nyclondon07

Friday Outlook: Commodities, Global Markets

Definitely an insiders market ... look no further than the lead up to the AA release ...

so much has changed, so much has stayed the same ... toothless regulators will do nothing ...

too much of an accommodating policy by Washington will keep bankrupt banks in business ...

the only real losers will be those retail investors who actually need the markets to work correctly to fund their retirements ...

oh well ... the game continues ...

S&P / Case-Shiller, April 2009 Housing Results: Current Bust Dwarfs '90s Tumult

At least you are putting out the real numbers and not trying to sugar coat them like the idiots on CNBC ... good for you.

How Treasury's Bank Bailout Could Make Things Worse

assume the plan works ... then what ... who are the banks going lend to? the consumer is still broke. 70% of the US GDP is from the consumer ... am i missing something here?

am not sure why this plan matters since it still doesn't solve the problem. all this plan accomplishes is a bailout of overpaid wall street clowns ... provides those schmucks work for a few more months before reality sets back in ....

dow below 6k and S&P under 500 by year end ... don't take my word for it, go look at the credit markets and the spreads and draw your own conclusions.

Four Dying Silicon Valley Companies

a turn around for SUN would require laser focus on high margin customers and markets. dump the low margin business, focus on a sector, develop key sector solutions and execute like hell.

am not going to give away the secret though 'cause i compete head on with them.

a good company, would be a shame to see them go down the drain.

Why Did Warren and Hank Invest in Goldman?

geez ....

King Paulson came from Goldman.
Goldman gets a free ride.

Surprised?

Not me.

King Henry Paulson's Personal Fiefdom

Bill ... agree completely ... this is stealing and fraud at a level never seen before in history (even in the worst examples in africa, asia and LATAM, the wealth stolen never reached these levels).

the punishments will need to fit the crime. no white collar country club, exile and even charges of treason. other countries go after their corrupt leaders and try them for crimes against the citizens.

king paul is no better than marcos, baby doc, or some other despot. but instead of mascacres of lives, king paul has massacred the financial futures of generations to come.

SEC Bans Shorting Financials

too funny !!! maybe there is a nigerian conspiracy angle?

:)


this government is such a scam !!!

i love the blatantly open nature of paulson funding his buddies with our money via bailouts, banning short selling (which his buddies made a killing on until their own firms were sold short) and now the buyout of the illiquid assets that his buddies created.

we're gonna pay them our money for their junk, i love it.

one question, how do i get in on this scam?

Lehman: No Chapter 7, Yet

staff pouring over the derivatives books ... what a joke.

this is what happens when front office decisions are made with no idea or no thought of the consequences of how the business is really run ... how many times have we been told of the trillions of dollars at risk because of the opaqueness of the derivatives markets?

and still, still the chumps like Fuld and Cayne refuse to invest in the projects that could automate and give visibility to the risks.

these guys are past their prime. they don't understand the basics of how their businesses operate anymore. it's no longer just about the people who they are paying outrageous sums of money to but its just as much now about the interlocking systems in the market place that allow the crisises to develop lightening fast (moving money and trades electronically is way easier than calling your bridge buddy at the country club to do a deal over a round of golf and a bunch of drinks.)

time to go my, move along. shuffleboard on the lido deck, denture and hip replacements on the promanade deck.