D Ramses

Citigroup Float May Experience Dramatic Upside Velocity

I will say this; his theory is a good one if only for the following reasons.
Citi will not be allowed to fail as long as the United States of America is viable and capable. They are printing money because of the low interest rates. They are a $2 stock.

This is when fundamental investor's and technical trader's worlds collide. This is a stock not a company, the company it represents is purely an abstraction, it serves as an Oracle into the direction we should value the stock. By all accounts Citi should be negative from a fundamental viewpoint but market mechanics only allow a stock to go to zero. That simple little fact tells you this is a stock, not a company, a device for trade and trade only.

This theory is about trading, not the company's fundamentals, not the company's viability. If you have a brain cell in your head you can accept this, not to be mean or anything but it’s not hard. The company's float is going to decrease substantially and not be available to short.

Kind of like FWLT, and GOOG and other low float stocks with ridiculous stock prices because there is no supply to satisfy demand. This is a STOCK not a company!

Will Someone Remove Geithner from the Poker Table, Please?

Fine, well said Tyler.
Now WTF should I do to hedge against this total uber-collapse as you see it on the downside? Having watched Rounders just yesterday I'd like to leave myself an out, I never go all in unless I literally know the person that I'm playing against or I'm drunk(lost a lot of money that way).

Do we pick up a fat position in FAZ or SKF and wait for the lemmings to turn direction and jump off the cliff, or do we just ride along with the Fed with our finger on the sell button every time the economy gets worse? I mean isn’t this what we've been waiting for, a propping up of our phony system which should make everyone feel better and at least get back to business as usual assuming that risk management and mitigation will now be re-instituted going forward?

If we don't repeat these credit excesses for another 70 years isn’t that the all clear signal? This is the 1930s on a much larger scale as far as global reach, and the numbers are Austin Power's Dr. Evilish (reference to his ransom for not blowing up the moon or something or other). I mean I'm not saying let the blind lead the blind, but hey it's worked for 70 plus years, just tweak it a little and lets go, put the controls back, take some controls out(M2M in it's current form) and lets do this.

Citi's Balance Sheet Is Just Too Big to Fix

Umm, hmm. Nationalize Citi and risk alienating all of our financial allies? What don't you understand about the "too big to fail" moniker? It's a geo-political classification. Citi will never be fully nationalized and its onl because of public outcry and a more assured profit guarantee that the government is even putting itself into this bank. How else do you think we're goign to plug the gaping holes in the US balance sheet than to spin these investments off stealthily and without fully committing to the market's forces ergo AIG. This is AIG the remix with less risk but clearly as much to gain on a reversal and eventual profit.

Predicting the Financial Sector Rebound

I don't think we need to even pay attention to what the analysts have to say on this issue at all. Few, if any of them, got ahead of this downward spiral and as stated above no one, including the company operators themselves knows what their assets are worth. If I'm not mistaken, unknown companies riding on the hope of their potential are listed on the pinks, or are going to market in an IPO. We're talking about the world's largest bank whose assets are not defined by them but by a market they cannot control or influence. How much would ou put on a lottery ticket, because I'ma fraid that this is what Citibank has become. Granted 20 years from now this will have been a great buying opportunity, but do I want to wait 20 years to potentially double my money?!? Who is to say that 20 years from now the business that Citibank is in will even be viable? Wide sweeping institutional change could take place, will Citi adapt and survive? Yes, far flung questions, the point I'm trying to stress is every fundamental aspect of this company is now an unknown, between new leadership or lack thereof and a changing regulatory landscape who knows what this company is worth or where its going.

Stalking the Internet Operating System

A brillant analysis, if in fact this comes to pass it would be huge. I wouldn't mind using a lite web-based versino of word with context-specific ads flying by. You'd get storage and content management all in one with backup using your Microhoo webmail.

My only problem with all of this is the need for an internet connection. These types of events much like the RIMM Bberry outage would have an impact on the stock. But I guess that's the nature of the beast. Would be huge for the likes of network, storage and chipmakers.

Microsoft Finally Convinces: The Future Belongs to Google

Umm, I'm not sure if you knew this or not but this all ready happened. It's called LINUX and despite great strides into the enterprise it remains a thud. What OS and browser are you going to use to download this fantastic free internet OS? Probably MS Vista and IE 7. Come on man get real. Remember TC? Thin Computing, yeah, like I said we've been down this road before, people don't want to deal with the OS, to non-geeks its not important. Did you say driver support? Who do I sue when my free word processor kills my sales proposal? Come on, you wrote an entire article with your head in the clouds!

Time to Buy Financials? 4 Potential Picks

We are talking about markey psychology now, the technicals and amthematical formulas we've all learned no longer apply. The financials are now being reduced to baseball card status. They are only appealing to people who like to collect things and wait until the end of time hoping they gain some intrinsic value becoming the envy of other collectors. I say this because their strength as dividend payers is perilously close to the edge of a cliff.