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Get ready for the Big Payback(ZT)
(2007-08-14 22:48:17)


5. TheBigPaybackGetreadyfortheBigPayback. Lastweek'screditcrunch (Wow,lastweek! Hasitbeensolongalready?) hassetoffaworldwiderushfordollarsasbanksandfundmanagersscrambletopaybackloansusedtobuyriskymortgagesecurities,Bloombergsays.Afterafive-yeardeclinethatsawtheU.S.currencyreachitslowestlevelinadecade,ithasrallied1.4%againsttheeuroand1.2%againstthepoundinthelastthreetr...[阅读全文]
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It's a HEDGE FUND RUN!!!(by jojnlf)
(2007-08-14 21:43:26)

It'saHEDGEFUNDRUN!!!
Justlikebankpanicsinthedaysofyore,wearewitnessingarunonhedgefunds.Andhere'sthekicker,theycouldhavepaperedthisover,butnowIbelieveit'sgoneontoolongandisnowtoolate.WhattheyshouldneverhavedoneisBARREDTHEDOOR!Bigmistake.Everytimeanotherhedgiefreezesassetsandbarsredemptionstheproblembecomesthatmuchworseforeveryotherhedgefund.Theirinvestorswonderwhentheywillbelockedinsidethe...[阅读全文]
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some of mannfm11's old articles
(2007-08-14 21:00:09)


PostedonSaturday,August25,2001-2:56am:
--------------------------------------------------------------------------------
AUTHOR:mannfm11
DATE:8/24/015:52:16PM
STATS:182reads0replies
Funnyhowpeoplefindsomeonetoblamefortheirbadinvestments.Greenspandidaprettygoodbalancingactforthelate1990's.Ifanything,likeDougNolandwrites,hefailedtoblowthisthingupabout3yearsearlierthanhedid.Bu...[阅读全文]
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Hedge Fund Losses Prompt Exits as Deadline Looms (ZT)
(2007-08-14 12:25:46)
August14,2007
HedgeFundLossesPromptExitsasDeadlineLooms
ByREUTERS
Filedat8:23a.m.ET
BOSTON(Reuters)-Forhedgefunds,August15maybeD-Day,wheninvestorsrattledbyheavylossesdemandtheirmoneybackfrombigandsmallportfoliosalike.
"Weareseeinga'shootfirstandaskquestionslater'mentalityamongmanyinvestors,"saidPhilippeBonnefoy,chairmanofhedgefundadvisorygroupCedarsPartners,describinghoweveryon...[阅读全文]
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'allowing us to meet client withdrawal needs '
(2007-08-14 10:46:43)
Justgoestoshowyouthatyoucansayanythinginyourmarketingmaterials....deliveringisaanothermatter:


Willyourfundsbeaccessiblewhenyouneedthem?
Absolutely.Sentinelisprudentinitsplacementoffunds,inordertoprovideaminimumofriskwhilemaintainingmaximumliquidity.Allclientfundsareplacedinreadilymarketablegovernmentandcorporatesecurities,alargeportionofwhichareinovernightinvestments,allowingusto...[阅读全文]
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The liquidity crisis and the stagnating US trade deficit(ZT)
(2007-08-13 23:07:42)
TheliquiditycrisisandthestagnatingUStradedeficit
(excerpts)
Globalliquidityispumpedupbytheglobaltradeimbalance,notbythetotalamountofglobaltrades.ThemajorityoftheglobaltradeimbalanceisduetotherunawayUStradedeficits.
AstheUSrunstradedeficits,USdollarsarehandedovertoforeigners.SinceUSdollarsarenotlegaltendersinforeigncountries,thosedollarsrelatedtothetradedeficit(wewillcallthemtrade-def...[阅读全文]
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Fed's Cash Infusion Was Less Than Met the Eye( By John M. Berry)
(2007-08-13 22:48:44)
Fed'sCashInfusionWasLessThanMettheEye:ByJohnM.Berry
ByJohnM.Berry
Aug.14(Bloomberg)--TheamountofcashtheFederalReserveinjectedintotheU.S.bankingsystemonAug.9and10,anditsimportance,havebeenwidelymisunderstood.
Eachdaybanksareopen,thepeopleworkingattheNewYorkFederalReserveBank'sninthfloorOpenMarketDeskdothesamething:supplyenoughmoneytotheU.S.bankingsystemtokeeptheovernightlendingra...[阅读全文]
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Seize-up(ZT)
(2007-08-13 22:44:38)
Don'sColumn(Mon,Wed,FriSeize-upBriefly,whathashappenedisduetogreedandcarelessness.Itstartsatthebottom,withrealestatesalespersonswantingtosell,andinept,poor,exaggerating,lying,badcreditrated,maybeunemployedormakingpoorwages,wouldbebuyers,wantingahome.Thesalesperson,wantingtomakeasale,probablybribesanappraiserintomakinganappraisalwhichisfarmorethanthehouseisworth.Takingthatfakeappraisaltoamortgage...[阅读全文]
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Turbulent Times in Quant Land(ZT)
(2007-08-13 22:42:20)

LehmanBrothersStategistBecomesTheSageofTheSubprimeContagionTheory
"Whiletradersandmarketwatchersgotabreatherfromlastweek'svolatilityovertheweekendandtooktimetofigureoutwhathadhappened,atheoryofwhathadcausedthedisastrousresultsatmanyquantitativehedgefundssolidifiedintoconventionalwisdom.ThesageofthetheorywasMatthewRothman,theglobalheadofquantitativeequitystrategiesforLehmanBrothers.
Hi...[阅读全文]
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Margin Call(ZT)
(2007-08-13 22:36:50)
MarginCall August13,2007
   TheseaswereamitechoppyoffHedgeFundIslandlastweekafterallwhentheFederalReservestartedtossinglifepreserversofreadycashtotheBigFundBoyzbobbingandthrashingintheswells.Now,aboutthat"money"--whichis,inessence,abunchofextendedlinesofcreditattheFed'sartificially-lowofficialinterestrate--whatactuallyhappenstoit?Thesimpleansweris:itdisappearsintothesa...[阅读全文]
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