Cesar

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22 Comments

    • Thu Nov 13th 14:42 PM | Rating: 0 0
      Commented on:
      Citi's Desperate Straits
      How about Citi getting out of its trouble by ceasing to exist. Their mortgage back security portfolio hasn't even been written down. They have a couple trillion in CDS exposure. And the real problem with C is that its leadership has no idea what to do to right the ship. In better times that might have been an opportunity to buy low with the hopes that everything would be better in the future. But if you've ever read anything about financial history and you truly understand what's going on right now, you know that not all the banks are going to be around when all is said and done.
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    • Wed Nov 12th 15:56 PM | Rating: +1 -1
      Commented on:
      Defining a Depression
      Read the Di Lorenzo article and it just seems like political posturing. The fact of the matter is that America's infrastructure is inadequate. We are not talking about making holes in the ground just to cover them up, we are talking about building the basis of America's future competitive edge. Price fixing is not the answer, so home prices should be allowed to fall. Banks should be allowed to fail, so should GM and other poorly managed businesses. Taxes should be lowered for the middle and lower classes. The whole "the rich create jobs" myth needs to be revalued. Good ideas create jobs. A strong consumer base creates jobs. The convenience store owner down the road is not going to move his convenience store to another country because he can get better tax treatment. What America needs to do is put money in the hands of the people that will actually buy goods and services that will lubricate the economy. Not to people that will buy a 100K + European car, a $1000000 + condo, and stash the rest in some sort of financial instrument that will do nothing for GDP.
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    • Fri Nov 7th 10:18 AM | Rating: 0 0
      Commented on:
      Big Moves in Low-Priced Stocks
      JM the only reason C exists is because Glass-Steagall was repealed. And the reason it was repealed was to birth C. So C deserves what it's getting now. And how about the hit it just took on the Lehman debt? This bank is insolvent.
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    • Fri Oct 31st 20:15 PM | Rating: 0 0
      Commented on:
      Things Could Be Worse...
      The point that should be taken from here has nothing to do with how big is the deflationary portion of this crisis (call it recession or depression), it's the aftermath after credit expands again. All this liquidity will end up causing hyperinflation.
      Again, just so everyone can understand. AFTER the recession, the risk for hyperinflation will be enormous. Going into this without a real strategy will curse all of these economies. What brought us here were all those shortsighted policies that could not foresee the consequences down the line. We should not fall for that mistake again.
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    • Sat Oct 25th 23:13 PM | Rating: 0 0
      Commented on:
      How the Lehman Bailout Increased Moral Hazard
      The problem was bailing out Bear, not letting Lehman go under. If Bear goes under, everyone worthy of surviving would fix its problems and take the hit. The insolvent institutions would have failed and investor would then be able to invest in the companies that survived. Bailing out Bear killed this country.
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    • Mon Oct 13th 17:58 PM | Rating: 0 0
      Commented on:
      CNBC's Gasparino Problem
      What are you doing watching CNBC? You should be watching a real financial new network like Bloomberg. CNBC is entertainment and if you truly feel comfortable getting your news from 18 year old anchors and Larry Kudlow you deserve to be misinformed.
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    • Sat Oct 11th 11:55 AM | Rating: 0 0
      Commented on:
      Quitting the Hedge Fund Game - Mark Sellers
      How is this guy a bloodsucker? Apparently he was long all those companies. People just don't know what hedge funds are and have been coached to blame everything on them. Prices are a function of supply and demand, if all the hedge funds close shop there's going to be (there already is) enormous pressure to sell. That will drive prices of all their investments down. After they liquidate, they won't be buying, so demand will take a hit and prices won't go up as fast.
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    • Fri Oct 10th 12:59 PM | Rating: 0 0
      Commented on:
      The Unwinding of the Moral Hazard Trade
      WaMu and Wachovia suffered massive withdrawals from their depositors. With online money transfers between accounts you'll never see a line again when people rush to move their money, but they did suffer a run on the bank.
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    • Tue Oct 7th 18:08 PM | Rating: 0 0
      Commented on:
      Real Price of Gold Soars
      This guy was talking about this when oil was at 140 and corn at 8. But people actually need food and energy. You know what people don't need? Stocks. You will see lower prices in things that people do not need to actually survive. All these dead banks are going to keep all those dollars to themselves. Credit as we knew it is dead.
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    • Tue Oct 7th 12:16 PM | Rating: 0 0
      Commented on:
      Five Investment Principles To Remember Now
      During recessions cash has outperformed every other investment class. If you didn't see this coming maybe investments aren't for you. Being short is also a difficult exercise when you have the government intervening the markets. So if you can get 4% out of your savings account you'll be great condition to invest when this turns in a year or so. Just do the math, or look at the charts. The myth that the stock market always goes up (even in the long term) is starting to get debunked. If you indexed yourself in 2000 you would have negative returns today. If you want to go long, wait until the market turns. If you are out you'll only miss out on the opportunity, your capital will be intact.
      Having said that, buy gold.
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    • Sat Sep 27th 13:43 PM | Rating: 0 0
      Commented on:
      Does the TED Spread Really Matter?
      Question. Isn't this exactly the problem? That the FED wants banks to lend and borrow from each other rather than being the one providing all the liquidity? The system will not collapse, it will just be more reliant on loans from the central bank.
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    • Fri Sep 26th 19:59 PM | Rating: 0 0
      Commented on:
      Worrying About Large-Deposit Bank Runs
      How about the 31 billion write down that JP Morgan is taking? WaMu was insolvent, and it's not the only insolvent bank out there.
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    • Wed Sep 24th 11:11 AM | Rating: 0 0
      Commented on:
      The Rehabilitation of Christopher Dodd
      Just because A plan is needed, it does not mean that a crappy plan has to be rushed. Congress is doing the right thing (I can't believe I said that). Giving all the power in the world to the guy who was the CEO of Goldman through 06 and "didn't see this coming" is a very risky proposition. I would rather have congress spend a couple of weeks getting a mediocre plan done, than having them approve that monstrous Paulson draft in hours.
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    • Tue Sep 23rd 16:14 PM | Rating: 0 0
      Commented on:
      Commercial Real Estate Loans May Be Next Shoe to Drop
      If you don't know how to use options you could just sell them short. Options have many intricacies that might overwhelm the rookie investor. For example, implied volatility will be very high in this uncertain environment so options will be costlier. Put options are contracts that give the buyer the right to sell stocks at a specified price by a specified date. The buyer of the option would then gain on the price of the stock going down. The good thing about options is that you can sell them, so you don't have to keep them until maturity. Call options are just the opposite. The buyer pays for the right to buy the underlying stock at a set price. If stock prices go up, the owner of the option gains the difference between the higher price of the stock and the lower price of the strike price.
      Hope this helps a little.
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    • Tue Sep 23rd 16:09 PM | Rating: 0 0
      Commented on:
      Commercial Real Estate Loans May Be Next Shoe to Drop
      Let me take this one step further. If you short both the SRS and the URE you could make some "risk less" money. I mean risk less in the sense that you CRE is supposed deteriorate. Compare the charts of both one year out and you'll see what I'm talking about.
      View article »
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