bonddude

Bank Stress Tests: Tangible Common Equity a Critical Metric

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?

Bank Stress Tests: Tangible Common Equity a Critical Metric

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...

Bank Stress Tests: Tangible Common Equity a Critical Metric

"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"

Three Card Monte and the Feigned Outrage Against AIG

1. AIG CEO told congress they had to provide almost 100% collateral when CDS contracts were "triggered". - Net effect being probable massive selling bias on all new exchange traded contracts creating more liquidation across all asset classes (excepting Oil and Metals if a major war breaks out).

2. There is a massive amount of other unregulated CDS CDO contracts estimated to be up to $250 Trillion in notional value world wide exerting massive selling pressure on the most liquid contracts- and this should be good for exchanges conducting these trades like selling picks and shovels to the 49ERS.

3. The net effects on the world economy seem to bear out the stag-deflation scenario that Roubini sees. Black Swan?

Why Bank Nationalization Will Never Happen

I meant "hole" sorry

Why Bank Nationalization Will Never Happen

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?

Why Bank Nationalization Will Never Happen

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 !!!