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    • Fri Nov 14th 03:44 AM | Rating: 0 0
      Commented on:
      Treasuries and the U.S. Dollar: Twin Bubbles
      Bubble's Law: In a deleveraging environment, all bubbles must deflate. Is the last bubble, the treasury bubble?
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    • Fri Nov 14th 03:43 AM | Rating: 0 0
      Commented on:
      Shorting Treasuries: What's the Rationale?
      Bubble's Law: In a deleveraging environment, all bubbles must deflate. Is the last bubble, the treasury bubble?
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    • Tue Nov 11th 23:41 PM | Rating: 0 0
      Commented on:
      The End of the Economy As We Know It?
      Can one fully deleverage without ALL bubbles deflating? As mentioned by others, is the ultimate bubble, the treasury bubble coming? Was foreigners' markedly decreased purchase of Fannie Mae and Freddie Mac securities, a harbinger of the future for treasuries? Would the resultant lack of government ability to borrow be what is required to deleverage politicians? Possible dual currencies here, like for Europe, since there is greater faith in ECB than our Fed? Possibly an attempt by U.S. to borrow in eurodollar and yen denomination securities overseas? Is this the worse case scenario? Would a U.S. budget deficit less than $1 trillion+, and other fiscal conservative measures, send the right message to creditors, both domestic and foreign? Or is it the same old spend and spend (code word for debt); what did the vote on bail out indicate? The private sector is deleveraging; but not the public sector. A generation (25 yrs) for the excesses of the last 25 yrs, to be deleveraged? Good luck to all of us.
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    • Sat Nov 8th 23:46 PM | Rating: 0 0
      Commented on:
      Obama Honeymoon Likely To Be Cut Short By Bond Market
      As mentioned, is the ultimate bubble, the treasury bubble coming? Was foreigners' markedly decreased purchase of Fannie Mae and Freddie Mac securities, a harbinger of the future for treasuries? Would the resultant lack of government ability to borrow be what is required to deleverage politicians? Possible dual currencies here, like for Europe, since there is greater faith in ECB than our Fed? Possible U.S. borrowing in eurodollar and yen denomination securities overseas? Is this the worse case scenario? Would a U.S. budget deficit less than $1 trillion, and other fiscal conservative measures, sent the right message to creditors, both domestic and foreign? Or is it the same old spend and spend (code word for debt); what did the vote on bail out indicate? The private sector is deleveraging; but not the public sector. A another generation (25 yrs) for the excesses of the last 25 yrs, to be deleveraged? Good luck to all of us.
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    • Wed Oct 29th 00:19 AM | Rating: 0 0
      Commented on:
      Don't Be Fooled - Inflation is Coming
      As has been mentioned, the ultimate bubble - the Treasuries and the dollar, backed by the full faith and DEBT of the U.S. government.
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    • Tue Oct 21st 01:45 AM | Rating: 0 0
      Commented on:
      How to Break the Boom and Bust Cycle
      The $250 M bailout should be used to retire Fannie Mae and Freddie Mac debt. It would be a counter balance to the Fed's generosity. The public is deleveraging, and so should the government, since it was such excesses (public and private) that led to the present debacle. One could have a domestic auction, and see what might 'fly' for some of low yield debt. In other words, some want out. For example, if the gov paid 50 cents on the dollar, then one could retire 1/2 trillion dollars of debt! Thus setting a precedent for incoming administration, and acknowledging the wisdom of the people and their no vote to more debt and to bail out.
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    • Tue Oct 21st 01:30 AM | Rating: 0 0
      Commented on:
      Between Now and Inauguration Day
      The $250 M should be used to retire Fannie Mae and Freddie Mac debt. It would be a counter balance to the Fed's generosity. The public is deleveraging, and so should the government, since it was such excesses (public and private) that led to the present debacle. One could have a domestic auction, and see what might 'fly' for some of low yield debt. In other words, some want out. For example, if the gov paid 50 cents on the dollar, then one could retire 1/2 trillion dollars of debt! Thus setting a precedent for incoming administration, and acknowledging the wisdom of the people and their no vote to more debt and to bail out.
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    • Mon Oct 6th 00:46 AM | Rating: 0 0
      Commented on:
      Bailout Backfire and the Ticking Debt Time Bomb
      Does anyone want bailout to help $2T hedge funds? Totally unregulated - you know why. So they can all be bankrupt; but will find out at a pro forma mark to market once a year maybe. Hedge funds might cleverly unload any toxic holdings such as mortgage backed bonds etc. to another more open firm, which then can unload such holdings to the gov, which are marked to market once a year maybe. Another possibility, introduce dual currencies such as eurodollar for currency and accounting. Not so different from American firms in the City in London? Hence competition, wherein we trust the stability of eurodollar more than what politicians have done to our currency (-30%), which results in a 30% premium on our number one import, oil. We must have less government spending, in order to restore confidence (to foreign creditors) in our currency and bonds, for our debtor nation.
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    • Thu Oct 2nd 17:25 PM | Rating: 0 0
      Commented on:
      Wall Street Breakfast: Must-Know News
      Appropriation bills start in the House; not in the Senate. The House has already voted on a bailout of hedge funds/Wall st. Why should the House consider constructing a new bailout bill? Credit tightness is handled by central banks; not by bailouts. Why wouldn't hedge funds unload toxic high risk debt to other firms, and then to the U.S. tax payer? National debt is at $15 trillion currently and dollar is at -30% compared to all other major currencies. So a we pay a 30% premium on oil. Let the markets mark to market to give a current value to any underlying actual assets. Also the House doesn't take orders from the Senate. The House has already voted and done it's work; House adjoined.
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    • Wed Oct 1st 01:15 AM | Rating: 0 0
      Commented on:
      Six Paths to Possible Bailout Success
      Does anyone want a bailout of Hedge funds? Totally unregulated - you know why. So they can all be bankrupt; but will find out at a pro forma mark to market once a year maybe. Hedge can cleverly unload any toxic holdings such as mortgage backed bonds etc. to another more open firm, which then can unload such holdings to the gov, which are marked to market once a year maybe. So no bail out. Also introduce dual currencies, such as eurodollar for currency and accounting. Not so different from American firms in the City in London? Hence competition, wherein we trust the stability of the eurodollar more than what the politicians have done to our currency (-30%), which results in a 30% premium on our number one import, oil. We must have less government spending, in order to restore confidence in our currency and bonds, for a debtor nation. Nice work House of Representatives.
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    • Tue Sep 30th 01:23 AM | Rating: 0 0
      Commented on:
      Wall Street Breakfast: Must-Know News
      Does anyone want a bailout of Hedge funds? Totally unregulated - you know why. So they can all be bankrupt; but will find out at a pro forma mark to market once a year maybe. Hedge can cleverly unload and toxic holdings such as mortgage backed bonds etc. to another more open firm, which then can unload such holdings to the gov, which are marked to market once a year maybe. Hedge can cleverly unload and toxic holdings such as mortgage backed bonds etc. to another more open firm, which then can unload such holdings to the gov. Also introduce dual currencies, such as eurodollar for currency and accounting. Not so different from American firms in the City in London? Hence competition, wherein we trust the stability of eurodollar more than what the politicians have done to our and of as currency and accounting. Not so different from American firms in the City in London? Hence competition, wherein we trust the stability of the eurodollar more than what the politicians have done to our currency (-30%), which results in a 30% premium on our number one import, oil. We must have less government spending, in order to restore confidence in our currency and bonds, for a debtor nation. Nice work House.
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    • Tue Sep 30th 01:19 AM | Rating: 0 0
      Commented on:
      Wall Street Breakfast: Must-Know News
      From above:
      Hedge fund hemorrhage. The $2T global hedge fund industry will shrink sharply as leverage becomes scarcer and more expensive, the world's largest hedge fund allocator says. 33-40% of funds may go dry, with arbitrage funds - which rely heavily on leverage - hardest hit. "I would not be surprised if, 12-18 months down the line, the $2T had become $1.5T," Christophe Bernard says. "There are too many weak players." 350 funds shuttered in H1, vs. 563 in all of 2007. "Darwinism is survival of the most adaptable. Those that can change to meet the current circumstances will do well and those that can't will go to the wall."
      course every one gets a markup, accept for us. Just say know to bailing out hedge funds and their associates. Also long term consider dual currencies like in Europe; that is, eurodollar as well as greenback Does anyone want a bailout of Hedge funds? Totally unregulated - you know why. So they can all be bankrupt; but will find out at a pro forma mark to market once a year maybe. Hedge can cleverly unload and toxic holdings such as mortgage backed bonds etc. to another more open firm, which then can unload such holdings to the gov. Also introduce dual currencies, such as eurodollar for currency and accounting. Not so different from American firms in the City in London? Hence competition, wherein we trust the stability of the eurodollar more than what the politicians have done to our currency (-30%), which results in a 30% premium on our number one import, oil. We must have less government spending, in order to restore confidence in our currency and bonds, for a debtor nation. Nice work House.
      View article »
    • Sat Sep 27th 01:10 AM | Rating: 0 0
      Commented on:
      The Bailout to End All Bailouts
      The mother of all bailouts? Just say NO to more government debt; already we are currently at 15 trillion. That is 750 billion per year @ 5% yield. Of course Fannie and Freddie have some revenues, one would assume. Other countries are voting down our currency and actually have been buying fewer bonds, which increases yield and hence interest rates in the long run. We are paying a 30% premium for gasoline because of a weak currency. We are a debtor nation, and the world creditors are getting tired of us spending too much.The private sector is spending less, because of energy prices and the housing slump in general. There is hope. Americans are overwhelming against any Wall street bail out. We are counting on the House of Rep to hold the line.
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    • Sat Sep 27th 01:04 AM | Rating: 0 0
      Commented on:
      Bond Outlook in Light of the Treasury Plan
      Just say NO to more government debt; already we are currently at 15 trillion. That is 750 billion per year @ 5% yield. Of course Fannie and Freddie have some revenues, one would assume. Other countries are voting down our currency and actually have been buying fewer bonds, which increases yield and hence interest rates in the long run. We are paying a 30% premium for gasoline because of a weak currency. We are a debtor nation, and the world creditors are getting tired of us spending too much.The private sector is spending less, because of energy prices and the housing slump in general. There is hope. Americans are overwhelming against any Wall street bail out. We are counting on the House of Rep to hold the line.
      View article »
    • Mon Mar 24th 04:41 AM | Rating: 0 0
      Commented on:
      JPMorgan Boosts Bear Bid to $10 - NY Times
      Got the Bear Street blues. Was the precipitous decline in BSC an orderly market in such stock? Why the silence from the exchanges and SEC? Does this send the wrong message to the Street that there is always plenty of liquidity for a run on any brokerage stock? Dead cat bounce for BSC stock? Bidding up the stock would constitute an early no vote on the merger. Wake up employees and others; or is it still 'bear in the head lights'? Can Bear Street still make money on the long side?
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