Todd H. : "Jumping the Shark in Our Wishbone World?&quo
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Credit & inflation....
Nao percebo como e que se pode falar de credit crunch e de hyperinflation na mesma pagina...
Economics 101...a expansao da massa monetaria que leva a inflaçao e feita essencialmente pelo efeito de multiplicaçao de massa monetaria provocada pelo credito.
Ora se ha um credit crunch... I rest my case!
The billion dollar questions:
Eagle Eye
Economics 101...a expansao da massa monetaria que leva a inflaçao e feita essencialmente pelo efeito de multiplicaçao de massa monetaria provocada pelo credito.
Ora se ha um credit crunch... I rest my case!
The billion dollar questions:
Will the fund community help (chasing performance anxiety higher) or hurt (continued redemptions into year-end)?
Given the structural (credit) and psychological (mainstream) metrics, aren’t earnings and technicals low men on the total pole?
Eagle Eye
- Mensagens: 458
- Registado: 5/1/2008 22:22
Todd H. : "Jumping the Shark in Our Wishbone World?&quo
"Answers I Really Wanna Know: Jumping the Shark in Our Wishbone World?"
Todd Harrison
Oct 14, 2008 8:20 am
" Which path will be taken towards a recovery?
Was Friday the 2008 trading low before a harsher downside comeuppance arrives in 2009?
Given the historic rally that occurred while the bond market was closed yesterday, how will the equity thermometer react with the credit backbone open?
Particularly with Credit Default Swaps in the financials lower across the board this morning?
Is the “easy” trade the first fade (lower) today before a truer tone emerges?
Has the script been written into expiration?
While I punted my bull costume into the eye-popping lift, have I adequately expressed that I’m open-minded to the upside and trading “two-sided” as a function of time and price?
Given the S&P rallied 20% from Friday’s low to yesterday’s close, how does a disciplined trader not take a step back to breathe?
Citigroup (C), Wells Fargo (WFC), JP Morgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS), Morgan Stanley (MS), State Street Bank (STI), Bank of New York Mellon (BK) and Merrill Lynch (MER) are the “chosen nine”?
The preferred stakes will be non-dilutive?
Riddle me this—what bank will now be able to issue a secondary offering?
Would YOU want to be underneath the government in the new world capital structure?
Are you being careful to not assume that this is an absolute positive for existing shareholders?
I thought Bank America and Mother Merrill were one and the same?
Have we officially jumped the shark in Our Wishbone World?
Does the path of maximum frustration dictate that the savers—the prudent folks who preserved capital or raised cash—suffer as a result of dollar devaluation?
Not to mention all the big money funds that cashed out, setting the stage for performance anxiety into year-end?
Directional bias aside, does anyone believe that this insane volatility is particularly healthy?
Are you trying to catch every trade or are you content to risk capital on situations with an advantageous set-up?
Who told me that after adopting a “market neutral” posture into yesterday’s close, he wants to watch the reaction to earnings this week?
Particularly Intel (INTC) tonight?
Given the structural (credit) and psychological (mainstream) metrics, aren’t earnings and technicals low men on the total pole?
As I said to him, wouldn’t earnings be “easier” with the tape on its heels (prior to yesterday’s rip)?
Will the fund community help (chasing performance anxiety higher) or hurt (continued redemptions into year-end)?
Is the EEM the right vehicle to play the emerging markets through the lens of an “outside-in” recovery?
Or will we be early to that thought as we were to the debt-derivative contagion vibe?
With regard to government “tools,” does anyone wanna help me pull together a laundry list?
Given the specter of higher (hyper-) inflation, will you please be careful with the consumer non-durable names such as Johnson & Johnson (JNJ)?
You know, the same names we highlighted as one of our ten themes (before they sprinted to 52-week highs).
What has this world come to that I consider my bi-weekly “knee-habilitation” a relaxing respite from an all-consuming reality?
Are you keeping “where we are” in perspective with the proper frame of reference?
What was General Electric (GE) telling us yesterday when it couldn’t ramp with the tape?
Was I too cute in waiting for a better entry point in gold, the FXY (Japanese Yen) and BHP Billiton (BHP)?
Will the Israel-Iran shoe drop before the election?
Will the recent Depression discussions serve as a modern day duct-tape low?
At least until next year when reality will bite anew?
Blackstone’s Stephen Schwarzman said "We're looking today at an absolute sea change in the global financial system in terms of liquidity" and "this could be the time that breaks the back of the credit crisis?'"
Not like he’s got skin in the game, right?
Societal acrimony? What societal acrimony?
Are we having fun yet?
R.P."
(in www.minyanville.com)
Todd Harrison
Oct 14, 2008 8:20 am
" Which path will be taken towards a recovery?
Was Friday the 2008 trading low before a harsher downside comeuppance arrives in 2009?
Given the historic rally that occurred while the bond market was closed yesterday, how will the equity thermometer react with the credit backbone open?
Particularly with Credit Default Swaps in the financials lower across the board this morning?
Is the “easy” trade the first fade (lower) today before a truer tone emerges?
Has the script been written into expiration?
While I punted my bull costume into the eye-popping lift, have I adequately expressed that I’m open-minded to the upside and trading “two-sided” as a function of time and price?
Given the S&P rallied 20% from Friday’s low to yesterday’s close, how does a disciplined trader not take a step back to breathe?
Citigroup (C), Wells Fargo (WFC), JP Morgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS), Morgan Stanley (MS), State Street Bank (STI), Bank of New York Mellon (BK) and Merrill Lynch (MER) are the “chosen nine”?
The preferred stakes will be non-dilutive?
Riddle me this—what bank will now be able to issue a secondary offering?
Would YOU want to be underneath the government in the new world capital structure?
Are you being careful to not assume that this is an absolute positive for existing shareholders?
I thought Bank America and Mother Merrill were one and the same?
Have we officially jumped the shark in Our Wishbone World?
Does the path of maximum frustration dictate that the savers—the prudent folks who preserved capital or raised cash—suffer as a result of dollar devaluation?
Not to mention all the big money funds that cashed out, setting the stage for performance anxiety into year-end?
Directional bias aside, does anyone believe that this insane volatility is particularly healthy?
Are you trying to catch every trade or are you content to risk capital on situations with an advantageous set-up?
Who told me that after adopting a “market neutral” posture into yesterday’s close, he wants to watch the reaction to earnings this week?
Particularly Intel (INTC) tonight?
Given the structural (credit) and psychological (mainstream) metrics, aren’t earnings and technicals low men on the total pole?
As I said to him, wouldn’t earnings be “easier” with the tape on its heels (prior to yesterday’s rip)?
Will the fund community help (chasing performance anxiety higher) or hurt (continued redemptions into year-end)?
Is the EEM the right vehicle to play the emerging markets through the lens of an “outside-in” recovery?
Or will we be early to that thought as we were to the debt-derivative contagion vibe?
With regard to government “tools,” does anyone wanna help me pull together a laundry list?
Given the specter of higher (hyper-) inflation, will you please be careful with the consumer non-durable names such as Johnson & Johnson (JNJ)?
You know, the same names we highlighted as one of our ten themes (before they sprinted to 52-week highs).
What has this world come to that I consider my bi-weekly “knee-habilitation” a relaxing respite from an all-consuming reality?
Are you keeping “where we are” in perspective with the proper frame of reference?
What was General Electric (GE) telling us yesterday when it couldn’t ramp with the tape?
Was I too cute in waiting for a better entry point in gold, the FXY (Japanese Yen) and BHP Billiton (BHP)?
Will the Israel-Iran shoe drop before the election?
Will the recent Depression discussions serve as a modern day duct-tape low?
At least until next year when reality will bite anew?
Blackstone’s Stephen Schwarzman said "We're looking today at an absolute sea change in the global financial system in terms of liquidity" and "this could be the time that breaks the back of the credit crisis?'"
Not like he’s got skin in the game, right?
Societal acrimony? What societal acrimony?
Are we having fun yet?
R.P."
(in www.minyanville.com)
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