Mr. Math's Comments Mr. Math's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/175873/comments Did Geithner Bail Out Goldman Sachs? http://seekingalpha.com/article/111026-did-geithner-bail-out-goldman-sachs?source=feed#comment-331636 331636
As has been documented many places, the AIG bailout was really about protecting the EU's banking system. Here is just one example:

financialtraders.blogs...
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Wed, 17 Dec 2008 00:43:51 -0500
As has been documented many places, the AIG bailout was really about protecting the EU's banking system. Here is just one example:

financialtraders.blogs...
]]>
Many hedge funds have become financial roach motels, Kevin Hassett says: "Investors can put their money in, but they can’t get it out." The good news? The phenomenon may actually slow the bleeding. http://seekingalpha.com/news/market_currents/post/12838?source=feed#comment-324193 324193 Mon, 08 Dec 2008 18:11:57 -0500 Reflation Is the Only Option http://seekingalpha.com/article/107421-reflation-is-the-only-option?source=feed#comment-314278 314278
As documented by Barrons:

1) $400B in nominal Lehmans CDS value
2) 8 cents on the $ bond settlement
3) $6B changed hands

Is CDS really the problem, or is it just the Boogie Man of 2008?]]>
Mon, 24 Nov 2008 23:49:12 -0500
As documented by Barrons:

1) $400B in nominal Lehmans CDS value
2) 8 cents on the $ bond settlement
3) $6B changed hands

Is CDS really the problem, or is it just the Boogie Man of 2008?]]>
Preferred Dividend ETFs: Shelter from the Storm? http://seekingalpha.com/article/107175-preferred-dividend-etfs-shelter-from-the-storm?source=feed#comment-312151 312151 Fri, 21 Nov 2008 18:35:15 -0500 Chart of Initial Jobless Claims http://seekingalpha.com/article/107134-chart-of-initial-jobless-claims?source=feed#comment-311097 311097 Thu, 20 Nov 2008 15:34:18 -0500 Couldn't the New AIG Bailout Have Waited Until January? http://seekingalpha.com/article/105075-couldn-t-the-new-aig-bailout-have-waited-until-january?source=feed#comment-302419 302419
www.reuters.com/articl...
]]>
Mon, 10 Nov 2008 18:42:53 -0500
www.reuters.com/articl...
]]>
Rare Batman Pattern Forming in the VIX http://seekingalpha.com/article/101561-rare-batman-pattern-forming-in-the-vix?source=feed#comment-289134 289134 Thu, 23 Oct 2008 17:33:52 -0400 IBM: Lessons from the Great Depression http://seekingalpha.com/article/99431-ibm-lessons-from-the-great-depression?source=feed#comment-279422 279422
I'm sure it's just a coincidence the president at the time was the former governor of New York.]]>
Fri, 10 Oct 2008 18:35:10 -0400
I'm sure it's just a coincidence the president at the time was the former governor of New York.]]>
Monetary Madness: Global Margin Call Underway http://seekingalpha.com/article/98732-monetary-madness-global-margin-call-underway?source=feed#comment-275104 275104
Stock market crashes are not inflationary events.
Bank failures are not inflationary events.
Property foreclosures are not inflationary events.]]>
Mon, 06 Oct 2008 17:18:46 -0400
Stock market crashes are not inflationary events.
Bank failures are not inflationary events.
Property foreclosures are not inflationary events.]]>
The Biden-Palin Panderfest http://seekingalpha.com/article/98363-the-biden-palin-panderfest?source=feed#comment-272388 272388 and the other 1/3rd is foaming at the mouth...]]> Fri, 03 Oct 2008 05:32:22 -0400 and the other 1/3rd is foaming at the mouth...]]> Bank of America: Bank on This Opportunity http://seekingalpha.com/article/96315-bank-of-america-bank-on-this-opportunity?source=feed#comment-259556 259556
biz.yahoo.com/ap/08091...]]>
Fri, 19 Sep 2008 17:16:15 -0400
biz.yahoo.com/ap/08091...]]>
Market Losing Patience with AIG http://seekingalpha.com/article/95236-market-losing-patience-with-aig?source=feed#comment-253176 253176
AIG - down 82% from the 2005 peak.

The fates have not been kind to those who dethroned Hank Greenberg.]]>
Fri, 12 Sep 2008 20:25:47 -0400
AIG - down 82% from the 2005 peak.

The fates have not been kind to those who dethroned Hank Greenberg.]]>
Megaprojects Predict Decline of Oil Production http://seekingalpha.com/article/93602-megaprojects-predict-decline-of-oil-production?source=feed#comment-244233 244233
How do we measure the potential production from countries which have confiscated their fields from international corporations & then ran the resulting operations into the ground through socialist mismanagement, e.g.- Venezuela, Iran, Mexico, & Russia?]]>
Tue, 02 Sep 2008 23:46:56 -0400
How do we measure the potential production from countries which have confiscated their fields from international corporations & then ran the resulting operations into the ground through socialist mismanagement, e.g.- Venezuela, Iran, Mexico, & Russia?]]>
10 Financial Entities On the Brink http://seekingalpha.com/article/92232-10-financial-entities-on-the-brink?source=feed#comment-241135 241135 Thu, 28 Aug 2008 16:18:31 -0400 The Risk Of A Run On The Banking System http://seekingalpha.com/article/93057-the-risk-of-a-run-on-the-banking-system?source=feed#comment-241055 241055
Anyone betting against that is going to have to cover sooner or later.]]>
Thu, 28 Aug 2008 14:47:41 -0400
Anyone betting against that is going to have to cover sooner or later.]]>
Looming Financial Catastrophe: A Real Inconvenient Truth http://seekingalpha.com/article/92303-looming-financial-catastrophe-a-real-inconvenient-truth?source=feed#comment-240470 240470 "Outlaw lobbyists and lobbying of public officials."

I'd like to remind you of this:
Congress shall make no law ... abridging... the right of the people ... to petition the Government for a redress of grievances.

The problem isn't the lobbyists. The problem is that government power is worth money.

The only way to get the money out of politics is to reduce the power and scope of government.]]>
Wed, 27 Aug 2008 18:51:48 -0400 "Outlaw lobbyists and lobbying of public officials."

I'd like to remind you of this:
Congress shall make no law ... abridging... the right of the people ... to petition the Government for a redress of grievances.

The problem isn't the lobbyists. The problem is that government power is worth money.

The only way to get the money out of politics is to reduce the power and scope of government.]]>
Credit Default Risk Chart http://seekingalpha.com/article/91615-credit-default-risk-chart?source=feed#comment-234325 234325 Tue, 19 Aug 2008 19:29:55 -0400 Benefiting from the Oil Correction http://seekingalpha.com/article/85932-benefiting-from-the-oil-correction?source=feed#comment-212056 212056
finance.yahoo.com/q?s=...]]>
Wed, 23 Jul 2008 01:32:49 -0400
finance.yahoo.com/q?s=...]]>
What We Can Do To Reverse the Oil Crisis http://seekingalpha.com/article/85039-what-we-can-do-to-reverse-the-oil-crisis?source=feed#comment-206436 206436
On the topic of the refiners & idle capacity: let's say you're a small/medium refiner & don't have your own wells. Oil spikes to $145/bbl but retail gas is only about $4.50 so you're losing money on every gallon.

Doesn't it seem like that's a good time to shut down & start making repairs?

Take a look at the chart of something like WNR it's gone from $65 to $8 and it isn't even sitting on a pile of toxic subprime mortgages.]]>
Tue, 15 Jul 2008 19:03:21 -0400
On the topic of the refiners & idle capacity: let's say you're a small/medium refiner & don't have your own wells. Oil spikes to $145/bbl but retail gas is only about $4.50 so you're losing money on every gallon.

Doesn't it seem like that's a good time to shut down & start making repairs?

Take a look at the chart of something like WNR it's gone from $65 to $8 and it isn't even sitting on a pile of toxic subprime mortgages.]]>
The Dollar's Decline: Taking Responsibility for the Future http://seekingalpha.com/article/84673-the-dollar-s-decline-taking-responsibility-for-the-future?source=feed#comment-203397 203397
Other posters disclose their financial positions. You should disclose your political affiliations, so that readers can understand that your economic commentary is primarily dictated by your politics.]]>
Fri, 11 Jul 2008 19:20:13 -0400
Other posters disclose their financial positions. You should disclose your political affiliations, so that readers can understand that your economic commentary is primarily dictated by your politics.]]>
How Much Will Drilling in ANWR Affect Oil Prices? http://seekingalpha.com/article/81932-how-much-will-drilling-in-anwr-affect-oil-prices?source=feed#comment-188594 188594
1) We pay AMERICAN WORKERS to drill domestic oil
2) domestic oil is on the AMERICAN SIDE of the trade deficit]]>
Thu, 19 Jun 2008 13:27:56 -0400
1) We pay AMERICAN WORKERS to drill domestic oil
2) domestic oil is on the AMERICAN SIDE of the trade deficit]]>
Is There an Oil Crisis Looming? http://seekingalpha.com/article/79917-is-there-an-oil-crisis-looming?source=feed#comment-178935 178935
Isn't another possible reason for the "2012...falling off a cliff" effect simply that people don't make announcements for plans that far out?
]]>
Wed, 04 Jun 2008 05:00:15 -0400
Isn't another possible reason for the "2012...falling off a cliff" effect simply that people don't make announcements for plans that far out?
]]>
The Oil Shortage, and Other Fairy Tales http://seekingalpha.com/article/78440-the-oil-shortage-and-other-fairy-tales?source=feed#comment-173059 173059
The "evil speculators" drive up the price of Oil & other commodities - like wheat. While they are doing this, the wheat farmers make real money, correct?

During this year's oil bubble, American oil producers are busy pulling marginal oil out of the ground, new production is being chased, and consumers are engaged in "permanent demand destruction".

Once the oil bubble pops, won't all those "evil speculators" be the ones who get wiped out?

And doesn't every barrel extracted in the U.S., and every whiff of domestic demand destruction lead to an improved balance of trade?

If you're right and the oil bubble is temporary market excess, why complain about these things?]]>
Sat, 24 May 2008 00:05:51 -0400
The "evil speculators" drive up the price of Oil & other commodities - like wheat. While they are doing this, the wheat farmers make real money, correct?

During this year's oil bubble, American oil producers are busy pulling marginal oil out of the ground, new production is being chased, and consumers are engaged in "permanent demand destruction".

Once the oil bubble pops, won't all those "evil speculators" be the ones who get wiped out?

And doesn't every barrel extracted in the U.S., and every whiff of domestic demand destruction lead to an improved balance of trade?

If you're right and the oil bubble is temporary market excess, why complain about these things?]]>
America's Energy Policy: Coming to Terms with Reality http://seekingalpha.com/article/78606-america-s-energy-policy-coming-to-terms-with-reality?source=feed#comment-173058 173058
The "evil speculators" drive up the price of Oil & other commodities - like wheat. While they are doing this, the wheat farmers make real money, correct?

During this year's oil bubble, American oil producers are busy pulling marginal oil out of the ground, new production is being chased, and consumers are engaged in "permanent demand destruction".

Once the oil bubble pops, won't all those "evil speculators" be the ones who get wiped out?

And doesn't every barrel extracted in the U.S., and every whiff of domestic demand destruction lead to an improved balance of trade?

If you're right and the oil bubble is temporary market excess, why complain about these things?]]>
Sat, 24 May 2008 00:04:34 -0400
The "evil speculators" drive up the price of Oil & other commodities - like wheat. While they are doing this, the wheat farmers make real money, correct?

During this year's oil bubble, American oil producers are busy pulling marginal oil out of the ground, new production is being chased, and consumers are engaged in "permanent demand destruction".

Once the oil bubble pops, won't all those "evil speculators" be the ones who get wiped out?

And doesn't every barrel extracted in the U.S., and every whiff of domestic demand destruction lead to an improved balance of trade?

If you're right and the oil bubble is temporary market excess, why complain about these things?]]>
The Inflation Argument, and other Thoughts http://seekingalpha.com/article/77918-the-inflation-argument-and-other-thoughts?source=feed#comment-170781 170781
Tell it to the people in Arizona who are trying to get out.]]>
Tue, 20 May 2008 20:22:36 -0400
Tell it to the people in Arizona who are trying to get out.]]>
Peak Oil and Climate Change: Re-Tooling Transportation http://seekingalpha.com/article/77816-peak-oil-and-climate-change-re-tooling-transportation?source=feed#comment-170214 170214 Mon, 19 May 2008 17:56:49 -0400 How Much Worse Can It Get For Oil? http://seekingalpha.com/article/75959-how-much-worse-can-it-get-for-oil?source=feed#comment-164438 164438 Thu, 08 May 2008 17:59:39 -0400 Record High Crude: Free Markets Meet the Cartel http://seekingalpha.com/article/76289-record-high-crude-free-markets-meet-the-cartel?source=feed#comment-164426 164426 Thu, 08 May 2008 17:39:05 -0400 Caterpillar Grows Wings http://seekingalpha.com/article/72928-caterpillar-grows-wings?source=feed#comment-154494 154494
"...unlike fellow Dow component General Electric (GE), Caterpillar reported a profit..."

GE made 44 cents.

www.thestreet.com/stor...

Some people found this disappointing, but it wasn't a loss.

-Mr. Math]]>
Tue, 22 Apr 2008 02:41:07 -0400
"...unlike fellow Dow component General Electric (GE), Caterpillar reported a profit..."

GE made 44 cents.

www.thestreet.com/stor...

Some people found this disappointing, but it wasn't a loss.

-Mr. Math]]>
Oil and the Great Moderation http://seekingalpha.com/article/71758-oil-and-the-great-moderation?source=feed#comment-147993 147993 Wed, 09 Apr 2008 21:02:01 -0400