bthomas

The Full Aleynikov Transcript

Is anyone at GS being indicted? Is this real? An institution can manipulate with impunity, but an individual cannot? WTF judge? BTW what's with all the typo's in this transcript? Starting with "United States of Americas" on the first page. They are numerous. I admit I don't know the intricacies of transcription, but amidst instead of admits? etc... Clearly this piece poses more questions than it answers. This is astounding.

YOUR TAX DOLLARS AT WORK

"As we look back on what we've done, we're real proud of being able to go into a war theater like that as a private contractor and support 200,000 troops," William P. Utt, chairman of the Houston-based KBR, said in May interview with AP reporters and editors.

-And we've been stuffing Billions in our pockets since LBJ.

NAME PAULSON'S BOOK

GS Turdbundeler's Manifesto

NAME PAULSON'S BOOK

Fleecing America: A professional's story

NAME PAULSON'S BOOK

Saving Goldman: when AIG is too big to fail it's counter party

NAME PAULSON'S BOOK

"How to Steal America, sell it to China, and borrow it back with your neighbor's Visa card"

Wednesday Outlook: Commodities, Global Markets

Breadth and volume are key to true rallies. This is not a sustainable rally by any metric except the ruby slipper metric. No this isn't Kansas Dorothy, and we're not going home.


On May 06 07:59 AM dirty_dirty wrote:

> anyone look into how volume in this "rally" compares to past bear
> rallies? is this low volume trying to say something?

Tuesday Outlook: Commodities, Global Markets

Volume is truly key here because this action is so easily manipulated by "Da Boys." The grating thing is they're doing it with our (taxpayer) money. Does Timmy really want to release the Stress test results? Please. We shall see. It' still too early but, this may be the beginning of the new Epic Inflation Machine. The dollar index is sliding, prices are rising across the board. Commodities anyone?

U.S. Markets: Keep on Rockin' in the Free World

The prevailing mindset is to live comfortably. Typically that is significantly above one's means. That is the American consumer economy in a nutshell. Easy credit, cashout refinancing, etc, all fueled the consumer appetite, driving up housing which was the linchpin. The really big money was apparently betting big against the consumer's ability to pay for his comfortable life. We are now honoring those bets with tax dollars. This the second raping of the taxpayer. What necessities are being forgone while trillions go into financial coffers? Education budgets, infrastructure, security, planning, etc. We really don't know how much we've lost as we Keep on rockin' in the free world. I say mostly the "Free" part.
Excellent post. Keep the faith James.

Friday Outlook: Commodities, Global Markets

Demark indicators are used to anticipate trend reversals.


On Apr 24 07:33 PM cma cma wrote:

> David, you sometimes post the Demark chart, which is great, since
> no one else does, but we need the interpretation, please!

Friday Outlook: Commodities, Global Markets

Nonsense,
Turn off the PlayStation and read a book. Learn a little more about charts before commenting. I am certain it is nonsense to the ignorant. David Fry is one of the best informed, most straight talking authors on the SA sight. Get a clue!


On Apr 24 05:47 AM Nonsense wrote:

> Use your keyboard more. Communicate better what it is you are trying
> to tell us.
>
> Any stiff can copy/paste a collage of charts in a blog.

Are the Banks Telling Us the Truth?

If liquidity is the issue, and MTM of illiquid assets has somehow affected liquidity to the point that banks are insolvent then they were probably insolvent already. That being said, why continue the charade of securitizing the debt? Have this mess unbundled since there is no foreseeable market for it anyway. Don't abandon any semblance of oversight. Have all government agencies abdicated inherent responsibility? Or is America simply too soft and spineless for anyone to actually do the right thing to accomplish the task at hand? Let's hope Mr. Barofsky is up to the task, and can (is allowed to) exercise his authority.

Rainbows and Wildflowers Will Fill Our Economic Desert

Is Loose Loose the same as lose lose? Also vagueness is key with Geithner's approach.


On Apr 10 01:08 PM PainfullyAware wrote:

> You Rock Steven !!!
>
> I dig the "Summary Economic Data Sessions" you present.
>
> Something to ponder: With the new PPIP program do you think the
> government will purchase any of the "Interest Rate Derivatives"?
> I am worried they might. If they do they will possibly have a conflict
> of interest when it comes time to raise the interest rates to curtail
> inflation. A Loose Loose Situation?
>
> Based upon the open conference call I was on with the Treasury discussing
> the preliminary structuring of the program - They are looking for
> input for what to do and how to structure this program. Details
> are vague at this point.
>
> Thanks for considering more than just what you "Would Like To Hear".

$200 Oil Is Coming While We Waste a Perfectly Good Crisis (Part 3)

The conditions described here, while irrefutable in the advancement of time are not impending to the order of several months or quarters but more like years, this will occur! States like Mexico, as you have stated cannot limit production because their economy is so dependent on nationalized oil revenue. Despite OPEC's assertions to limit production, evidence to the contrary exists. Price decline despite demand destruction as well as contango in oil markets. While our government's leaders are clearly distracted with putting Humpty back on his financial wall, this crisis must abate before anyone will focus on energy. If however this occurs as one of your sources predicts it will be suitable impetus for an workable energy policy. Save more, consume less, produce more on every level. Possibly on the scale as WWII productivity. America must produce something other than debt and illegitimate babies. Government contracts for wind turbines and plug in electric cars from U.S. auto manufacturing companies seems like a start, with tax incentive to go electric. Unfortunately, we only approach a policy decision when our choices are bad.

ECRI: Signs of Economic Improvement

Hansen,
I guess that you must work for ECRI, to be posting their subscription information On SA . Maybe prudent marketing on their part? I hope. I Found this on their site as well: "Personal Use Only

The ECRI Services are made available for your personal, non-commercial use only. Redistribution of the ECRI Services is not permitted. You may not use the ECRI Services to sell a product or service, or to increase traffic to your Web site for commercial reasons, such as advertising sales. You may not take content from ECRI’s website and reformat and display them, or mirror the ECRI home page or results pages on your Web site. If you want to make commercial use of the ECRI Services, you must enter into an agreement with ECRI to do so in advance. Please contact us for more information."