fakir

BofA, Wells Fargo: No Equity After Accounting for Bad Loans

Actually every analyst should look at their contracts as banks have the right to ask them to put up more capital if their home values fall below their equity. Now would it be nice if the banks said your houses are worth less and pony up or get out. This whole MTM thing is getting out of hand, if you trade equities, treasuries etc.. MTM works a loan in which a guy plans to stay in his house should not fall because one guy down the road sold his or foreclosed. Accrual accounting is the better way in this case.

Wednesday Outlook: Commodities, Emerging Markets

Are you short and trying to jawbone the market down? Maybe an audit of your taxes are in order too. SWHC is up because of the paranoia of a change in gun laws, those that wanted to buy probably have and the future is probably not as bright. So instead of innuendo and two pages of charts put some terse comments down.

Taxpayer Takeover of Citi Should Bring More Fear

Hey John - the beauty of the market is that it cuts both ways, the shorts are going to get squeezed and a lot of people are going to be quite happy about it. RBS is nationalized effectively and it is still paying its prefs their coupon and a smart two tier equity structure is put in place so that total nationalization is not required.
The article is poorly written as it states things without analysis, seemingly the motive is to give hope to shorts.

Still Considering Oil

Why do they let fools like you comment is beyond me "Israel planing a strike on Iran" stop talking your book. If you are long and wrong chalk that to the loss column and move on.

Is the Market for Oil Reinflating?

Lets be clear here , I have heard so many people now say that investment will not take place if the oil price falls too low and further down the line there will be a spike, pure humbug. A rational actor with deep pockets (most oil companies) will invest through this cyclical phase to profit from the price rise when it comes due to demand driven shortage or natural attrition.
Most project take at least 3 years to come online so the most important factor is what the demand and price will be then. The current front month contract has more to do with the here and now which says that there is more suply than demand and so prices must fall.

Oil Bull Market on Hold, Demand Should Keep Growing

mate a lot of it was coming from asia ex-china and china. Ex-China is slowing fast and so is China thats based on anecdotal evidence of my visits down there. The lower graph needs to be updated Asia is not going to pull the world out of a recession. Other than China we will see a bit of the miracle unravel , most of it was built on cheap money which is going going gone.

Oil: Remember Iran?

Spiv is a British word for a particular kind of petty criminal, who deals in stolen goods or fraudulent sales, especially a well-dressed man offering goods at bargain prices. The goods are generally not what they seem or have been obtained illegally. It was particularly used during the Second World War and in the Post-War rationing period for black-market dealers.

Oil: Remember Iran?

Mate stop talking your book with irresponsible jingoistic comments. More likely is that Saudis are going to stick it to the Iranians by not cutting supply as they have the lowest cost of production ad are sick of the Iranians poking a stick in their eyes.
All in all a poor article given that you are so blatantly talking your portoflio by talking up war. You are a SPIV to put it mildly