nickgogerty

http://www.gogerty.com
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209 Comments

    • Thu Aug 7th 13:55 PM | Rating: 0 0
      Commented on:
      The Great Bubble of China: Next to Pop?
      totally agree. I think there is a chance for regime change in 9-15 months. nickgogerty.typepad.co...
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    • Mon Aug 4th 08:23 AM | Rating: 0 0
      Commented on:
      Delusions of Debt
      The debt figure is important and deeply concerning, but is better measured relative to GDP as a ratio. nickgogerty.typepad.co...
      View article »
    • Sun Aug 3rd 09:45 AM | Rating: 0 0
      Commented on:
      Coming Soon: A Central Clearing House for Credit Derivatives
      The netting risk is significant. Let's hope the efforts at compressing exposures in a single netting facility happen soon enough. A major default or cluster of smaller defaults could cause significant liquidity pressures and recursive failures to deliver.
      View article »
    • Sun Aug 3rd 09:43 AM | Rating: 0 0
      Commented on:
      Is the U.S. Banking System Safe?
      Analysis and conclusions correct.
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    • Sat Aug 2nd 10:09 AM | Rating: 0 0
      Commented on:
      People's Bank of China Relaxes Lending Caps
      if you want a larger font size. Try holding down the "control" key sometimes labelled CTRL and the plus key "+" at the same time. This enlarges the font in the browser.
      cultivating cyber karma.
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    • Fri Aug 1st 10:25 AM | Rating: 0 0
      Commented on:
      Video: A Conversation with Charlie Munger
      great video. He is a great anthropologist.
      View article »
    • Fri Aug 1st 09:15 AM | Rating: 0 0
      Commented on:
      Toward the Command-and-Control Economy
      Zimbabwe just knocked 10 zeros off their currency. Maybe we can borrow a few of them for the Dollar.
      View article »
    • Fri Aug 1st 09:03 AM | Rating: 0 0
      Commented on:
      S&P Raises China's Rating, Derivative Losses Still a Concern
      An S&P rating should be seen for what it is, an opinion in a sea of opinions nothing more or less. Many drops make an ocean, but the S&P drop is really no more special than the others. Peoples faith and belief in it only makes it more dangerous than others. Caveat Emptor.
      View article »
    • Thu Jul 31st 08:24 AM | Rating: 0 0
      Commented on:
      Those 2007 Merrill CDOs in Foole
      Janet does Tavakoli does good work. It is worth a read. Thanks.
      View article »
    • Tue Jul 15th 10:29 AM | Rating: 0 0
      Commented on:
      SEC Subpoenas More Than 50 Hedge Fund Advisors
      We need a few pricks out there to keep the bubbles from getting to big. Long live the short sellers.
      View article »
    • Mon Jul 14th 10:28 AM | Rating: 0 0
      Commented on:
      Hedge Fund Risks: Measurement vs. Management
      VaR is like flying a plane with a broken altimeter that only works above 1000 ft. and then stick below 1,000 ft. There are mountains out there. Keep flying based on your broken altimeter and a you will eventually hit something. Use of VaR provides a dangerous level of comfort and familiarity with position exposures most of the time, but can't tell you where the mountains are.
      View article »
    • Thu Jul 10th 08:37 AM | Rating: 0 0
      Commented on:
      Irony in an Interconnected World
      focusing on the potential cause of price growth from speculation is a specious argument. Not indicating the actual growth on the demand side/ dollar decline for global commodities etc is highly disingenuous. This form of article only serves excite the public to hunt out "speculators"... and is not constructive. Please provide more evidence of correlation or causation.
      View article »
    • Thu Jul 10th 08:34 AM | Rating: 0 0
      Commented on:
      The Insanity of Holding MBIA Parent Company Credit Default Swaps
      Beware the netting exposure.
      View article »
    • Thu Jul 10th 08:23 AM | Rating: 0 0
      Commented on:
      The Dividend-Cut Flood
      thanks for the tip on dividends. It is an interesting point.
      View article »
    • Thu Jul 3rd 09:09 AM | Rating: 0 0
      Commented on:
      Spanish Unemployment, Housing and Balance of Payments
      Nice to see some international coverage in Seeking Alpha. Thanks.
      View article »
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