although we all know that FNM/FRE are not really (or supposedly) "government agencies", the terminology seems to be very common.
      View article »
    • Wed Oct 1st 15:50 PM | Rating: 0 0
      Commented on:
      Four Myths About the Free Market and Its 'Demise'
      Good article, Rick.
      View article »
    • Tue Sep 30th 11:12 AM | Rating: 0 0
      Commented on:
      Dollar Goes Down Along with Bailout Plan
      And today, the dollar is up yet again, this time even against the YEN.
      View article »
    • Mon Sep 29th 23:34 PM | Rating: 0 0
      Commented on:
      Dollar Goes Down Along with Bailout Plan
      Kathy Lien is wrong AGAIN. Today the dollar rose against all major currencies with the lone exception of the Yen.

      What was that misleading headline again? Oh, yeah,

      "Dollar Goes Down Along with Bailout Plan"
      View article »
    • Sun Sep 28th 20:53 PM | Rating: 0 0
      Commented on:
      The Deal's Getting Done, But Will It Work?
      Huge loopholes in the bill:

      For example (page 32 lines 10-22),

      if (auction-based purchases) AND (the total is above $300M) then
      1. The Secretary shall prohibit entering into NEW golden parachute agreements
      2. MEANING: existing golden parachutes are not affected
      3. The Secretary shall issue guidance to carry out this paragraph not
      later than 2 months after the date of enactment of this Act, and such
      guidance shall be effective upon issuance
      4. MEANING: there is a 2-month window for making new golden
      parachutes, or better yet, make them now before the law passes.
      endif

      Here is how it should have been:

      For any company that sells assets to the treasury, any executives or
      employee that has a golden parachute shall give up all provisions of
      their golden parachute.
      View article »
    • Fri Sep 26th 12:16 PM | Rating: 0 0
      Commented on:
      Bailout Talks Lose Sight of the Cost Question
      How to get the right price for the assets: We should do a variant of what the Swedes did: Offer to take a preferred equity position in any institution that requires additional capital in order to realize losses on mortgage-based assets..

      The institution must use the capital to make a write-down of the specific impaired assets, and can then dispose of the assets to private investors on the open market, or hold them, a they see fit.

      The price of preferred shares should be determined by some function of the market value on AND around the date of asset disposal (and/or writedown), details TBD. Of course, safeguards against price manipulations around those dates must also be enacted.

      The key is to align tax-payer interest as a stakeholder with the regular shareholder interest, and the management interest. That is the only way to get the desired outcome, which is to protect the taxpayer downside and to participate in the upside. In short, the bailout should take the form of an INVESTMENT for a RETURN.

      Note: I’m not talking about the type of “aligning management and shareholder interest” which is doublespeak for “handing out lot of options and restricted stock to management”. :-)
      View article »
    • Thu Sep 25th 16:24 PM | Rating: 0 0
      Commented on:
      Barney Frank's Money Quote
      Harm, it is just me :-)
      View article »
    • Thu Sep 25th 11:44 AM | Rating: 0 0
      Commented on:
      Barney Frank's Money Quote
      Harm, good to see you, ....(just someone you know)
      View article »
    • Thu Sep 25th 11:43 AM | Rating: 0 0
      Commented on:
      Barney Frank's Money Quote
      blackbody, that is a good idea.
      View article »
    • Thu Sep 25th 11:28 AM | Rating: 0 0
      Commented on:
      Barney Frank's Money Quote
      Just a thought: Is the whole idea of the rescue really to make permanent the near-700B worth of permanent lending from the Fed's "temporary" lending facilities, at face value, but this time interest free, and of course with the taxpayer taking all the risk. Plus the Fed gets its coffers replenished, at the expense of the taxpayer.
      View article »
    • Mon Sep 22nd 16:42 PM | Rating: 0 0
      Commented on:
      Crazy Move in Front-Month Crude
      Excellent article. Marketwatch got this one totally wrong. They were not aware at all that the $130/barrel peak was for TODAY ONLY.
      View article »
    • Fri Sep 19th 18:00 PM | Rating: 0 0
      Commented on:
      The Blame Game, Part I: The Short-Seller Witch Hunt
      Fer Pete's sake, Smarty_Pants. Why are you stereotyping me as someone who buys long, possibly on margin and dislikes short-sellers?

      Quite the opposite is true.

      My contribution to this thread was to point out the strong analogy, or duality if you will, between short selling and margin buying, with the intent of illustrating that if you restrict one type of transaction then you should also restrict the other, or neither, so as to make the playing field level (or the market "free" if you will).

      What's not clear about that? Jeez. You keep arguing with me because you think I'm against short sellers. Even if I happened to be, you should stick to arguing against what I have said, not just arguing because you think you disagree with me and therefore do not like me. Get a clue.

      And you even have good points: Spreading rumours to drive UP the price of a stock is much more common than spreading rumours to drive down a stock. I agree completely.
      View article »
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