MarketThoughts.com Home Page
 FAQFAQ   SearchSearch   MemberlistMemberlist   UsergroupsUsergroups  StatisticsStatistics   RegisterRegister 
 ProfileProfile   Log in to check your private messagesLog in to check your private messages   Log inLog in 

REFORM
Goto page Previous  1, 2, 3, ... 9, 10, 11  Next
 
Post new topic   Reply to topic    MarketThoughts.com Forum Index -> Market Commentary
View previous topic :: View next topic  
Author REFORM
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Sat Mar 29, 2008 7:15 am    Post subject: REFORM Reply with quote

We all knew it was coming:

http://www.latimes.com/business/la-fi-treasury29mar29,0,5300410.story

Remains to be seen if this is for "the general good."
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
Post new topic   Reply to topic    MarketThoughts.com Forum Index -> Market Commentary
Author REFORM Replies
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Thu Jun 09, 2011 8:19 am    Post subject: Reply with quote

Bair of Diamon's remarks, "small higher capitalized banks are the ones doing the lending....bring 'em on."
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Wed Jun 08, 2011 11:24 am    Post subject: Reply with quote

The title says "Dimon presses Bernanke"--but Ben instant retort shows it's the other direction:

http://video.cnbc.com/gallery/?video=3000026289
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
smith360
Newbie
Newbie


Joined: 25 May 2011
Posts: 1

PostPosted: Wed May 25, 2011 6:56 am    Post subject: Reply with quote

Steel spent nearly 30 years at Goldman Sachs, rising to vice chair of the firm. He joined the Chicago office in 1976 and served as that office's co-head of institutional sales. Smile
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Wed May 25, 2011 6:18 am    Post subject: Reply with quote

Govt. investigation of the crude market has become a sort of seasonal--with lots of smirks and laughs all around. Keep laughing:

http://www.nytimes.com/2011/05/25/business/global/25oil.html?_r=1&hp

Quote:

This type of oil is also the main driver of prices of the futures contracts, and their actions caused futures prices to rise, the authorities say. “They wanted to lull market participants into believing that supply would remain tight,” the agency said. “They knew that as long as the market believed that supply was tight and getting even tighter, there would be upward pressure on the prices of W.T.I. for February delivery relative to March delivery, which was their goal.”

The traders in mid-January cashed out their futures position, and then a few days later began to bet on a decline in oil futures, with Mr. Wildgoose remarking in an e-mail about the “inevitable puking” of their position on an unsuspecting market, the federal lawsuit says.

_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Mon May 16, 2011 7:40 pm    Post subject: Reply with quote

From the Euromoney symposium on debt after death:

Quote:
Baekmand, Nykredit: Many investors say they would like to buy CoCos, but only from issuers where they are sure they wouldn’t be converted into capital. This is because fixed income investors aren’t allowed to hold equity. So the moment any risk arises that these bonds would be converted into equity, they would have to sell. This suggests either that investors’ mandates will have to change, or that the market for CoCos will only be open to issuers who don’t need them. As with all instruments, you get the best welcome from investors when the perception is that you don’t need the funding too much.


You mean the mandates haven't changed already?!
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Thu Apr 28, 2011 4:40 pm    Post subject: Reply with quote

GFRE!

Liars and damn liars. And the SEC is supposed to "police" this???
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Sat Apr 23, 2011 10:11 am    Post subject: Reply with quote

The FED's embrace the market, "liberalizing" their moral directive:

http://blogs.forbes.com/benkerschberg/2011/04/14/the-dodd-frank-acts-robust-whistleblowing-incentives/

I can hear the groans all the way to California Twisted Evil
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Fri Apr 22, 2011 8:03 am    Post subject: Reply with quote

Hah hah hah....let's watch poor misguided Greece getting serious about the rumor mill scrambling their restructuring efforts:

http://ftalphaville.ft.com/blog/2011/04/21/552421/greece-vs-citigroup/

More power to them, I say. These cavalier market-flushing "thought experiments" are the modus operandi of Wall St. as their is a very grey area between truth and lies--which they exploit to the hilt. In their defense you could say that all new truth begin as speculation, lies....denials...capitulations. By which time it's too late to trade the event. But here's the actual email:

Quote:
"MKT NOISE Over the last 20min, there seems to be some increased noise over Gr debt restructuring as early as this Easter weekend. Spreads are moving wider now with 2y spread +100 from +35 at midday, while Gr banks are at -4%, -6% vs +2% in the morning.

"The last few days the talks over Gr restructuring/rescheduling have intensified, despite the ongoing denials by Gr and foreign officials.

"If a credit event takes place it is crucial to see what the terms would be as a haircut would have a much different outcome vs an extension of maturities."


This is patent fear-mongering. And anyone who invests has been the victim of it at one time or another. Time they hang somebody by the fingernails just for the sake of balance. Think of it as practice for the time when we're all trading on Shanghai exchange with the evil communist eye upon us.
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Fri Apr 15, 2011 2:50 pm    Post subject: Reply with quote

Goldman's new measure for GDP:

http://video.cnbc.com/gallery/?video=3000016541
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Fri Apr 15, 2011 11:42 am    Post subject: Reply with quote

"Capitalism" not polling well:


http://www.economist.com/node/18527446
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Wed Mar 30, 2011 9:41 am    Post subject: Reply with quote

More "transparency." Is this really what we want out of the FED?


http://www.bloomberg.com/news/2011-03-29/dying-banks-kept-alive-show-secrets-fed-s-data-will-reveal-for-first-time.html
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Sun Mar 27, 2011 6:47 am    Post subject: Reply with quote

This could be an interesting test case whether the "beggar-thy-neighbor" policies of yesteryear will prevail in "the New Normal" of civic finance. If CAT moves from Peoria why would it stop at Texas and not Malaysia?

http://www.thestreet.com/story/11060863/1/caterpillar-says-it-may-leave-illinois.html?cm_ven=RSSFeed
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Fri Mar 25, 2011 7:29 am    Post subject: Reply with quote

The irony of the deal below is that only WiMax with Sprint is capable of the 4G demands upending this industry now. Now Sprint is left for a lost cause. Thinking of a bond position there as maybe a few years in the ghetto will give pause to the Verizon/ATT buildout woes. Of course Clearwire is a separate company for a reason. Sprint, the first 4G, still can't take on the burden for a proper expansion. Now it probably has to go for it and BK itself--but Wimax will be reborn out of necessity.
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Mon Mar 21, 2011 8:31 am    Post subject: Reply with quote

I'm thinking this ATT/T-mobile deal will fail--if only for the govt. to show a new face. The rise of the pay-as-you-go subnetworks may turn the argument.....but it is a new era. Is 4G an argument?
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16421
Location: Sunny California

PostPosted: Wed Feb 23, 2011 12:06 pm    Post subject: Reply with quote

Calpers flexing it limpid muscles at precisely the wrong time:

http://www.reuters.com/article/2011/02/23/apple-idUSN2310477920110223

Rather it should be leading shareholders in a group prayer. Of course there's no "succession policy" at Apple and none will help shareholders at this point.
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message

Please log in to view without the ad banners
Display posts from previous:   
Post new topic   Reply to topic    MarketThoughts.com Forum Index -> Market Commentary All times are GMT - 6 Hours
Goto page Previous  1, 2, 3, ... 9, 10, 11  Next
Page 2 of 11

 
Jump to:  
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot vote in polls in this forum


Powered by phpBB