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Silentz

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  • All the tension over weak demand for today's $35B two-year note auction - what with the holidays and east-coast blizzard - appears to have been for naught. Note, however, that it was dealers who stepped up to the plate, while foreign investors took just 23% of the offering - the lowest in 2.5 years.  [View news story]
    If the primary dealers had to step in to save the issue, and the yield was at a 6 month high, wouldn't that define a weak demand? And would there be a situation where the dealers WOULDN'T step in to save an auction, considering they're sitting on a pile of Ts right now?
    Dec 27, 2010. 04:05 PM | 4 Likes Like |Link to Comment
  • Quick Chat Number 132. Beginning 12/23/10 [View instapost]
    Looks like the trolls are out and about today... *sigh*
    Dec 27, 2010. 04:00 PM | 6 Likes Like |Link to Comment
  • Quick Chat Number 132. Beginning 12/23/10 [View instapost]
    Maybe this should be the impetus for setting up an outside communication tool for the 'Gades...

    Good luck GandDI. We'll miss ya 'round here.
    Dec 27, 2010. 03:57 PM | 4 Likes Like |Link to Comment
  • Quick Chat Number 132. Beginning 12/23/10 [View instapost]
    I disagree with his assertion that privatization is the wrong way to go. I think space travel is a unique part of the landscape. To say that investors would get antsy if it were to 'go too slow' is true, but without having any basis for comparison, no one knows how long this is supposed to take. And I'd bet that people willing to invest in this fledgling industry are the type to stick it out for the long haul, especially if it allows them to say they were the first to invest in it.

    The private sector has a much larger incentive to succeed, and to do it well. Profit. Succeed, and there will be gigantic profits as soon as people figure out how to make money from trips, but if you fail, it could be catastrophic and financially ruinous. Government has no incentive other than finding ways to increase the budget granted to their departments each year.

    It's definitely worth keeping an eye on, but until there's actual money on the table, it's just fun to watch the progress from the sidelines.
    Dec 27, 2010. 01:57 PM | 6 Likes Like |Link to Comment
  • Quick Chat Number 132. Beginning 12/23/10 [View instapost]
    Happy Holidays everyone. Enjoy your time with family and try not to eat too much... or do, it's the one time of year we're 'allowed' to afterall...

    Mark, good luck and take care(or take luck as Brian Regan would say). Your input and knowledge have been very informative and pertinent. Your perspective will be missed.

    TB, my thoughts and prayers are with you and your wife.

    Now it's off to Christmas!
    Dec 24, 2010. 02:32 PM | 5 Likes Like |Link to Comment
  • Risk tolerance turned upside down: The market's wild swings have caused young investors to become so risk averse that increasing numbers would rather park their money in CDs or Treasurys.  [View news story]
    I'd bet the beta on that fund will be nausea-inducing to say the least.
    Dec 23, 2010. 06:37 PM | 3 Likes Like |Link to Comment
  • Risk tolerance turned upside down: The market's wild swings have caused young investors to become so risk averse that increasing numbers would rather park their money in CDs or Treasurys.  [View news story]
    And how brainwashed have they become if they think Treasuries are for the 'risk averse'?
    Dec 23, 2010. 05:31 PM | 4 Likes Like |Link to Comment
  • Quick Chat Number 132. Beginning 12/23/10 [View instapost]
    Hmm....I see three... ;-)
    Dec 23, 2010. 12:43 PM | 5 Likes Like |Link to Comment
  • “The most alarming thing ... is the level of complacency,” says Meredith Whitney, warning about a financial meltdown in state and local governments "in the next 12 months." The size of this calamity? "Fifty to 100 sizeable defaults ... hundreds of billions of dollars."  [View news story]
    I'm astounded at how people have started viewing the Fed as a magic black box that will just keep things plugging along nicely by...well...we're not sure how, but we're sure they'll do something...and it'll be amazing.

    If the Fed starts getting into mass muni purchases, we're hosed. That's not like buying Treasuries from banks that then sit on the cash. That would be pumping funds that have instant velocity, creating some wicked inflation.

    But then, in our current societal condition, if you gave someone a credit card and told them they had an infinite limit and to not worry about repaying the balance, fiscal responsibility would fly right out the window.

    CNBC's analysis is just another example of not looking past the first ripple in the pond.
    Dec 20, 2010. 01:06 PM | 11 Likes Like |Link to Comment
  • QC 131. Before the Bell. 12/16/10 [View instapost]
    Very cool.
    Dec 18, 2010. 01:25 PM | 4 Likes Like |Link to Comment
  • When the facts are inconsistent with the ideology, conservatives simply "adjust the facts," Paul Krugman asserts, citing Republican members of the crisis commission that absolved banks of wrongdoing and blamed everything on Fannie Mae (FNMA.OB) and Freddie Mac (FMCC.OB) by promoting loans to low-income borrowers.  [View news story]
    Um, yes?
    Dec 17, 2010. 06:05 PM | 1 Like Like |Link to Comment
  • Swine Flu News Concentrator Novermber 11 to December 18, 2010 [View instapost]
    Ahem...yes...$2.54...I guess subconsciously I'm looking for a $1.54 re-entry point?
    Dec 17, 2010. 03:21 PM | 3 Likes Like |Link to Comment
  • Swine Flu News Concentrator Novermber 11 to December 18, 2010 [View instapost]
    Thanks for your thought HTL, they're always insightful. I always enjoy getting a different perspective and try to remain open minded, knowing that I still have a lot to learn.

    I ended up taking profits yesterday at $1.54. With the recent runup on no news, I felt that it would be a good time to take the profits, expecting that runup to be unfounded, and thinking that we'd see a pullback. I AM however, looking for a re-entry point, because I think (NVAX) will see some of the BARDA money.

    Now I just have to find that point...
    Dec 17, 2010. 03:14 PM | 3 Likes Like |Link to Comment
  • QC 131. Before the Bell. 12/16/10 [View instapost]
    Either use the more is better philosophy, or get on the stick and develop the heck out of the rail gun. Good luck knocking out a precision fired 'dumb' round traveling at Mach 7 out of the air...
    Dec 17, 2010. 01:25 PM | 5 Likes Like |Link to Comment
  • What's so wrong with tax cuts for the wealthy, Caroline Baum wonders - after all, most Americans aspire to being rich. It's "voodoo economics revisited," Simon Johnson says - "childishly reckless" fiscal policy that digs the U.S. into a deeper debt hole.  [View news story]
    While military spending is definitely a place where we can save, it's only the case at this very moment. Within the next decade, entitlement spending will vastly outstrip those amounts. Not to mention the interest on the debt we currently have. So arguments about cutting military spending is really avoiding the real issues.
    Dec 15, 2010. 07:11 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
713 Comments
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