thannagan's Comments thannagan's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/93792/comments Analyzing the U.S.'s Four Largest Banks http://seekingalpha.com/article/172052-analyzing-the-u-s-s-four-largest-banks?source=feed#comment-750962 750962 Sun, 08 Nov 2009 13:08:56 -0500 Analyzing the U.S.'s Four Largest Banks http://seekingalpha.com/article/172052-analyzing-the-u-s-s-four-largest-banks?source=feed#comment-750931 750931 Sun, 08 Nov 2009 12:53:40 -0500 Will This Economy Ever Create Job Growth? http://seekingalpha.com/article/164555-will-this-economy-ever-create-job-growth?source=feed#comment-701344 701344 Sat, 03 Oct 2009 10:52:32 -0400 Was Paulson Right? http://seekingalpha.com/article/159210-was-paulson-right?source=feed#comment-656026 656026 Tue, 01 Sep 2009 09:00:40 -0400 Cramer's Mad Money - Monsanto's Menacing Monopoly (8/13/09) http://seekingalpha.com/article/156049-cramer-s-mad-money-monsanto-s-menacing-monopoly-8-13-09?source=feed#comment-629930 629930 Fri, 14 Aug 2009 11:30:32 -0400 Dave's Top 10 Reasons This Recession Will Last Forever http://seekingalpha.com/article/154179-dave-s-top-10-reasons-this-recession-will-last-forever?source=feed#comment-621104 621104 Sat, 08 Aug 2009 13:07:04 -0400 Can the U.S. Economy Recover with No Growth in Bank Lending? http://seekingalpha.com/article/151467-can-the-u-s-economy-recover-with-no-growth-in-bank-lending?source=feed#comment-603432 603432 Mon, 27 Jul 2009 10:11:13 -0400 China and the U.S. Dollar: Nowhere to Run http://seekingalpha.com/article/150117-china-and-the-u-s-dollar-nowhere-to-run?source=feed#comment-597905 597905 Wed, 22 Jul 2009 10:31:34 -0400 13 Agriculture Myths Busted: This Bubble Is Ready to Pop http://seekingalpha.com/article/148224-13-agriculture-myths-busted-this-bubble-is-ready-to-pop?source=feed#comment-584418 584418 Sun, 12 Jul 2009 11:49:11 -0400 Gold Price Manipulation: So What? http://seekingalpha.com/article/146924-gold-price-manipulation-so-what?source=feed#comment-574549 574549 Sun, 05 Jul 2009 12:06:59 -0400 Why Congress Is Asking Bernanke Bogus Questions http://seekingalpha.com/article/145588-why-congress-is-asking-bernanke-bogus-questions?source=feed#comment-564707 564707
Of course, Congress and White House are always, and only and all, about politics. It was pretty clear in Bernake's expressions what he would have liked to have responded to the idiots questioning him.]]>
Sat, 27 Jun 2009 09:26:31 -0400
Of course, Congress and White House are always, and only and all, about politics. It was pretty clear in Bernake's expressions what he would have liked to have responded to the idiots questioning him.]]>
What to Do About Mark to Market? http://seekingalpha.com/article/129535-what-to-do-about-mark-to-market?source=feed#comment-453496 453496 Mon, 06 Apr 2009 12:15:15 -0400 Housing Decline Slowing? Wishful Thinking (Case-Shiller) http://seekingalpha.com/article/128835-housing-decline-slowing-wishful-thinking-case-shiller?source=feed#comment-447947 447947 Wed, 01 Apr 2009 11:40:37 -0400 Corn Inflation and the Specter of Unintended Consequences http://seekingalpha.com/article/128697-corn-inflation-and-the-specter-of-unintended-consequences?source=feed#comment-447927 447927 Wed, 01 Apr 2009 11:22:44 -0400 Will Najarian's Prediction of a Stock Market Explosion Come True? http://seekingalpha.com/article/124750-will-najarian-s-prediction-of-a-stock-market-explosion-come-true?source=feed#comment-419970 419970
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Mon, 09 Mar 2009 22:25:42 -0400
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Latest Bank Leverage Stats - Some Still High http://seekingalpha.com/article/121157-latest-bank-leverage-stats-some-still-high?source=feed#comment-393571 393571 Wed, 18 Feb 2009 11:47:32 -0500 Humility of Realism II: Seven Thoughts about Our Whole System http://seekingalpha.com/article/117726-humility-of-realism-ii-seven-thoughts-about-our-whole-system?source=feed#comment-371723 371723 Fri, 30 Jan 2009 23:55:00 -0500 Regional Banks Reject TARP Funding http://seekingalpha.com/article/116317-regional-banks-reject-tarp-funding?source=feed#comment-366930 366930
Tarp, IMO, was all about protecting seven orgs: GS,MS,Citi, BAC/ML, AIG, getting Wachovia sold to PNC and bailing FNM/FRE. The rest was political correctness (small banks access) and pork needed to grease the deal. The good news is Bush/Hank/Congress only blew $350B doing it. Now, the real handout process begins.]]>
Mon, 26 Jan 2009 17:51:43 -0500
Tarp, IMO, was all about protecting seven orgs: GS,MS,Citi, BAC/ML, AIG, getting Wachovia sold to PNC and bailing FNM/FRE. The rest was political correctness (small banks access) and pork needed to grease the deal. The good news is Bush/Hank/Congress only blew $350B doing it. Now, the real handout process begins.]]>
Government Risk Rises: Credit Markets Face Structural Collapse http://seekingalpha.com/article/116440-government-risk-rises-credit-markets-face-structural-collapse?source=feed#comment-366837 366837
www.decisionanalyticsb...

Tom ]]>
Mon, 26 Jan 2009 16:02:58 -0500
www.decisionanalyticsb...

Tom ]]>
Government Risk Rises: Credit Markets Face Structural Collapse http://seekingalpha.com/article/116440-government-risk-rises-credit-markets-face-structural-collapse?source=feed#comment-366642 366642
I discuss some of these issues realted to bank lending in my blog: decisionanalyticsblog....

Please continue to publish.]]>
Mon, 26 Jan 2009 12:55:18 -0500
I discuss some of these issues realted to bank lending in my blog: decisionanalyticsblog....

Please continue to publish.]]>
What's up with the Dollar and Gold? http://seekingalpha.com/article/116361-what-s-up-with-the-dollar-and-gold?source=feed#comment-366604 366604
(Long: GLD,TBT)

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Mon, 26 Jan 2009 12:25:37 -0500
(Long: GLD,TBT)

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Two Reasons CF Looks Headed for Big Profits http://seekingalpha.com/article/115680-two-reasons-cf-looks-headed-for-big-profits?source=feed#comment-365157 365157 Sat, 24 Jan 2009 16:49:38 -0500 Annals of CDS Demonization, Michael Lewis Edition http://seekingalpha.com/article/116244-annals-of-cds-demonization-michael-lewis-edition?source=feed#comment-365146 365146 Sat, 24 Jan 2009 16:20:22 -0500 The Case for Financial Stocks http://seekingalpha.com/article/115420-the-case-for-financial-stocks?source=feed#comment-360961 360961 Tue, 20 Jan 2009 12:09:04 -0500 The Case for Financial Stocks http://seekingalpha.com/article/115420-the-case-for-financial-stocks?source=feed#comment-360903 360903 Tue, 20 Jan 2009 11:23:24 -0500 Infrastructure Stocks: Hope, Hype, and the Herd Mentality http://seekingalpha.com/article/113612-infrastructure-stocks-hope-hype-and-the-herd-mentality?source=feed#comment-348985 348985 Wed, 07 Jan 2009 16:12:00 -0500 Friday Options Update: C, GM, F, GE, CHK, AEM http://seekingalpha.com/article/108372-friday-options-update-c-gm-f-ge-chk-aem?source=feed#comment-317052 317052 Sat, 29 Nov 2008 01:41:10 -0500 Credit Crisis Watch: Are the Markets Thawing? http://seekingalpha.com/article/108354-credit-crisis-watch-are-the-markets-thawing?source=feed#comment-317050 317050
Who says LIBOR rates and TED spreads should be any lower. They probably shuld have been inching higher for several years, now. Risk wasn't properly priced into many things in the last few years or the whole subprime ponzi play would not have happended to begin with.

It's the real economy, now, and the resulting ability of individuals and businesses to make debt service payments - not capital markets. ]]>
Sat, 29 Nov 2008 01:28:45 -0500
Who says LIBOR rates and TED spreads should be any lower. They probably shuld have been inching higher for several years, now. Risk wasn't properly priced into many things in the last few years or the whole subprime ponzi play would not have happended to begin with.

It's the real economy, now, and the resulting ability of individuals and businesses to make debt service payments - not capital markets. ]]>
Down 45%, Buffett and Berkshire Hathaway Are On Sale http://seekingalpha.com/article/106901-down-45-buffett-and-berkshire-hathaway-are-on-sale?source=feed#comment-311096 311096 Thu, 20 Nov 2008 15:33:58 -0500 Alcoa: Analyst Downgrades and Price Cuts; Looks Like a Bottom http://seekingalpha.com/article/105586-alcoa-analyst-downgrades-and-price-cuts-looks-like-a-bottom?source=feed#comment-305524 305524
AA, BA, GE, AAPL, DD, DE, CAT and many others in the USA are not in that situation. But, they're all on sale right now.]]>
Thu, 13 Nov 2008 16:22:46 -0500
AA, BA, GE, AAPL, DD, DE, CAT and many others in the USA are not in that situation. But, they're all on sale right now.]]>