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  • Bank Stress Tests: Tangible Common Equity a Critical Metric [View article]
    Additionally, stag-deflation for a while changing to stag-inflation when we start counting up the debt with a public mindset of "I'm never gonna borrow like that again, no?
    Apr 24 12:16 pm |Rating: +2 0 |Link to Comment
  • Bank Stress Tests: Tangible Common Equity a Critical Metric [View article]
    Yes but then you missed my comment about what is not being talked about yet the Fed is keeping tabs on, namely off balance sheet derivatives. Perhaps in my attempt at humor I wasn't clear.
    THAT is a drag for YEARS AND YEARS.


    On Apr 24 11:20 AM wobatus wrote:

    > Level 2 and level 3 assets may be a drag for a while. depends on
    > what you mean by years and years. Go look at 1974. 1982. 1991.
    > Different scale, sure. Maybe your reference is more 1933.
    >
    > We'll see.
    >
    > If inflation is everyone's eventual worry, well then...
    Apr 24 12:13 pm |Rating: +2 0 |Link to Comment
  • Bank Stress Tests: Tangible Common Equity a Critical Metric [View article]
    "Just a spoonful of sugar"- Mary Poppins

    There ain't enough honey in the world to make me think that level 2 & 3 assets won't be a drag for years and years. Those catagories add up to far more than level 1 right? Of course.

    So JP Morgan has how many off book CDS committments?

    88 $ Trillion? Spoken with a Fargo accent--"OH GEEEZ"
    Apr 24 10:45 am |Rating: +7 -2 |Link to Comment
  • Why Bank Nationalization Will Never Happen [View article]
    I meant "hole" sorry
    Feb 16 14:47 pm |Rating: 0 0 |Link to Comment
  • Why Bank Nationalization Will Never Happen [View article]
    Dave-You are the man. Geithner's silence is deafening. Meanwhile, the "N" word is being leaked for sounding returns on the Sunday talk shows by
    Leading Senators. The longer they wait the larger the black whole gets. The larger the whole becomes the more triggering of dormant but huge notional amounts of cds s for settlement. TAP-TAP-TAP.... is this thing on?
    Feb 16 14:46 pm |Rating: 0 -1 |Link to Comment
  • Why Bank Nationalization Will Never Happen [View article]
    Nice try. All of these bankers bought stock, some several times, at much higher prices late last year. And Jamie is packing the most derivative exposure of anyone. I think when Conservative Senators like Lindsey Graham are saying nationalization is on the table it's more likely than you think !!!
    Feb 16 09:34 am |Rating: +6 -2 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Tells me how rotten the foundation truly is at GS, probably due to cds s and cdo s they are still packing. They had a gun to their heads.
    Nov 17 10:38 am |Rating: 0 0 |Link to Comment
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