dax's Comments dax's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/192882/comments AIG Needs Dissolving http://seekingalpha.com/article/162832-aig-needs-dissolving?source=feed#comment-686980 686980
AIG is an embarrassment, and should be delisted, its well working pieces parsed out and the waste written off.

Its ugly, painful and the capitalist way


On Sep 22 07:25 PM blogbuster wrote:

> Seriously, does the world need another overworked, generic piece
> on AIG calling for torch and pitchfork marches?
>
> The government support works, which is good, but the relative fragility
> of AIG bothers you so Uncle Sam should rush in with the machete and...
> do what? Dissolve the company? Lose more taxpayer money in firesales?
> Raise fear and uncertainty on the street about economic stability
> and the government's fickleness? Encourage hordes of marginal "journalists"
> to preach politics from the ill-informed blog pulpits?
>
> And of course you are qualified to attest to Benmosche's subjective,
> personal, and undisclosed views of the severity of AIG's situation.
> Same for Greenberg- surely he is just about greed, as you are clearly
> just about seeing your print on a website, gleefully counting misguided
> clicks and traffic like a school girl. Yeah, Matthew, you have it
> nailed. Clearly. And Towns? How odd indeed! To think that a Congressman
> involved in determining AIG's fate might actually be open to suggestion
> from informed parties about how to proceed so that everyone can win
> in the long term.
>
> I think Wall Street and the public have enough reminders of the perils
> of past financial problems-- we don't require fresh burnings-at-the-stake,
> rather fresh voices and views. Open-minded, balanced, fair, and
> critical voices. The only thing we really need to pitch to the ash
> heap are vitriolic tripe like your article.]]>
Tue, 22 Sep 2009 23:47:10 -0400
AIG is an embarrassment, and should be delisted, its well working pieces parsed out and the waste written off.

Its ugly, painful and the capitalist way


On Sep 22 07:25 PM blogbuster wrote:

> Seriously, does the world need another overworked, generic piece
> on AIG calling for torch and pitchfork marches?
>
> The government support works, which is good, but the relative fragility
> of AIG bothers you so Uncle Sam should rush in with the machete and...
> do what? Dissolve the company? Lose more taxpayer money in firesales?
> Raise fear and uncertainty on the street about economic stability
> and the government's fickleness? Encourage hordes of marginal "journalists"
> to preach politics from the ill-informed blog pulpits?
>
> And of course you are qualified to attest to Benmosche's subjective,
> personal, and undisclosed views of the severity of AIG's situation.
> Same for Greenberg- surely he is just about greed, as you are clearly
> just about seeing your print on a website, gleefully counting misguided
> clicks and traffic like a school girl. Yeah, Matthew, you have it
> nailed. Clearly. And Towns? How odd indeed! To think that a Congressman
> involved in determining AIG's fate might actually be open to suggestion
> from informed parties about how to proceed so that everyone can win
> in the long term.
>
> I think Wall Street and the public have enough reminders of the perils
> of past financial problems-- we don't require fresh burnings-at-the-stake,
> rather fresh voices and views. Open-minded, balanced, fair, and
> critical voices. The only thing we really need to pitch to the ash
> heap are vitriolic tripe like your article.]]>
An All-Cap China ETF from Claymore: Something Different? http://seekingalpha.com/article/153994-an-all-cap-china-etf-from-claymore-something-different?source=feed#comment-618745 618745 Thu, 06 Aug 2009 17:50:43 -0400 Unwinding the Goldman Sachs Myth http://seekingalpha.com/article/146611-unwinding-the-goldman-sachs-myth?source=feed#comment-571649 571649
And as this edge gets "discovered" by the masses, new hidden venues are developed (dark pools, hidden program trading stats, etc) to retain the edge. This comes with the governments blessings, from current and former political patronage.

This skews the results and is anti competitive front running...maybe not illegal, but contrary to the mass market for sure.]]>
Thu, 02 Jul 2009 12:00:40 -0400
And as this edge gets "discovered" by the masses, new hidden venues are developed (dark pools, hidden program trading stats, etc) to retain the edge. This comes with the governments blessings, from current and former political patronage.

This skews the results and is anti competitive front running...maybe not illegal, but contrary to the mass market for sure.]]>
Interview with eBay CEO and CFO at Goldman Conference http://seekingalpha.com/article/78501-interview-with-ebay-ceo-and-cfo-at-goldman-conference?source=feed#comment-175484 175484
did you ever think of your price points plus your selection of goods being off target??--i MEAN COME ON, if people would sell something of value, people would beat a path to your door and buy...regardless of where you sell it...

listing drop is welcome as there is SOOOO much crap out there that does NOT deserve shelf space--yes even virtual shelf space, and the more crap that is cleared away , the better the experience for those that ARE buyers


ANd if we on wall street were to take one or 20 seller's perspective and extrapolate from there...we would all be out of business!


On May 28 12:09 AM Patricia wrote:

> This is all smoke, mirrors and bluster! As far as core is concerned
> they are totally on the wrong track but they'd rather die then ever
> admit it. I'm a 10 year seller who can't get traffic even with perfect
> feedback and DSR's...Best Match is seriously flawed and they know
> it. One wonders just how far this merry-go-round will go before it
> comes to a halt! Listings are taking another nose-dive. Expect yet
> another gimmick to milk sellers so ebay can try to look successful.
> Wall Street is so totally fooled by these "mental giants".]]>
Wed, 28 May 2008 16:19:45 -0400
did you ever think of your price points plus your selection of goods being off target??--i MEAN COME ON, if people would sell something of value, people would beat a path to your door and buy...regardless of where you sell it...

listing drop is welcome as there is SOOOO much crap out there that does NOT deserve shelf space--yes even virtual shelf space, and the more crap that is cleared away , the better the experience for those that ARE buyers


ANd if we on wall street were to take one or 20 seller's perspective and extrapolate from there...we would all be out of business!


On May 28 12:09 AM Patricia wrote:

> This is all smoke, mirrors and bluster! As far as core is concerned
> they are totally on the wrong track but they'd rather die then ever
> admit it. I'm a 10 year seller who can't get traffic even with perfect
> feedback and DSR's...Best Match is seriously flawed and they know
> it. One wonders just how far this merry-go-round will go before it
> comes to a halt! Listings are taking another nose-dive. Expect yet
> another gimmick to milk sellers so ebay can try to look successful.
> Wall Street is so totally fooled by these "mental giants".]]>
PNC Financial Services: Facing the Heat http://seekingalpha.com/article/77571-pnc-financial-services-facing-the-heat?source=feed#comment-170661 170661 Tue, 20 May 2008 15:00:24 -0400 Oil Bubble: How Speculation May Contribute to Recent Moves in Oil Prices http://seekingalpha.com/article/77764-oil-bubble-how-speculation-may-contribute-to-recent-moves-in-oil-prices?source=feed#comment-170190 170190
the price movement then attracts speculators, who have been chasing commodities, one to another, all year...witness the sell off in wheat corresponding to move up in Oil.

the excess liquidity the fed has created must go somewhere...Goldmans' CDS and MBS/CRE biz is gone forever...and those profit revenues need to come from somewhere, so go long, pump up the price to 140/200...and then allow your traders huge profits once they sell into the ensuing retail buyers...

what a game...]]>
Mon, 19 May 2008 16:50:56 -0400
the price movement then attracts speculators, who have been chasing commodities, one to another, all year...witness the sell off in wheat corresponding to move up in Oil.

the excess liquidity the fed has created must go somewhere...Goldmans' CDS and MBS/CRE biz is gone forever...and those profit revenues need to come from somewhere, so go long, pump up the price to 140/200...and then allow your traders huge profits once they sell into the ensuing retail buyers...

what a game...]]>
eBay: Expecting Downside as Piper Eliminates 'Top Pick' Status http://seekingalpha.com/article/77242-ebay-expecting-downside-as-piper-eliminates-top-pick-status?source=feed#comment-170175 170175
ioferjustparts,etc,etc... just plain dumb sites and will never get traction,volume,and scale needed to survive.

remember ebay still does not advertise significantly and when they do, look out ..this stock will trade higher

as for piper...this is no big deal --these brokers do this for TRANSACTION BIZ....not for rank tables...

and once this round of sellers is out of the market it should move higher...

this business is primed for upside --economy slowing= more sellers/listings, paypal is a moneymaker and global growth just starting

get long!

]]>
Mon, 19 May 2008 16:30:32 -0400
ioferjustparts,etc,etc... just plain dumb sites and will never get traction,volume,and scale needed to survive.

remember ebay still does not advertise significantly and when they do, look out ..this stock will trade higher

as for piper...this is no big deal --these brokers do this for TRANSACTION BIZ....not for rank tables...

and once this round of sellers is out of the market it should move higher...

this business is primed for upside --economy slowing= more sellers/listings, paypal is a moneymaker and global growth just starting

get long!

]]>
Disclosures: The Long / Short Dual Standard http://seekingalpha.com/article/77093-disclosures-the-long-short-dual-standard?source=feed#comment-167205 167205 Tue, 13 May 2008 23:05:01 -0400