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    • Sat Oct 4th 12:05 PM | Rating: 0 0
      Commented on:
      Iceland: When Too Big to Fail Becomes Too Big to Rescue
      I posted in another article but here it is again - a must read - Nouriel Roubini's October 3 commentary - "Financial and Corporate System is in Cardiac Arrest: The Risk of the Mother of All Bank Runs" (Roubini has waved subscription charges to his site - registration is free)

      www.rgemonitor.com/rou...
      View article »
    • Sat Oct 4th 10:54 AM | Rating: 0 0
      Commented on:
      Bailout Bill Passes; What Happens Now?
      anarchist - what is scary is that Nouriel Roubini is not some out there alarmist wacko - he is a credible economic commentator with a track record of calling things accruately - for him to offer his newsletter for free is an indication of just how serious things have become. What's also of concern is when you hear guys like Dennis Gartman taking delivery of gold - and even saying that he hopes he loses money on it e.g. the alternative is worse.

      Here's the Roubini link again - it is a must read

      www.rgemonitor.com/rou...
      View article »
    • Sat Oct 4th 10:20 AM | Rating: 0 0
      Commented on:
      Bailout Bill Passes; What Happens Now?
      Here's a link to an article by Nouriel Roubini, Professor of Economics at the Stern School of Business at NYU - To view the full article you will need to register (free). This is a must read in my opinion.

      Financial and Corporate System is in Cardiac Arrest: The Risk of the Mother of All Bank Runs (published Oct. 3)

      www.rgemonitor.com/rou...
      View article »
    • Fri Oct 3rd 22:34 PM | Rating: 0 0
      Commented on:
      How Banks Hedge Counterparty Risk
      Very helpful article, but the only explanation I need is that today just before the bail out was passed, Barry Ritholtz went Bullish, which speaks volumes to the contrarians in the audience. Come to think of it I have not seen an article by the former permabear Ritholtz on SA recently. The following is a link to the video clip of Barry Ritholtz on CNBC Friday October 3, '08 at 1PM

      www.cnbc.com/id/158402...
      View article »
    • Fri Oct 3rd 22:21 PM | Rating: 0 0
      Commented on:
      The Die Is Cast
      I confess I watch CNBC - there are a few decent commentators still there such as Art Cashin. This is his commentary just before 9am this morning (Fri Oct 3. 08) -- and is worth watching as he describes the three scenarios for today's Bail Out vote -

      www.cnbc.com/id/158402...

      View article »
    • Thu Oct 2nd 17:43 PM | Rating: 0 0
      Commented on:
      IYK: Consumer Goods Offer Value for Investors
      I posted this in a couple of other places but thought I would place here as well

      A one hour interivew of Warren Buffett by Charlie Rose - October 1, 2008. (The bail out will make money if you buy at market)

      video.google.com/googl...

      If the above link does not work try this one

      www.charlierose.com/gu...

      View article »
    • Thu Oct 2nd 17:41 PM | Rating: 0 0
      Commented on:
      The Blue Chip Cycle
      I posted this elsewhere but thought I would put here as well

      A one hour interivew of Warren Buffett by Charlie Rose - October 1, 2008. (The bail out will make money if you buy at market)

      www.charlierose.com/gu...

      If the above link does not work try this one

      video.google.com/googl...
      View article »
    • Thu Oct 2nd 17:29 PM | Rating: 0 0
      Commented on:
      Think of These as Short-Term Troubles
      A one hour interivew of Warren Buffett by Charlie Rose - October 1, 2008. (The bail out will make money if you buy at market)

      video.google.com/googl...

      If the above link does not work try this one

      www.charlierose.com/gu...

      I wonder how much toxic paper his companies are stuck with?
      View article »
    • Thu Oct 2nd 11:52 AM | Rating: 0 0
      Commented on:
      Buffett's GE Warrants Quickly Trade Out of the Money
      Back last Thursday (Sept 25) during a 'softball" interview with Immelt and his CNBC shills, GE stock popped from 23.50 to over 26 closing at 25.68. According to Immelt, even in a difficult world all was well for General Electric. Maybe he was hoping that Buffett was watching.

      www.cnbc.com/id/158402...
      View article »
    • Sun Sep 28th 17:07 PM | Rating: 0 0
      Commented on:
      Emerging Markets Ready to Re-emerge - Barron's
      - The full Barrons Article (Free Access)

      online.barrons.com/art...?

      -Washington Post on emerging markets: Sept 13

      www.washingtonpost.com...


      -Marc Faber on emerging markets Sept 26

      www.bloomberg.com/avp/...


      -EMM Chart 5 year

      tinyurl.com/4h58qd
      View article »
    • Sun Sep 28th 14:15 PM | Rating: 0 0
      Commented on:
      Emerging Markets Ready to Re-emerge - Barron's
      Perhaps El-Erian has been drinking from the same Kool-Aid cup that Bill Gross was drinking from after the Fannie Freddie bail out, when he stated that the Cat 4 economic storm had been downgraded to a Tropical Storm. Every interview I have seen featuring El Erian in the past two weeks suggested that global conditions will continue very weak into 2009 and beyond. Exports are key to most emerging economies - exactly where will they be exporting to, the US and Europe?
      View article »
    • Sat Sep 27th 11:53 AM | Rating: 0 0
      Commented on:
      McCain's Economics
      Mr. Salmon: Didn’t you mean to post this article at the HuffingtonPost.com - such partisan crap and without one quotation of Obama just your pronouncement "When it comes to the economy, then, I'd say that Obama lived up to reasonably high expectations"

      View article »
    • Sat Sep 27th 10:36 AM | Rating: 0 0
      Commented on:
      Worrying About Large-Deposit Bank Runs
      bangkokdog wrote: I think Felix Salmon is missing the whole picture. At this point it 's not important anymore if people ....

      ________________

      Salmon is absolutely correct that large deposits will be reallocated - it's happening now - but I think Bankokdog has identified phase two, which is the flight to safety a la Marc Faber and Jim Rogers - (time to convert the bank notes in the safety deposit box to Vienna Philharmonica)

      www.cnbc.com/id/158402...
      View article »
    • Fri Sep 26th 07:34 AM | Rating: 0 0
      Commented on:
      Why Friday Came Early
      R0bert - from a purely political perspective McCain's move is brilliant - the masses rightly or wrongly hate this plan - Obama is even aligned with Bush in this. If the world comes to an end ad B&P predict who will get the blame? The dems have the necessary votes to pass this but they are terrified to do it alone. checkmate
      View article »
    • Thu Sep 25th 22:01 PM | Rating: 0 0
      Commented on:
      Is the $700 Billion Really for Bailing Out the Fed?
      The PPT could well employ reverse psychology Friday - a thou on the Dow (down that is) by noon might motivate quick passage of the bail out -- and present a golden trading opportunity.
      View article »
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