fAT

Sell the News, Buy the Rally

naw...I'll stick to Kerberos on Eudora. It all sounds nice - don't get me wrong - i touch itunes . I'm not saying it doesn't work, but I am saying that it's not a Mac. That you can't contest, right? :)

Unemployment Drops as Jobs Decline: Do You Believe in Magic?

I believe the operating word , 'le mot' (that's French) is STAGFLATION.
stagnation, as in no further growth, plus INFLATION, increase in prices and reduction of currency strenght.

Amazing Action in Ambac and MBIA

The Sharpest Image!

How Credible Are Moody's, S&P Monoline Ratings?

The lingo is a bit complex, I confess. However, it is just too odd that as these companies take on more insurance their share price declines. Usually, a company that's doing well , whatever its business might be, doesn't lose share value in this manner.
As fas as the assessment is concerned, that's tough. It seems that the only one(s) that might be profiting from these decisions are the company execs.
If you believe that 'all's well that ends well', I can suggest that all's NOT well that MIGHT not end well.
As far as I'm concerned, it's a good short still. why? because the trend is my friend...

How Gene Ludwig Forced the Countrywide Sale

Take over is not completed yet. Sometimes they do go sour.
THE SALE IS PENDING. Mozillo is not down just yet.

Housing Market Tracker - Forget Incentives, Builders Slashing Prices

great. now you just need an advisory.

Options Trader: Thursday Outlook

Don't leave out Ambac/MBIA. They held the markets up for a long time
Now they're going DOWN and so are ALL the major indexes
Time'sup!

Does the Yield Curve Point the Way for Stocks?

flight to safety
flight to safetyflight to safetyvflight to safety
flight to safety
flight to safety
flight to safety
flight to safety

Thursday's Options Report: ANH, NLY, MER, WM, FNM, AOB, LCC, CMTR, JNPR, RCL

hey thanks
good time to be in the markets, huh?

Citigroup Bottoming - Plus Some Free Advice for Meredith Whitney

you're too young to really comprehend what's going on. Citibank merged with travelers ten years ago or so. As such, they took on a whole lot of insurance liability.
Then, they started making all sorts of bad loans, subprime, etc...and overxtending credit to non credit-worthy entities and packaging them into CDO, collateralized debt OBLIGATIONS.

So, you might think that all NAMES means something, like Coca Cola or McDonalds, just think what's hapenned to fORD and WEndy's and some airlines and on and on and on. companies do do bad things to themselvs and do declare bankruptcy. When citi reaches 16 they're that much closer to Bankruptcy.
Good riddance

Housing Market Tracker - $100 Houses for Sale in Detroit

I'll have my say and eat my lunch too~!

Options Trader: Tuesday Outlook

ya but remember the Fed cut isn't until 18th march - a big lag from Jan 31, so unless they call an 'emergency' cut support levels mean less and less.
A rally could be in the works for tomorrow or thursday, i guess, but given all the news and and the new mortgage issues and continuing writedowns, and, now, overseas markets selloffs (DAX, for ex) it's gonna be hard to sustain.

Market Sentiment and Reality

a BET is just that- a bet
you can LOSE

Inflation and the Declining Dollar

Kudos to the Gov who ensures that California remains the most taxed and most underfunded state in the US

Trade and the Declining Dollar: What Do Slowing Imports Mean, and Is There a J-Curve?

equations -schmqations....Can you explain what 'current account deficit' means? Hmm?
I didn't think so.
CAB = NKA +RT
Where CAB is current account balance
NKA = net capital and financial account (all capital and financial transactions excluding reserve assets)
RT= Reserve asset transations


For example, a curernt account surplus is reflected in an increase in net claims, which may be in the form of official or private claims (on nonresidents) or in the acquisition of reserve assets on the part of monetary authorities.
Lookup 'balance of payments manual' by the IMF
LUCK