phdinsuntanning

Wall Street Breakfast: Must-Know News

they are short the USD with US gov loans,

Earnings Reports Threaten to Deflate Balloon Boy Dow

the boy is in the attic all the time, same as the real economy, enjoy the hot air and LONG dug FOR A SHORT PLAY.

Goldman Sachs, JPMorgan Chase: How Did They Make So Much Money?

they gor free USD greenbacks credit, shorted it against any non USD commodities and CDS and pocketed the difference, easy

Slow Down Mr. Roubini

"the White House has publicly announced it will not nationalize banks and has taken action to prop up Citigroup."... what a contradiction, is noy your fault, just wait and see...

Why Bank Nationalization Will Never Happen

Bond holder of JPM, MS, GS:

JP Morgan Chase Bank held $91.7 trillion, in derivatives in the third quarter of 2007. One year later, it held only….$87.7 trillion: a shrinkage of $4 trillion. Now, JP Morgan’s assets are only $1.7 trillion in 2008, better than the $1.2 trillion they had in 2007. At least one financial institution is getting some benefit from the crisis and US government bailouts, but with a little bit of risk :). Good luck with MS and GS bonds

Watch Bank of America to Understand Where Economy Is Going

1. if scared investors including japanese, europeans, chinese,etc
buy the bonds, your short will be toasted same as your long
in 2009, so you will need to wait 2010 inflation to breakeven,

2. if they dont buy the package, the fed will buy all the treasuries
and your short will be toasted, but you will be saved by gold profits,
ergo: I dont see a big upside in both scenarios, it will be a fun and volatile play for sure, enjoy and close it safely.

I sold XAU for a profit, today and got some food (CBA) just in case,
thinking in shorting IYR... today more than 5% up. good luck

Stop the Week, We Want to Get Off

276885, I was a member, Montecarlo can be less risky,
but analysis on comex and the big picture are
great, he reads Elaine religiously, and at the end
of the day is a very positive contribution to all of us.

Banks on the Verge of a Nervous Breakdown

Agreed on the list and SKF

Profit Plays for the End of the 'Fail-and Bail' Cycle

risk management is generally better than in banking
particularly in the insurance area, is a good theory,
but if you insured credit, commodities, equity or FX,
man you will need a better insurance, take mine
insurance advice: SKF

Why Is Merrill Lynch Trading Significantly below BAC's $29 Offer?

SKF is a good insurance if you are good sailing !

Short Interest Data: Lehman, BofA, Merrill and AIG

which demonstrate that hyenas not always smell the rigth
rotten corpse after a massacre and can be eaten by an
sleeping lyon (MER).

Welcome to Desolation Row

"I wonder if any speculators have shorted the liquid on the way down. That would be horrible and they should return their profits to the government." Just look DUG volumes

$120 Oil's Struggle with the Dow Industrials

even china was growing rice in those times is a very interesting comparison, including a weakened US financial position after a
expensive war (there is any cheap one?), the consequense is clear, we are just starting to experience inflation and the interest rate increase to 15% is 10 years in the future, gold must look cheap for Steven.

14 Bank and I-Bank Write-Downs

Ryan

is better you think again about LEH, jus look at this:
US March 31
March 31 2008 Fiscal Year 2007: Capital/Assets
US
US Broker Bear Stearns 3,0%
US Broker Morgan Stanley 3,0%
US Broker Merril Lynch 3,1%
US Broker Lehman 3,3%
US Broker Goldman Sachs 4,5%
US Bank Citigroup 5,2%
US Bank JP Morgan 7,9%
US Bank Wells Fargo 8,3%
US Bank Bank of America 8,6%
US Bank Wachovia 10,2%

Insider Trends in the Financial Sector

no insider buyers in LEH, that is enough sign to be short