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bbro

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  • The Scariest Thing About Bernanke [View article]
    So we want to turn our country's monetary policy over to a crackpot
    OB/GYN from Texas who could cause a depression....Wait til
    the american citizen realizes this guy would rather have 25% unemployment because he believes in Austrian economics...

    en.wikipedia.org/wiki/...

    Ron Paul is one of this country's greatest threats....
    Dec 21, 2010. 03:35 PM | Likes Like |Link to Comment
  • Long-Term Treasury Yields in 2011 [View article]
    Growth will be sluggish and yet the 10 year will reach 4.5 to 5%???....
    somethings got to give....
    Dec 21, 2010. 02:19 PM | 5 Likes Like |Link to Comment
  • The U.S. population on April 1, 2010, according to the new Census: 308.7M. Republican-leaning states in the South and Southwest will add congressional seats in the next election - Texas will gain four House seats, while Florida will add two seats.  [View news story]
    Texas Republican Party is on the clock....it is going to have to change
    its tune about a few things or by 2016 Texas will be competitive for
    Dems and 2020 it will be lost....look out for the sleeping Hispanic Giant.....
    Dec 21, 2010. 01:52 PM | 2 Likes Like |Link to Comment
  • Bank of America: Recovery in Mortgage Profit Margins Adds to Stock Upside [View article]
    BAC is not insolvent...
    Dec 21, 2010. 08:40 AM | 3 Likes Like |Link to Comment
  • Doug Kass: Gold Will Fall 25% in 2011 [View article]
    As long as metals have a prosperous Asia and negative real funds rate...there will be a bid on metals...
    Dec 21, 2010. 05:34 AM | 10 Likes Like |Link to Comment
  • Lesson From the Past Courtesy of the S&P 500 [View article]
    excellent article....
    Dec 21, 2010. 05:28 AM | 1 Like Like |Link to Comment
  • Downgrade U.S. Treasuries to Junk [View article]
    Is it possible by one metric America is in its best shape in 20 years...

    Household debt service payments 1.358 trillion
    Government Interest payments .402 trillion

    minus Personal Savings .666 trillion

    1.094 trillion
    divided by GDP 14.750 trillion equals
    7.42% for 3rd qtr 2010

    20 year high was 3q 2007 at 11.92%

    20 year low was 4q 1992 at 7.33%
    Dec 21, 2010. 05:08 AM | 1 Like Like |Link to Comment
  • What Does the Yield Curve Tell Us About Future Economic Conditions? [View article]
    And if you don't like that one look at the 10 year minus 3 month libor....
    Dec 20, 2010. 05:26 PM | Likes Like |Link to Comment
  • A strange note today from the SF Fed says mortgage lenders weren't irrational during the years leading up to the housing market implosion. "The bad news," ahem, "is that rational pricing is predicated on assumptions about underlying house prices that may have seemed reasonable at the time the loans were made, but proved to be disastrously inaccurate after the fact."  [View news story]
    Get rid of the FED and you get 30% unemployment....
    Dec 20, 2010. 04:34 PM | 2 Likes Like |Link to Comment
  • Five Experts Say Get Over Your Fears and Get Back Into Stocks [View article]
    Average PE ain't 25....
    Dec 20, 2010. 04:31 PM | 2 Likes Like |Link to Comment
  • A strange note today from the SF Fed says mortgage lenders weren't irrational during the years leading up to the housing market implosion. "The bad news," ahem, "is that rational pricing is predicated on assumptions about underlying house prices that may have seemed reasonable at the time the loans were made, but proved to be disastrously inaccurate after the fact."  [View news story]
    Tom.... not all lenders in 2006 and 2007 were sleazeballs....
    Dec 20, 2010. 03:16 PM | 1 Like Like |Link to Comment
  • A strange note today from the SF Fed says mortgage lenders weren't irrational during the years leading up to the housing market implosion. "The bad news," ahem, "is that rational pricing is predicated on assumptions about underlying house prices that may have seemed reasonable at the time the loans were made, but proved to be disastrously inaccurate after the fact."  [View news story]
    so you don't have to suffer a Depression...
    Dec 20, 2010. 03:15 PM | 2 Likes Like |Link to Comment
  • Is All Debt Created Equal? [View article]
    Curious...what is your mix of corporate to government in your
    fixed income portfolio...or more importantly what is your view
    on the corporate/government mix??
    Dec 20, 2010. 07:11 AM | 1 Like Like |Link to Comment
  • Bank of America (BAC) joins PayPal (EBAY), MasterCard (MA) and others in cutting ties with WikiLeaks. The decision may open BofA's site up to attack from pro-WikiLeaks hackers, but may also be a defensive move as many believe WikiLeaks is planning a major data dump that will embarrass BofA.  [View news story]
    Interesting it is going to between 4 and 7 ( which is a bold statement)
    BUT you cut your position 40%,,,you talk bold but you are a smart trader....basically you are a short short term trader,,,,cause your short
    at best was in the high 13's.....a call to 4 to 7 is your long term call....
    Dec 19, 2010. 05:35 PM | 2 Likes Like |Link to Comment
  • Bank of America (BAC) joins PayPal (EBAY), MasterCard (MA) and others in cutting ties with WikiLeaks. The decision may open BofA's site up to attack from pro-WikiLeaks hackers, but may also be a defensive move as many believe WikiLeaks is planning a major data dump that will embarrass BofA.  [View news story]
    Geoff....I loved those Basel 3 articles...if Basel3 has been in effect...
    about the same as saying if you paid all you taxes due this decade
    next year you would be way under water,,,,typical media National
    Enquirer headline...
    Dec 19, 2010. 05:25 PM | 2 Likes Like |Link to Comment
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