个人资料

给我悄悄话
更换头像
  • 博客访问：
博文
over the next 18 months, it is going to be vicious.(ZT)
(2007-08-30 22:27:37)
From:Melduke'sBlogPage8-30-07
AccordingtoBloomberg,"Standard&Poor'ssaidbusinessconditionsforsecuritiesfirmsareworsethaninthesecondhalfof1998andrevenuefrominvestmentbankingandtradingcouldfall47percentinthefinalsixmonthsofthisyear."
HenryTo:"Approximately90%ofallsubprimemortgagesthatwereoriginatedfrom2004to2006willbeeventuallysubjectedtoresets-withapeakofsometimeinthespringofnextyear.Giv...[阅读全文]
阅读 () ┆ 评论 (0)
banks do not have faith in each others' collateral(Gartman)
(2007-08-30 20:25:31)
theAssetBackedCommercialPaperisalmostto
thepointofbeingbasicallydefunctandthisisvery
timelyastomorrowwillbethe30thofthemonth
andtwicethepaperthatthemarkethasbeenable
torollisdue.Thereisahighchanceitmaynotget
rolled.Thisisessentiallytellingusthatbanksdo
nothavefaithineachothers'collateral.Thisisno
smallmarketandtomenosmallissueforifbanks
don'ttrusteachotherscollatera...[阅读全文]
阅读 () ┆ 评论 (1)
Bernanke will just need political cover (WalterBearkite)
(2007-08-30 19:42:34)

Heardtodaythatthe5largestbrokers..WalterBearkite
NEW8/30/20076:02:32PM and3largestbanksintheUScombinedhaveover$4trillioninderivativesmarkedtoMODELwithessentiallynomarkettotradein.Thisis10timestotalequity.Thislackofliquiditywhichiscontributingtothehousingcrisisiscreatingawallofdeflationwhichwillhavetobemetwithratecutsandamountainofne...[阅读全文]
阅读 () ┆ 评论 (0)
the commercial paper market is shrinking rapidly(ZT)
(2007-08-30 19:40:49)

Thursday,August30,2007CommercialPaperMarketStillinDistressBloombergtellsusthatthecommercialpapermarketisshrinkingrapidly.
Thisisamoreseriousissuethanmightappear.Commercialpaperisanimportant,ifnotthemostimportant,sourceofshort-termfundingforsizablecorporations,mainlybecauseit'scheapandflexible.Theycanreadingadjusttheamountoutstandingtoreflectchangesintheirneedforcash.
WhenCPmatures,andaniss...[阅读全文]
阅读 () ┆ 评论 (0)
Advance copy of Ben Bernanke Speech to Fed Members at Jackson Ho
(2007-08-30 17:02:37)

BenBernankeSpeechtoFedMembersatJacksonHole:
Thankyouforyourtimethismorningtoconsidermyremarks.Sincetimeisshort,andyouallwanttogetblinddrunkandfillyourfatjowlswithpate',I'llkeepthisspeechbrief.
WeattheFedbelievetherisksofinflationarewellcontained...ohscrewit.Lookfolks,we'rescroomed.SCROOMED,Itellya!!!.Andthere'snothingmyfellowold,whitePolitburomembersorIcandoaboutit.
Now,luckilyfor...[阅读全文]
阅读 () ┆ 评论 (0)
unemployment rate for hot young women(ZT)
(2007-08-30 12:24:40)

Washington,D.C.–EconomicanalystswereabuzzMondayfollowingthereleaseofFebruary'sLaborDepartmentfigures,whichshowedtheunemploymentrateforhotyoungwomenintheU.S.holdingsteadyatzeropercentforthe302ndmonthinarow.
"Whatthesefiguressayisthatifyou'relookingforworkinAmericarightnow,you'llhavenoproblemfindingit-aslongasyou'reatotallysmokin'hotyoungchick,thatis,"seniorU.S.economistCaryLeaheysaidinatelevis...[阅读全文]
阅读 () ┆ 评论 (0)
East For Income, West For Wealth (ZT)
(2007-08-30 12:08:05)
Thursday,August30,2007
EastForIncome,WestForWealth(andDow100.000)
...."Thediehasbeencast:TheEconomyofTheEastisbasedonlaborincomeandTheEconomyofTheWestisassetwealth.Andjustasitwasunthinkableinyearspastforincomestogodowninanygivenyear,itisnowabsoluteanathemaforassetpricestodrop.Itisnotonlyareasonofnationalimportance,butofglobalbalance:weintheWestbuylotsoftheircheapgoods,theybuyourexpensiveas...[阅读全文]
阅读 () ┆ 评论 (0)
The debt blowout is a phenomenon of resistance to decline(by 5to
(2007-08-29 23:12:11)
Using1971asadividinglinemaynotbecompletelyarbitrarybutsureseemstopresupposealmostpurelymonetaryroots,especiallywhenthedebt/capitalratiodoesn'tbeginitsrunupuntiltheearly1980sdoubleslump,arealturningpointforindustrialcapitalismintheU.S.
Theprocessoffallingrateofprofitanddeindustrializationhadbegunearlier,evenduringthe1960s,butthelatterdidnotbecomesopronounceduntilinterestrateswereusedtokilldoubl...[阅读全文]
阅读 () ┆ 评论 (0)
slump in Bay Area housing(ZT)
(2007-08-28 22:46:58)

HowslumpinBayAreahousingmarketaffectsbuyersandsellersCarolynSaid,KellyZito,ChronicleStaffWritersMonday,August27,2007Sellingorbuyingahomeismorethanafinancialtransaction.It'samajorlifeevent,andoftenthegatewaytoasignificanttransition:startingafamily,retiring,transferringjobs,movingclosertorelatives.Withtherealestatemarketsofteningandmortgagesbecominghardertoget,manyhomebuyersandsellersarestymied,unab...[阅读全文]
阅读 () ┆ 评论 (0)
RE fits in with the rampant consumerism that has developed withi
(2007-08-27 21:50:18)
(ZT)
Ithinkthekeyturningpointwilloccurwhenexpectationsoftheaverageamericanfinallystartdeclining.Ihavealwaysbeenconservativemyselfandhaveneverbeenmuchinfluencedbythemarketing/advertisingmachinethathascometodominatetheamericanpysche.IkeepthinkingthatatsomepointtherestofAmericaisgoingtobeslappedinthefaceandwakeupfromthisfinancialstuportheyarewallowingin.Ialmostlosthopeinthiseverhappeningbut3-4wee...[阅读全文]
阅读 () ┆ 评论 (0)
[<<]
[上一页]
[51]
[52]
[53]
[54]
[55]
[下一页]
[>>]
[首页]
[尾页]