Briggsy's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/162058/comments http://seekingalpha.com/article/130639-sucker-s-rally-approaching-an-end?source=feed#comment-463616 463616
On Apr 14 02:39 PM Mad Hedge Fund Trader wrote:

> It certainly is overdone short term. Will someone please help me
> out here? Q1 is widely expected to be the quarter from hell, with
> earnings expected to plummet by 38%, and the market rockets 26%,
> the biggest hyperbolic move since 1930. Is there a disconnect here?
> I know I only got a magna cum laude in math in college, not the summa
> cum laude I deserved (my professor didn’t understand his subject
> and hated me for it). But is it possible that the market has gotten
> ahead of itself? Just a tad? Is the economy really going to have
> the massive bungee cord type recovery that the market is discounting
> here? Could we be setting up for the perfect sell in May and go away
> scenario, like we saw last year? I don’t get this. I await your comments
> in earnest.]]> Tue, 14 Apr 2009 22:50:08 -0400
On Apr 14 02:39 PM Mad Hedge Fund Trader wrote:

> It certainly is overdone short term. Will someone please help me
> out here? Q1 is widely expected to be the quarter from hell, with
> earnings expected to plummet by 38%, and the market rockets 26%,
> the biggest hyperbolic move since 1930. Is there a disconnect here?
> I know I only got a magna cum laude in math in college, not the summa
> cum laude I deserved (my professor didn’t understand his subject
> and hated me for it). But is it possible that the market has gotten
> ahead of itself? Just a tad? Is the economy really going to have
> the massive bungee cord type recovery that the market is discounting
> here? Could we be setting up for the perfect sell in May and go away
> scenario, like we saw last year? I don’t get this. I await your comments
> in earnest.]]> http://seekingalpha.com/article/127045-triple-leveraged-etfs?source=feed#comment-434293 434293 Sat, 21 Mar 2009 01:57:12 -0400 http://seekingalpha.com/article/125806-update-on-government-fiscal-policy?source=feed#comment-427172 427172 Mon, 16 Mar 2009 01:22:54 -0400 http://seekingalpha.com/article/125804-cramer-grilled-on-jon-stewart?source=feed#comment-426071 426071 Sun, 15 Mar 2009 01:48:28 -0400 http://seekingalpha.com/news/market_currents/post/19811?source=feed#comment-426063 426063
Anything received back on the asset would be recognized as income ratably over 12 quarters. (Treated as financial reporting income, not for tax reporting. Most of what is coming back is return of principal.)

This takes all the judgment and monkey business out of valuation. It smooths the writedown in a predictable way and gives every quarter's aggregate writedown an opportunity to be offset by an aggregate gain engineered with a bias of twice the writedown rate.

The concept of regulatory capital needs an overhaul, and should be based on cash flow liquidity. If you can pay your operating expenses and cover all account withdrawals each month, you're still in business baby.]]> Sun, 15 Mar 2009 01:12:04 -0400
Anything received back on the asset would be recognized as income ratably over 12 quarters. (Treated as financial reporting income, not for tax reporting. Most of what is coming back is return of principal.)

This takes all the judgment and monkey business out of valuation. It smooths the writedown in a predictable way and gives every quarter's aggregate writedown an opportunity to be offset by an aggregate gain engineered with a bias of twice the writedown rate.

The concept of regulatory capital needs an overhaul, and should be based on cash flow liquidity. If you can pay your operating expenses and cover all account withdrawals each month, you're still in business baby.]]> http://seekingalpha.com/article/123689-sec-exploring-remedies-for-short-selling-manipulation?source=feed#comment-410439 410439
What if buyers want to buy but current shareholders do not want to sell?

Short selling provides liquidity by allowing buyers to enter long positions at some or any price or at a lower price than they might otherwise be forced to pay.]]> Mon, 02 Mar 2009 23:55:04 -0500
What if buyers want to buy but current shareholders do not want to sell?

Short selling provides liquidity by allowing buyers to enter long positions at some or any price or at a lower price than they might otherwise be forced to pay.]]> http://seekingalpha.com/article/123394-three-reasons-why-investors-should-worry-about-bank-nationalization?source=feed#comment-408614 408614 Sun, 01 Mar 2009 21:41:49 -0500 http://seekingalpha.com/article/123400-why-my-housing-plan-should-be-implemented-now?source=feed#comment-408593 408593 Sun, 01 Mar 2009 21:21:24 -0500 http://seekingalpha.com/article/123436-not-everyone-is-afraid?source=feed#comment-408555 408555 Sun, 01 Mar 2009 20:29:23 -0500 http://seekingalpha.com/article/121941-fixing-finance-three-simple-suggestions?source=feed#comment-399490 399490
Let us go to non-profit public banking ASAP, and let statutory cramdown authorization lead the way.]]> Mon, 23 Feb 2009 01:24:34 -0500
Let us go to non-profit public banking ASAP, and let statutory cramdown authorization lead the way.]]> http://seekingalpha.com/article/118270-can-the-economy-recover-in-the-midst-of-a-consumer-confidence-crisis?source=feed#comment-375074 375074

On Feb 03 10:59 PM fatcat wrote:

> The blame for the crash in consumer confidence can be placed squarely
> on the rise of gasoline to $4 per gallon.That was the beginning of
> the end for Joe Sixpack.
>
> Like 9/11 without the planes...]]> Tue, 03 Feb 2009 23:39:51 -0500

On Feb 03 10:59 PM fatcat wrote:

> The blame for the crash in consumer confidence can be placed squarely
> on the rise of gasoline to $4 per gallon.That was the beginning of
> the end for Joe Sixpack.
>
> Like 9/11 without the planes...]]> http://seekingalpha.com/article/117803-memo-to-bank-of-america-s-directors-shame-on-you?source=feed#comment-372913 372913 Sun, 01 Feb 2009 23:34:13 -0500 http://seekingalpha.com/article/117350-would-the-new-legislation-kill-the-cds-market?source=feed#comment-370579 370579 Thu, 29 Jan 2009 21:54:29 -0500 http://seekingalpha.com/article/115684-the-heretics-of-finance?source=feed#comment-365613 365613 Sun, 25 Jan 2009 12:05:17 -0500 http://seekingalpha.com/article/116221-distressing-details-of-the-ultrashorts?source=feed#comment-364690 364690

On Jan 23 06:01 PM Thomas J. Gordon wrote:

> Do people think there is a psychological component to these ultra
> shorts or are they only priced according to the value of the assets
> they hold? srs is an etf. It sits on the market and people can
> trade it. Those days in november when it went over 200 there were
> lots of people who thought the reits were done for and that they'd
> never borrow another dollar in the credit markets. Is that why it
> went over 200 and quickly fell back?]]> Fri, 23 Jan 2009 21:28:25 -0500

On Jan 23 06:01 PM Thomas J. Gordon wrote:

> Do people think there is a psychological component to these ultra
> shorts or are they only priced according to the value of the assets
> they hold? srs is an etf. It sits on the market and people can
> trade it. Those days in november when it went over 200 there were
> lots of people who thought the reits were done for and that they'd
> never borrow another dollar in the credit markets. Is that why it
> went over 200 and quickly fell back?]]> http://seekingalpha.com/article/115974-john-thain-r-i-p?source=feed#comment-363724 363724 Fri, 23 Jan 2009 01:01:32 -0500 http://seekingalpha.com/article/113236-shorting-to-take-advantage-of-overbought-market?source=feed#comment-347061 347061 Tue, 06 Jan 2009 00:34:21 -0500 http://seekingalpha.com/article/112846-the-pitfalls-of-using-inverse-etfs?source=feed#comment-342908 342908 Wed, 31 Dec 2008 16:44:42 -0500 http://seekingalpha.com/article/112834-2009-watch-the-baltic-dry-index?source=feed#comment-342806 342806 Wed, 31 Dec 2008 14:55:19 -0500 http://seekingalpha.com/article/112645-have-we-seen-a-head-and-shoulders-bottom-in-the-market?source=feed#comment-341588 341588 Tue, 30 Dec 2008 13:22:53 -0500 http://seekingalpha.com/article/112654-three-top-canadian-royalty-trusts?source=feed#comment-341581 341581 Tue, 30 Dec 2008 13:14:59 -0500 http://seekingalpha.com/article/112024-why-i-see-long-term-deflation?source=feed#comment-336681 336681 Tue, 23 Dec 2008 11:45:12 -0500 http://seekingalpha.com/article/111002-americans-overspend-by-650-billion-on-health-care?source=feed#comment-331658 331658 Wed, 17 Dec 2008 01:31:40 -0500 http://seekingalpha.com/article/110769-let-s-randomize-the-market-close?source=feed#comment-330565 330565 Mon, 15 Dec 2008 22:17:04 -0500 http://seekingalpha.com/article/110609-the-problem-with-gld-and-slv-etfs?source=feed#comment-329205 329205
CEF is a closed-end fund however, not an ETF. So they are under no obligation to tender their holdings in the manner theoretically available to shareholders under an ETF share redemption procedure.]]> Sun, 14 Dec 2008 14:07:58 -0500
CEF is a closed-end fund however, not an ETF. So they are under no obligation to tender their holdings in the manner theoretically available to shareholders under an ETF share redemption procedure.]]> http://seekingalpha.com/article/109945-year-end-picture-for-u-s-market-shows-bullish-patterns?source=feed#comment-325151 325151 Tue, 09 Dec 2008 21:47:50 -0500 http://seekingalpha.com/article/109389-considering-a-position-in-oil-again?source=feed#comment-322148 322148 Fri, 05 Dec 2008 18:35:38 -0500 http://seekingalpha.com/article/108370-10-etfs-to-be-thankful-for?source=feed#comment-316952 316952 Fri, 28 Nov 2008 19:10:05 -0500 http://seekingalpha.com/article/107419-is-gold-regaining-its-luster?source=feed#comment-312917 312917 Sun, 23 Nov 2008 11:54:42 -0500 http://seekingalpha.com/article/107384-jim-cramer-s-mad-money-cox-slow-on-the-uptick-11-21-08?source=feed#comment-312891 312891
Never again allow these fools anywhere near a government office.]]> Sun, 23 Nov 2008 11:25:42 -0500
Never again allow these fools anywhere near a government office.]]>