Strong RMB, Yen Not Good for the World [View article]
Are you serious? So should we continue forever the trade imbalance these two countries have. I say they need to have sustainable growth with imports balanced with exports. It is an unstable situation having continually running large trade deficits with the rest of the world.
Something has to give and if that means exports going to 0 and imports going to 0 for sustainability then it will have been these two countries fault for continually export without ever importing stuff back.
Can you describe how you create these tranches with teaser rate 1% loans. Were they bundled with higher interest rate loans to create tranches with the high enough interest yields for the AAA, AA etc. tranches. I just don't see how they gave these two year teaser loans and bundled them into the tranches with yields for the first two years at 1%.
This Degree of Volatility Has Only Been Seen Twice Before [View article]
Why don't I come up with another statistic of what happened in the past and say it should happen again. Its not so easy. We have a different fundamental economic background driving statistics each and every time. This needs to be taken to account and explained why fundamentally it should behave the same as before.
If investing was so easy then we would just need some math people, equations, and computers.
What Does Warren Buffett See in General Electric? [View article]
Warren buffet didn't invest directly into the common stock. I think it would still be a decent investment if he get the 10% coupon indefinitely of the preferred stock.
I like the 4 year ge bonds around 7% and will hold to maturity. I am hoping Warren is right in that they won't go bankrupt in which his preferred stock is then worthless.
AIG and the Lunacy of GAAP Reporting [View article]
Your call on Freddie/Fannie was totally incorrect. Quoting your July 11th article that equity going to zero was "immensely remote" or "overblown" is now laughable. AIG is in serious trouble and we still don't know their eventual credit/derivative losses. You tend to use extreme words in your articles good luck with AIG I hopes it better then your short puts and long stock for FRE/FNM.
The Value of Long-Term Investing: A $370K Chart [View article]
I would like to be careful with this type of investment strategy. I would classify it as a statistical approach to investing. In this case the author follows some historical data and extrapolates that into the future.
I would argue as follows. Here is a link to historical profits of the S&P500 pages.stern.nyu.edu/~adamodar/New_Home_Pa... Future stock prices will follow historical trends only if profits rise at the same rate and interest free rate of return/inflation matches what we have seen in the past. If you believe that profits will grow as they have historically then go long term and keep buying stocks.
I would like the author to convince me that profits will keep rising and inflation will be controlled instead of showing some historical data. I don't think its a slam dunk that this will occur.
I am not talking about just a uniform distribution. Of course it can be any distribution.
I am explaining an example of something that can be characterized as a distribution. Then you can use all the charts and statistical analysis to say what will happen in the long run.
I suggest you take a class if you don't know if something can behave or described by a statistic.
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Latest | Highest ratedIs Nortel on the Verge of Filing for Bankruptcy? [View article]
Strong RMB, Yen Not Good for the World [View article]
Something has to give and if that means exports going to 0 and imports going to 0 for sustainability then it will have been these two countries fault for continually export without ever importing stuff back.
What's a Super-Senior Tranche? [View article]
Goldman Sachs Beaten, Buffett Down $2 Billion [View article]
On my trading screens goldman preferred shares have not dropped in value nearly as much as the stock.
Acute Phase of Liquidity Crisis Has Passed; Bear Market Bottom Around the Corner? [View article]
AIG and the Lunacy of GAAP Reporting [View article]
This Degree of Volatility Has Only Been Seen Twice Before [View article]
If investing was so easy then we would just need some math people, equations, and computers.
What Does Warren Buffett See in General Electric? [View article]
I like the 4 year ge bonds around 7% and will hold to maturity. I am hoping Warren is right in that they won't go bankrupt in which his preferred stock is then worthless.
News Flash to BofA's Lewis: Demand Isn't Problem - Supply Is [View article]
AIG and the Lunacy of GAAP Reporting [View article]
Don't Believe the Lies: Ride the Bank Stocks Bull [View article]
The Value of Long-Term Investing: A $370K Chart [View article]
I would argue as follows. Here is a link to historical profits of the S&P500 pages.stern.nyu.edu/~adamodar/New_Home_Pa...
Future stock prices will follow historical trends only if profits rise at the same rate and interest free rate of return/inflation matches what we have seen in the past. If you believe that profits will grow as they have historically then go long term and keep buying stocks.
I would like the author to convince me that profits will keep rising and inflation will be controlled instead of showing some historical data. I don't think its a slam dunk that this will occur.
Using Futures To Hedge Your House [View article]
Is it Different This Time? [View article]
Is it Different This Time? [View article]
I am explaining an example of something that can be characterized as a distribution. Then you can use all the charts and statistical analysis to say what will happen in the long run.
I suggest you take a class if you don't know if something can behave or described by a statistic.