johnnysize

Disney / Marvel Deal Bad for 'House of Mouse' - Citibank

Yeah- I'm sure DIS is buying MVL so they can pick over the slim leftovers. Dude, this aint a softball game.

CIT's Problems Have Not Gone Away

CIT - Swap as much debt as you can for equity at a steep discount, attracting arbitrage investors, increasing the cost of stock loan, keeping a floor on the equity. Gee , ya think that might happen?

EMC and VMware: What Makes this Spin a Great Investment Opportunity?

7/21 stub 9.50 .... just short it!

SEC Now Targeting Dark Liquidity Pools

i hope they take these dark pools ...as well as the Twitchels that run them...and rotate them firmly up their dark holes.

A Stress Test Shocker: BofA Needs $35 Billion

Um... are you insane? These were the top underwriters of subprime mortgages...but do you really thing Citibank wasnt slicin and dicin' tranches of CDO 's ? Also, they had one of the largest OTC derivs books around which, when unwound and when counterparty's fail , expose losses.


On May 06 07:15 AM James Wilson wrote:

> The top underwriters in the peak years of 2005 and 2006 were Lehman
> Brothers at $106 billion; RBS Greenwich Capital Investments Corp.,
> at $99 billion; and Countrywide Securities Corp., a subsidiary of
> the lender, at $74.5 billion. Also among the top underwriters: Morgan
> Stanley, Merrill Lynch, Bear Stearns, and Goldman Sachs.
>
> NOTICE ANYTHING MISSING ?????
>
> CITIBANK WAS NOT ONE OF THOSE WHO CREATED THE PROBLEM !!!!! They
> bought some securites from New Century but Citi did not make a lot
> of SubPrime Loans.

What Will Happen to Securities Lending?

Better tell The Cuge. A very well known stock loan clerk known to the street as "Jay" spoke about this article. He said "I will survive" in response.

Short Squeeze Citi?

Please read my earlier comments....thanks.

Is Gold a Better Hedge than Oil?

Oh no here come the gold bugs.... ammo and gold, THAT's whats in my portfolio.

Bailout recipients, including Citigroup (C), Goldman Sachs (GS), Morgan Stanley (MS) and JPMorgan (JPM), might buy toxic assets under the Treasury's $1T plan to clean banks' balance sheets.

Ok- lets just say 90% of the dilution is priced into citi stock. Pfd swap takes a little more time. Stock doesnt break hard after the swap. Now S+P has a reweight to the tune of 500 million shares to buy. Hmmmmm. Just a thought Mr. Too Short the 5 strike.

What's a Dollar Worth? More than Citi

Just convert

Citi Breaks the Buck

I guess i shouldnt have sold those puts in error.

The Madoff litigation mess begins. Investors are suing hedge funds for failing to protect their assets, and the SEC for failing to uncover the fraud. Madoff's liquidator may sue former investors to recoup their profits and spread out losses more evenly.

Jingle Bells Madoff smells the SEC laid an egg. Oh what fun it is to ride on a phantom fund that pays.

How Will the Markets React to the Madoff Scandal?

Invest little capital in large fully hedged transactions like stock forwards,

The Treasuries Craze as Window Dressing

This is a joke. TLT is overvalued becasue the underlying are not available in the marketplace. Why do you think the put skew is such?

Jim Chanos, who runs the world's biggest short-selling hedge fund: China will be the next domino to fall. (NY Mag)

Ya know Mr. Chanos...China paper tiger now...not an upertar...not the number 1...not the number2, not even the number 3. Sever the hand to save the arm.