bbzz24's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/207597/comments http://seekingalpha.com/article/149817-is-the-u-s-dollar-the-fed-s-next-weapon?source=feed#comment-596135 596135 Tue, 21 Jul 2009 04:51:04 -0400 http://seekingalpha.com/article/122787-as-gm-goes-so-goes-the-nation-part-2?source=feed#comment-415448 415448 my only objection is the CBO budget deficit table: the newest projection is for 1.7 trillion in 2009, 1.3 trillion in 2010, and 1 trillion in 2011.
and if those numbers are not quite optimistic, the senate will not approve the budgets at all.]]> Fri, 06 Mar 2009 03:10:43 -0500 my only objection is the CBO budget deficit table: the newest projection is for 1.7 trillion in 2009, 1.3 trillion in 2010, and 1 trillion in 2011.
and if those numbers are not quite optimistic, the senate will not approve the budgets at all.]]> http://seekingalpha.com/article/124223-new-york-fed-s-model-predicts-end-of-recession-in-2009?source=feed#comment-415436 415436 Fri, 06 Mar 2009 02:39:24 -0500 http://seekingalpha.com/article/118616-russia-on-the-brink-of-defaulting-again?source=feed#comment-376482 376482 Thu, 05 Feb 2009 04:45:06 -0500 http://seekingalpha.com/article/118616-russia-on-the-brink-of-defaulting-again?source=feed#comment-376481 376481 Thu, 05 Feb 2009 04:43:52 -0500 http://seekingalpha.com/article/118633-what-does-annual-real-gdp-growth-teach-us?source=feed#comment-376473 376473 since GDP numbers include government spending financed through debt as well (aka budget deficit) it makes no sense to look at GDP.
zimbabwe has triple digit GDP growth (adjusted for inflation) yet they are not the envy of the world.]]> Thu, 05 Feb 2009 04:38:03 -0500 since GDP numbers include government spending financed through debt as well (aka budget deficit) it makes no sense to look at GDP.
zimbabwe has triple digit GDP growth (adjusted for inflation) yet they are not the envy of the world.]]> http://seekingalpha.com/article/117298-the-bias-in-reporting-job-losses?source=feed#comment-370699 370699 and then you have the small business birth/death model that adds more B**LS*** to the picture.]]> Fri, 30 Jan 2009 02:52:42 -0500 and then you have the small business birth/death model that adds more B**LS*** to the picture.]]> http://seekingalpha.com/article/110008-is-america-on-a-downward-slope?source=feed#comment-331697 331697 mises.org/multimedia/m...

this is the sad history of fiat money on the land of the free, home of the brave. if anything could be learnt from history is that it repeats.]]> Wed, 17 Dec 2008 04:11:03 -0500 mises.org/multimedia/m...

this is the sad history of fiat money on the land of the free, home of the brave. if anything could be learnt from history is that it repeats.]]> http://seekingalpha.com/article/109582-own-gold-time-to-fold?source=feed#comment-331690 331690 if you 'learnt' alot of things from comments, it means you are writing unprepared.]]> Wed, 17 Dec 2008 03:53:57 -0500 if you 'learnt' alot of things from comments, it means you are writing unprepared.]]> http://seekingalpha.com/article/108049-citi-at-the-very-least-a-three-time-loser?source=feed#comment-315242 315242 Wed, 26 Nov 2008 02:50:19 -0500 http://seekingalpha.com/article/107599-take-a-stand-against-government-spending?source=feed#comment-314949 314949 20% share of healthcare that is funded by employees of all other industries;
20% financial services;
17% industry;
There are big non productive pockets that cannot be stimulated in any way: they live off the ability to borrow from abroad. So forget about JM Keynes and government spending as the way out.]]> Tue, 25 Nov 2008 15:48:42 -0500 20% share of healthcare that is funded by employees of all other industries;
20% financial services;
17% industry;
There are big non productive pockets that cannot be stimulated in any way: they live off the ability to borrow from abroad. So forget about JM Keynes and government spending as the way out.]]> http://seekingalpha.com/article/107939-has-hank-paulson-been-a-good-treasury-secretary?source=feed#comment-314885 314885 Tue, 25 Nov 2008 14:42:49 -0500 http://seekingalpha.com/article/106445-general-electric-genuine-risk-of-collapse?source=feed#comment-309002 309002 Tue, 18 Nov 2008 12:18:56 -0500 http://seekingalpha.com/article/106534-hulu-to-match-youtube-s-revenues-ten-observations-on-the-future-of-media?source=feed#comment-308631 308631 Tue, 18 Nov 2008 05:28:04 -0500 http://seekingalpha.com/article/103616-the-next-crisis-is-on-the-horizon?source=feed#comment-297435 297435
how can banks lend when warned to tighten lending standards and loosen up credit at the same time?

would you lend cash to your poor neighbor with big mortgage and car leases who just lost his job?]]> Mon, 03 Nov 2008 13:33:13 -0500
how can banks lend when warned to tighten lending standards and loosen up credit at the same time?

would you lend cash to your poor neighbor with big mortgage and car leases who just lost his job?]]> http://seekingalpha.com/article/103622-q3-gdp-latest-fed-fiction?source=feed#comment-297413 297413 Mon, 03 Nov 2008 13:09:03 -0500 http://seekingalpha.com/article/103224-real-hedge-funds-don-t-need-a-bull-market-to-make-money?source=feed#comment-294895 294895 Fri, 31 Oct 2008 05:37:36 -0400 http://seekingalpha.com/article/102990-rescue-funds-fueling-buyout-deals-instead-of-loan-increases?source=feed#comment-294434 294434 if i were at the treasury i would impose this rule as well: all executive compensation should be capped at the government employee ceiling. all ordinary employees bonuses should be paid out enirely in stock to further recapitalize the banks.]]> Thu, 30 Oct 2008 13:08:19 -0400 if i were at the treasury i would impose this rule as well: all executive compensation should be capped at the government employee ceiling. all ordinary employees bonuses should be paid out enirely in stock to further recapitalize the banks.]]> http://seekingalpha.com/article/102361-fomc-preview-how-far-will-the-fed-go?source=feed#comment-293654 293654 people in europe simply do NOT hang around at 7:15pm in their offices pondering rate cuts.
stop the dope, get a life as well.]]> Wed, 29 Oct 2008 14:06:24 -0400 people in europe simply do NOT hang around at 7:15pm in their offices pondering rate cuts.
stop the dope, get a life as well.]]> http://seekingalpha.com/article/99674-coming-soon-the-600-trillion-derivatives-emergency-meeting?source=feed#comment-290353 290353 banks have prucedures in place to manage interest rate risk: for example daily exposure should be such that 1pip change in interest levels of another currency should not impact the company's positions by more than 100k. for different currencies the limits are varying.
i have seen pretty nasty grillings of prop traders who have gone slightly over the risk levels for the entire book.]]> Sat, 25 Oct 2008 15:21:28 -0400 banks have prucedures in place to manage interest rate risk: for example daily exposure should be such that 1pip change in interest levels of another currency should not impact the company's positions by more than 100k. for different currencies the limits are varying.
i have seen pretty nasty grillings of prop traders who have gone slightly over the risk levels for the entire book.]]> http://seekingalpha.com/article/101858-bernanke-s-fall-from-grace?source=feed#comment-290351 290351 Sat, 25 Oct 2008 15:13:43 -0400 http://seekingalpha.com/article/101763-this-time-we-ll-learn-the-lesson?source=feed#comment-289711 289711 Fri, 24 Oct 2008 13:06:26 -0400 http://seekingalpha.com/article/101109-muni-bonds-constructive-in-current-portfolio-asset-allocation?source=feed#comment-287775 287775 Wed, 22 Oct 2008 10:56:33 -0400 http://seekingalpha.com/article/99674-coming-soon-the-600-trillion-derivatives-emergency-meeting?source=feed#comment-286506 286506
as for the CDS, you should have bothered to look at LEH: from 400bn notionial, only 4.2bn were one way bets, the rest fully hedged. big deal. what is their inherent problem from a regulator point of view? tying up capital in unproductive way.]]> Mon, 20 Oct 2008 14:10:33 -0400
as for the CDS, you should have bothered to look at LEH: from 400bn notionial, only 4.2bn were one way bets, the rest fully hedged. big deal. what is their inherent problem from a regulator point of view? tying up capital in unproductive way.]]> http://seekingalpha.com/article/100602-two-world-views-buffett-vs-lahde?source=feed#comment-285617 285617
i cant help but laugh at Buffett's long term view. at 80 to look at the potentials for personal investments 20 years from now... too optimistic ;)]]> Sun, 19 Oct 2008 11:05:58 -0400
i cant help but laugh at Buffett's long term view. at 80 to look at the potentials for personal investments 20 years from now... too optimistic ;)]]> http://seekingalpha.com/article/100596-why-are-investors-returning-to-the-dollar?source=feed#comment-285615 285615 Sun, 19 Oct 2008 11:01:35 -0400 http://seekingalpha.com/article/99052-government-intervention-and-the-irony-of-modern-capitalism?source=feed#comment-278028 278028
www.creditcards.com/cr...

Credit card balance: 46% of families, $2k

i hope you are not suggesting that 54% of families pay in full every month their 9,300 and the other 46% you are talking about pay at month end 7,300, this is quite off the average annual income of 46,000 per household.]]> Thu, 09 Oct 2008 15:48:25 -0400
www.creditcards.com/cr...

Credit card balance: 46% of families, $2k

i hope you are not suggesting that 54% of families pay in full every month their 9,300 and the other 46% you are talking about pay at month end 7,300, this is quite off the average annual income of 46,000 per household.]]> http://seekingalpha.com/article/99124-next-up-an-ownership-share-in-banks?source=feed#comment-277577 277577 why? better recapitalize and do not interfere in the pricing in the stuff they're trading and wipe partially or fully their shareholders for keeping morons and rewarding them with huge pay packages.
what do we get instead? every CEO stays in office and keeps his pay, the taxpayer is saddled with nonperforming assets and servicing the newly created 700bn debt.]]> Thu, 09 Oct 2008 08:10:23 -0400 why? better recapitalize and do not interfere in the pricing in the stuff they're trading and wipe partially or fully their shareholders for keeping morons and rewarding them with huge pay packages.
what do we get instead? every CEO stays in office and keeps his pay, the taxpayer is saddled with nonperforming assets and servicing the newly created 700bn debt.]]> http://seekingalpha.com/article/98769-our-coming-depression?source=feed#comment-275471 275471 Where is the excess social security tax going? funding other 'necessities'. why should anyone expect this borrowed money to end up being used more prudently by the same squanderers?]]> Tue, 07 Oct 2008 07:21:54 -0400 Where is the excess social security tax going? funding other 'necessities'. why should anyone expect this borrowed money to end up being used more prudently by the same squanderers?]]> http://seekingalpha.com/article/98693-stocks-plunge-dollar-surges?source=feed#comment-274928 274928 Mon, 06 Oct 2008 14:22:41 -0400