GregY

Wall Street Breakfast: Must-Know News

If you need to look for guilty party (s) here are my candidates:
1. Chris Dodd or is it "Dudd" and Barney Frankes are the arhitects of mortgage disaster should imo join the architect of Enron debacle;
2. George "no veto" Bush who betrayed his constituency and didn't learn much from his personal experience of S&L meltdown.

At least the Exxon skipper was drunk....

Banking Sector: Band-Aids Just Won't Do It

Why do you say "Washington Mutual (WaMu) will go into receivership the week of 07/28/08?" What makes you say that? - because BDS holds August puts, that is why.

Economics, financial sanity and morality are out in the elections years. I wonder if there are coming back after.

Bank Executive Compensation and the Bailout

User 138602 - not that I disagree with you, but what, if anything, do suggest as a constructive plan of action? Executive compensations are unrealistic, unconscionable, and promote wrong behavior for all participants of corporate and civic process. I do understand the motivations of the boards to keep the status quo, but I totally do not understand behavior of institutional investment managers who are showing decimal results for their efforts. Is it a conspiracy of incompetent?

Wall Street Breakfast: Must-Know News

It is not the lack of knowledge, it is deliberate manipulation of a free and honest debate. These tactics have often been used by socio-fascists to manipulate public at the times of challenging economic conditions. The refusal of corrupt politicos to deal with energy policies for decades provides them with another attempt to destroy the system they parasite off. The oil state monopolies and pseudo-Greens are "the speculators" everybody is looking for. They have different motivations, but the common goal - the destruction of free markets.

The Pros, Cons and Paradoxes of Dividends

Thank you Lance. A very interesting analysis.

Under The Radar News - Friday

I agree with Simple Simon, the real competition in this space is a very short supply, and with it real innovation.

Why It's Time to Be Invested in the New Recession

Excellent analysis of politically induced recession and an excellent opportunity for above average returns.

Friday's Options Report: GOOG, CCK, GFIG, SLE, MSFT, C, OSK, KEY

Very good synopsis. Thank you.

Under The Radar News - Wednesday

Re Politician wants to age-limit energy drinks. That would be a first step in a right direction - legalize drugs. Just imagine positive impact on our economy if we would stop wasting billions on unnecessary law enforcement, military operations abroad, and jailing millions of people. Well, that would be too sane, never mind.

Under The Radar News - Wednesday

Thank you. Always enjoyable and informative. I am addicted to your column.

Under The Radar News - Friday

The next subprime? Adler's call sounds like nostalgia for 2K "good times" hoping to scare businesses into colossal spending campaign. Perhaps infrastructure investments are not a bad thing in recessionary time. Even if this recession is politically induced for election purposes.

Under The Radar News - Tuesday

More analysts diss Merrill. - Perhaps these analysts should be involved in assessment of their employers. They seem to have more insight into financial health of this troubled market than people who run it. Isn't is great to be paid for just an opinion and have no accountability for an outcome? Oh, wait, don't their bosses are doing just the same for even more money? Why do we care what they estimate?

The Unusual Suspects in an Ambac Bailout

No. It is Bush. Everybody knows that everything, from Global Warming to .... (you feel the blanks), is his fault.

U.S. Mortgaging Its Future for Sovereign Fund Investments

Bankers selling their souls - what a hilarious notion! If Mr. Sterling believes that bankers have souls, and someone is willing to buy them, his defense of America and "capitalism" cannot be taken too seriously.

Selling Over? I'm Just Not Buying It.

I love this talk about collapsing home prices in CA in FL. Where is this bull comes from? With 90% of CA RE located in the areas, price collapse in Stockton and such is merely a statistical blip. Prices in Bay area and even in San Diego are still within 5% of the top.