User 290548's Comments User 290548's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/290548/comments Couldn't even wait until Friday: In the biggest collapse of 2009, regulators seize Florida thrift BankUnited, a failure which could cost the FDIC $4.9B. For the current crisis, only IndyMac's failure has been bigger. (table: banks gone bust) http://seekingalpha.com/news/market_currents/post/24750?source=feed#comment-513716 513716 Thu, 21 May 2009 21:14:35 -0400 Who Is Buying Financials? http://seekingalpha.com/article/115862/comments?source=feed#comment-362738 362738 Thu, 22 Jan 2009 05:35:02 -0500 Banking on a Rally for Quick Profits http://seekingalpha.com/article/115867/comments?source=feed#comment-362736 362736 Thu, 22 Jan 2009 05:31:28 -0500 Faltering Financials Forecast Continuing Failure for Stocks http://seekingalpha.com/article/114097/comments?source=feed#comment-351927 351927 Sat, 10 Jan 2009 17:55:18 -0500 Fundamentals Remain Negative This Week http://seekingalpha.com/article/110599/comments?source=feed#comment-329278 329278
The other disconnect that is persisting is the credit market/equity market divergence. Corporate spreads, cds, etc. are wide while the stock market has rallied. The credit markets worsened on the bad news that sent the stock market upwards. That usually resolves itself in the favor of the credit markets, at least recently.

I guess the critical question is, when will the bear rally end? What will push the market past the bullishness and end all the long-only managers coming on TV and announcing the the bottom is in and that everyone should go buys stocks.]]>
Sun, 14 Dec 2008 15:45:52 -0500
The other disconnect that is persisting is the credit market/equity market divergence. Corporate spreads, cds, etc. are wide while the stock market has rallied. The credit markets worsened on the bad news that sent the stock market upwards. That usually resolves itself in the favor of the credit markets, at least recently.

I guess the critical question is, when will the bear rally end? What will push the market past the bullishness and end all the long-only managers coming on TV and announcing the the bottom is in and that everyone should go buys stocks.]]>
The Credit Spreads Blow-Up http://seekingalpha.com/article/108580/comments?source=feed#comment-318634 318634 Tue, 02 Dec 2008 05:18:24 -0500 3 Scenarios for This Market: The Good, the Bad and the Ugly http://seekingalpha.com/article/103544/comments?source=feed#comment-297182 297182
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Mon, 03 Nov 2008 10:40:46 -0500
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3 Scenarios for This Market: The Good, the Bad and the Ugly http://seekingalpha.com/article/103544/comments?source=feed#comment-296983 296983 ftalphaville.ft.com/bl.../

"Recessions preceeded by a financial crisis tend to be deeper and longer than others."

"The average peak-to-trough fall following a banking crisis is 55 per cent, in real terms."
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Mon, 03 Nov 2008 07:44:25 -0500 ftalphaville.ft.com/bl.../

"Recessions preceeded by a financial crisis tend to be deeper and longer than others."

"The average peak-to-trough fall following a banking crisis is 55 per cent, in real terms."
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