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  • 7 Notes on the Financial Sector [View article]
    Thanks so much for your wtiting David. It helps immensely.
    Jul 07 12:48 pm |Rating: +3 -1 |Link to Comment
  • The Specter of Default [View article]
    So what you're signaling is we should liquidte and flee to Hong Kong now. Yea that's worked well for Latin America in the past. Sure
    Jun 23 10:24 am |Rating: +2 0 |Link to Comment
  • GM Bondholders vs. UAW Retirees: False Equivalence [View article]
    Felix you are just a shill for the UAW. The retirees could just as easily take medicare as that guy could suck on worthless bonds
    May 27 15:51 pm |Rating: +6 -2 |Link to Comment
  • Defending the UAW, Felix Salmon Abandons Logic [View article]
    Yea it is a shame about Felix. He's obviously gone over to the dark side.
    May 07 10:03 am |Rating: +1 0 |Link to Comment
  • Ignore Detroit's Bondholders' Whines [View article]
    You gotta be kidding Felix
    May 01 12:05 pm |Rating: +5 -2 |Link to Comment
  • Why Hedge Fund Managers Shouldn't Lever Up [View article]
    Sure that sounds good until your HF manager gates you and you're unable to reduce your leverage when you choose to.
    Apr 06 10:10 am |Rating: 0 0 |Link to Comment
  • Did the ECB Save COMEX from Gold Default? [View article]
    you know last notice day is April 29 right? That would be default day for the shorts not first notice day.
    Apr 03 01:29 am |Rating: +1 0 |Link to Comment
  • Morgan Stanley Blocks Another Blog [View article]
    congratulations
    Mar 18 16:00 pm |Rating: +4 0 |Link to Comment
  • Following Hedge Funds Through 13F Filings Is Not a Good Idea [View article]
    Faireholme
    Mar 04 04:37 am |Rating: 0 0 |Link to Comment
  • 10 Aspects of Our Current Market Troubles [View article]
    David, thanks so much for your writing.
    Feb 18 11:25 am |Rating: +1 -1 |Link to Comment
  • Lululemon Stock Sours As VC, COO Jump Ship [View article]
    Nice job on this one Herb.
    Feb 21 23:31 pm |Rating: 0 0 |Link to Comment
  • What if the Fed Cut Doesn't Help? [View article]
    If the prospective inflation rate now looks hotter than before, and the Fed is easing into it and at least for now isn't showing signs of reducing the money supply, what you rather own treasuries or bank accounts yielding nil or negative real rates or stock in a company that can raise prices, or even real estate or commodities? Inflation is expedient politically and temporarily its expedient economically.
    Jan 22 15:07 pm |Rating: 0 0 |Link to Comment
  • Cramer's Meltdown Spills Into Print [View article]
    No he's probably right if he is referring to the first loss tranches of the secutitzations. They absorb the losses from the foreclosures first before the A and higher rated tranches see any loss of principal or interest. I suppose as the trusts wind down as the losses are realized and or the mortgages pay off that they might have a recovery value based on the foreclosures but since many of the securitizations were based on foreclosure rates far lower than we are now seeing, many of them will become worthless. many smart folks are short these bonds through the ABX indices.
    Aug 16 00:32 am |Rating: 0 0 |Link to Comment
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