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Thursday Outlook: Commodities, Emerging Markets

TomCat - Extremely clever comment but I think you're on the wrong website - this is SeekingAlpha not the DailyKos --

Thursday Outlook: Commodities, Emerging Markets

Love your charts - they are the canaries in the coal mine -- In terms of your comments on lobbying, the following is a robust and nonpartisan website that tracks all contributions by party, by candidate, by industry, by lobby etc

www.opensecrets.org/lo...

A Closer Look at the Treasury's GSE Preferred Stock Purchase Plan

An interesting August interview with ousted Freddie Mac CEO Dick Syron, not that he has much if any credibility but his comments about the economic conditions that would trigger an intervention went something to the effect that they would have to rival those of the depression (perhaps he was speaking on a personal level)



Part 1 - www.cnbc.com/id/158402...


Part 2 - www.cnbc.com/id/158402...

A Closer Look at the Treasury's GSE Preferred Stock Purchase Plan

I have reviewed many of the articles and comments on SA and elsewhere with respect to the Treasury’s actions today. There appears to be a recurring theme that what they have done should put a floor under the housing market and eventually lift the broader market and economy out of its funk. The direct cost, while painfully high for the holders of common and preferred equity, would appear to be bargain for an action that holds such great promise. If it was that easy, wouldn't they have done it months ago, so what’s the catch? Or should I say what's the risk, are there any other shoes to drop?

Friday Outlook: Commodities, Emerging Markets

Excellent as always – You cite Bond Daddy Bill Gross and Clown in Chief Cramer in the same article – yesterday those two were on CNBC together in a veritable mutual admiration society – but it gets better, in Pimco’s monthly commentary Gross reveals he’s a big fan of Cramer … Not to be cynical but could Bond Daddy being employing the use of a Clown to further a bail-out agenda of which he would be a huge beneficiary??

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

www.pimco.com/LeftNav/...

Where Are the Bank Failures in This Financial Crisis?

During the first part of the S&L crisis from 1986 -1989 a total of 296 Savings and Loans failed with assets of $125 B (under the jurisdiction of the Federal Savings and Loan Insurance Corporation)

FSLIC was replaced by the Resolution Trust Corporation in 1989 and from that point through 1995 and there were an additional 747 failures with assets of $393 B.

I think there is merit in the comment above suggesting that FNM and FRE along with BSC should be factored into the equation. Here is a link to a recent article:

www.reportonbusiness.c...=


Source: www.fdic.gov/bank/anal...



www.fdic.gov/bank/anal...

Looming Financial Catastrophe: A Real Inconvenient Truth

I find your articles to be of very good quality but have noted that the majority of them have been previously published a few days or even months earlier on various political websites, most of which are associated with a particular political agenda. Notwithstanding SA’s editorial guidelines it would seem to me that it would be appropriate to be upfront e.g. a disclaimer about both prior publication and political orientation or at least a link to your own website.

www.nolanchart.com/art...


www.lewrockwell.com/or...


freethemarketman.wordp...

Southern California Home Sales Rise: No, That's Not a Typo

This site is an excellent resource for real estate data and analysis in the California market:

www.dqnews.com/News/Ca...

The Great Consumer Crash of 2009

I am aware that SA will re-publish an author’s work with a new title but it would seem that much of what you have published on SA has appeared elsewhere at an earlier time, perhaps even this article. While that does not take away from the quality of the analysis or conclusions, it strikes me as somewhat disingenuous to not disclose prior publication given the political overtones of your contributions.

____________________

Published by SA August 17, 2008 - America's Fiscal Crisis: Tough Decisions Needed Now

Previous title, Published May 2, 2008 - Why We Need Ron Paul

www.lewrockwell.com/or...

____________________

Published by SA August 13, 2008 - The Economic Cost of the Military Industrial Complex -

Previous title, Published June 18, 2008 - Ron Paul and Dwight D. Eisenhower True Patriots

www.lewrockwell.com/or...

____________________

Published by SA August 6, 2008 - Corporate Fraud + Government Intervention = Bailout Nation

Previous title Published June 18, 2008 – Corporate Fraud + Government Intervention = Bailout Nation

www.lewrockwell.com/or...

____________________

Published by SA August 4, 2008 - Delusions of Debt - Published

Previous title Published July 26, 2008 – Truth is Treason in the Empire of Lies - Delusions of Debt – The Ron Paul Solution

freethemarketman.wordp.../

America's Fiscal Crisis: Tough Decisions Needed Now

The above article seemed very familiar, sure enough it was posted by you in another forum several months ago with a different title. I know SA re-publishes but it would be nice to see a disclosure. (they also should have stuck with your original title )


Why We Need Ron Paul
by Jim Quinn
May 2, 2008

www.lewrockwell.com/or...

Bill Ackman's Plan to Save Fannie and Freddie

The links below are the video version of the above -- but my favorite scene is at minute 4 of part 2 where he rationalizes his short positions:

Part 1
www.cnbc.com/id/158402...

Part 2
www.cnbc.com/id/158402...

Weekend Thinking: An Agency Recapitalization Proposal

It does feel a bit like the weekend of March 15-16, I wonder who next weeks heroes and villains will be and if S&P will bounce off the glass bottom or shatter it? I've been meaning to dig out an old copy (video) of the interview with Marty Zweig from October 15, 1987 and his ominous comments - I'll provide the link if I can find it and get it uploaded

Housing Prices Take Their Toll - Cramer's Mad Money (5/13/08)

As predicted:

April 16 -There is little doubt that next time we here from Bob he will be announcing that Aviano (Naples) has sold out (albeit for the second time) and that sales at Firano have doubled (Naples).-

seekingalpha.com/artic...

Foreclosures: Pick a State, Any State - Housing Tracker

The link for non-prime mortgage info that you provided is fantastic -(it might be of value to make this a (semi-)permanent link on your housing tracker posts)

www.newyorkfed.org/mor.../

The appendicies are also an excellent resource:

www.newyorkfed.org/reg...

Condos With Embedded Puts

So if the unthinkable happens and a Bear Stearns scenario occurrs with LEH, I wonder if the purchasers will be covered in the bailout. What a disaster – the developer is trying to offload 200 units while there are at least 100 listings of re-sales at the West Bay Club plus the shadow market inventory, properties that the builders are stuck with etc. -- all in a development that when fully built out in 2010 was to have had just a 1,000 units.

The link below is to just some of the MLS re-sales at West Bay:

www.swfhomes.com/West-...