johnhhaskell's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/93812/comments http://seekingalpha.com/article/45425/comments?source=feed#comment-94410 94410 Thu, 23 Aug 2007 11:50:48 -0400 http://seekingalpha.com/article/45172/comments?source=feed#comment-94216 94216
The only thing that has changed is the financing arrangements. Those are now going back to what we had before.

Then the only difference will be people's fond recollections of how they used to be "rich."

I believe that a 50% decrease in NV, FL and AZ is basically guaranteed.]]> Tue, 21 Aug 2007 11:22:33 -0400
The only thing that has changed is the financing arrangements. Those are now going back to what we had before.

Then the only difference will be people's fond recollections of how they used to be "rich."

I believe that a 50% decrease in NV, FL and AZ is basically guaranteed.]]> http://seekingalpha.com/article/44950/comments?source=feed#comment-94108 94108 Mon, 20 Aug 2007 10:53:20 -0400 http://seekingalpha.com/article/44740/comments?source=feed#comment-93909 93909
He writes interesting "geopolitical analyses" which are fun to read but wrong. Maybe you could ask him for a copy of the piece he wrote in spring '06 about how we would be pulling out of Iraq well before the midterm elections.

If he can't get major calls right in areas of his expertise, what is the point of seeking his advice on areas of which he knows nothing?]]> Fri, 17 Aug 2007 10:45:23 -0400
He writes interesting "geopolitical analyses" which are fun to read but wrong. Maybe you could ask him for a copy of the piece he wrote in spring '06 about how we would be pulling out of Iraq well before the midterm elections.

If he can't get major calls right in areas of his expertise, what is the point of seeking his advice on areas of which he knows nothing?]]> http://seekingalpha.com/article/44820/comments?source=feed#comment-93905 93905 Fri, 17 Aug 2007 10:41:34 -0400 http://seekingalpha.com/article/44573/comments?source=feed#comment-93718 93718
First, the amount of subprime mtgs which are actually in default may be only $7 billion, but the likely ultimate amount is something like 10% of the $1.5 trillion in subprime mortgages outstanding.

Second, there is no "$50 trillion bond portfolio" anywhere in the world; this is greater than the debt stock of all nations in the world (US Fed Gov't= approx $8 trillion)

Third, if this phantasmagorical $50 trillion portfolio were to increase in value by 15%, that would be a $7.5 trillon delta, not $2.5 trillon as he claims. Buy a calculator.]]> Wed, 15 Aug 2007 11:41:51 -0400
First, the amount of subprime mtgs which are actually in default may be only $7 billion, but the likely ultimate amount is something like 10% of the $1.5 trillion in subprime mortgages outstanding.

Second, there is no "$50 trillion bond portfolio" anywhere in the world; this is greater than the debt stock of all nations in the world (US Fed Gov't= approx $8 trillion)

Third, if this phantasmagorical $50 trillion portfolio were to increase in value by 15%, that would be a $7.5 trillon delta, not $2.5 trillon as he claims. Buy a calculator.]]>