http://scriabinop23.blogspot.com/2008/11/unsustainable-bubbles-deflation.html Two ideas with the theme of deflation considered. Here is why we...
Buy commodities now... 6% of GDP!! SHANGHAI â China's government announced a two-year stimulus exceeding a half-trillion dollars to offset...
Here's a link... http://www.dtcc.com/products/derivserv/data_table_i.php?id=table6
Too much debt and not enough money. Buy your bond puts. http://www.ft.com/cms/s/0/b3208dfc-a51d-11dd-b4f5-000077b07658.html European bond...
Pretty complex stuff worth reading over a few times, but I think the gist is this: The Fed is paying interest to banks on their reserve holdings....
This is a dilemma that has hurt me considerably. I tend to be an aggressive buyer of dips and am very wary to sell rallies (all via puts). All...
Want to see everyone's opinion on this move up. In particular, volatility looks like a buy. November vols are skewed heavily still on the put...
Change the deposit reserve ratio to 5% ... Any ideas?
Any prognostications on where index gfutures open with this news of bailout taking place on Monday, but successful progress happening?
Please forward this to your local political representative and to all your friends and politically involved people. You can change the name... I...
Prognostications for fun.... I say we could hit 1300 within 3 days... Anyone with any credibility here willing to aim for 1400?
There's always a bull market somewhere (tongue in cheek)... New blog -- this one is good, if I must say... A look at the LQD, an investment...
One question: If you were a money manager, would you be holding 30 yr t-bonds yielding 3.92% or would you be buying AAA quality assets...
Is Paulson taking his mission of avoiding 'moral hazard' too far? (after years of committing that very same moral hazard as head of GS) A...
Anyone see whats going on? Lehman closing their position? :)
??? Any thoughts... Either that, or this marks the bottom for i-banks.
I'm out of the loop, I admit, but simple question: Why can't LEH just borrow from the fed to meet funding needs until they recapitalize? I...
Never before could you have such a correlation between AAPL stock price and the 'appearance of Steve Jobs' as we will see in 5 minutes. Place...
Just wrote a new blog. No profit motives here. I just like analyzing and discussing this stuff. Please have a read and discuss. The...
Read this from the treasury announcement. If this doesn't cause a black swan, I don't know what will....
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