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  • Basel III: The Snake in the Grass [View article]
    "GSE" debt is only "money good" if it has an explicit government backstop - if not, it is no more "sound" than any other sort of corporate obligation - period!

    So are you saying the collateral is worth zero???
    Sep 7, 2010. 12:55 PM | 3 Likes Like |Link to Comment
  • The Basel Committee will require global banks to hold Tier 1 capital of 9%, according to a draft proposal, and will be able to demand banks boost that figure to 12% in boom times. At present, banks are required to have a Tier 1 ratio of no less than 4%.  [View news story]
    These are pretty strong proposals.....smaller banks are going to have
    problems with it.....mergers to come....
    Sep 7, 2010. 08:27 AM | Likes Like |Link to Comment
  • Valuing the U.S. Market: Forget Stocks, Buy Stuff [View article]
    Tobin's Q was originated in 1969 when exports were only 5 % of GDP...the S&P 500 has greater corrrelation th Global GDP than
    US GDP today....
    Sep 7, 2010. 07:34 AM | Likes Like |Link to Comment
  • Will Basel III Really Deliver? [View article]
    Core Tier 1: essentially, pure equity. That has a minimum of 5%, plus a conservation buffer of 2.5%, plus a countercyclical capital buffer of another 2.5%.


    This is an ambitious number.....the big boys can do it.....smaller
    banks will have a problem....look for mergers....
    Sep 7, 2010. 07:12 AM | Likes Like |Link to Comment
  • Why Wall Street Might Spur a Bull Market in 2011 [View article]
    Positive net inflows....yes that would be bullish...but where is the
    catalyst for such an event???....
    Sep 7, 2010. 06:18 AM | Likes Like |Link to Comment
  • Will Unemployment Continue to Climb? [View article]
    Rosenberg...Mish...fair and balanced....
    Sep 7, 2010. 04:33 AM | Likes Like |Link to Comment
  • End of the Equity Cult? Maybe, But Don't Buy Bonds [View article]
    End of the Cult...but you are still going to want to date her....
    Sep 6, 2010. 03:43 PM | Likes Like |Link to Comment
  • Harry Dent's Outlook on Demographics, Debt and Deflation [View article]
    "we have turned into the next version of Greece"

    Last I checked Greece's Gdp was the size of Connecticut...
    Sep 6, 2010. 06:14 AM | 1 Like Like |Link to Comment
  • The Latest ECRI WLI Decline: Leading Recession Indicator or False Negative? [View article]
    Consumer Metric,ECRI WLI,Hindenberg Omen,Shiller 10......did
    I miss any indicators??? I guess we will find out in the fullness of time...
    Sep 6, 2010. 06:10 AM | 1 Like Like |Link to Comment
  • Harry Dent's Outlook on Demographics, Debt and Deflation [View article]
    Overall, his team projecting a potential 2% rise in 10-year yields - which would push the 10-year yield up from 2.5% to 4.5%. Think the housing market is in trouble now? Imagine a 2% bump in mortgage rates!

    Nominal GDP growth will be what in this environment???
    Sep 5, 2010. 07:53 AM | 3 Likes Like |Link to Comment
  • Data Pointing to Contraction [View article]
    "I was scratching my head at the manufacturing ISM yesterday"

    Because you don't want to believe it???
    Sep 4, 2010. 05:53 AM | 6 Likes Like |Link to Comment
  • Regression to Trend: Secular Bull and Bear Markets [View article]
    Shadow stats....

    www.econbrowser.com/ar...
    Sep 4, 2010. 05:48 AM | Likes Like |Link to Comment
  • Aug. Nonfarm Payrolls: -54K vs. consensus of -110K, -54K (revised from -131K) in July. Unemployment 9.6% in-line with expected. Avg. hourly earnings +$0.06. to $22.66. Workweek remains same at 34.2.  [View news story]
    Got you riled up on a sleepy Friday......just .ignore the data i presented to you....
    Sep 3, 2010. 02:37 PM | 2 Likes Like |Link to Comment
  • Aug. Nonfarm Payrolls: -54K vs. consensus of -110K, -54K (revised from -131K) in July. Unemployment 9.6% in-line with expected. Avg. hourly earnings +$0.06. to $22.66. Workweek remains same at 34.2.  [View news story]
    Since we are quoting the household survey...

    Did you know what private sector nonfarm employment since
    April 2010???

    Per Household survey...+822,000

    2010 08 116438.
    2010 07 115648.
    2010 06 115629.
    2010 05 115858.
    2010 04 115616.
    Sep 3, 2010. 01:22 PM | 2 Likes Like |Link to Comment
  • Aug. ISM Non-Manufacturing Index: 51.5 vs. 53 expected and 54.3 prior (>50 denotes expansion). Prices index rose to 60.3 from 52.7. Employment fell to 48.2 from 50.9. New orders fell to 52.4 from 56.7.  [View news story]
    3 month moving average of Business activity still above 56....
    Sep 3, 2010. 10:10 AM | 1 Like Like |Link to Comment
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