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  1. gastropod call - BIG BANK GOING DOWN SOON!

    Or maybe bill gates just had an overdraft. $500m in this financial world doesnt look much
    Post by: Daal, Aug 13, 2009 in forum: Wall St. News

  2. gastropod call - BIG BANK GOING DOWN SOON!

    Are you referring to the ~$500m in secondary borrowings? Doesnt seem much
    Post by: Daal, Aug 13, 2009 in forum: Wall St. News

  3. Berkshire Profit on Goldman Sachs Passes $2 Billion

    Bloomberg must be on the green shoot pipe, there is just no way Berkshire is not marking their stocks to market, they must have been referring to...
    Post by: Daal, Aug 13, 2009 in forum: Wall St. News

  4. Berkshire Profit on Goldman Sachs Passes $2 Billion

    http://www.bloomberg.com/apps/news?pid=20601087&sid=atzD_PE8k9Lc "Berkshire told the Securities and Exchange Commission that it wrote down...
    Post by: Daal, Aug 13, 2009 in forum: Wall St. News

  5. Why is no one talking about the S&P500 P/E ratio?

    lol. So if the fed had not lowered rates then the GLOBAL real estate and credit bubble would have a perfect soft landing, GDP would've been flat...
    Post by: Daal, Aug 13, 2009 in forum: Trading

  6. The Credit Crisis Financial Stocks Short Journal

    Libor-OIS Spread Drops to Greenspan’s ‘Normal’ Level http://www.bloomberg.com/apps/news?pid=20601087&sid=aWmnD6HnAqnc I'm not sure this...
    Post by: Daal, Aug 13, 2009 in forum: Journals

  7. Why is no one talking about the S&P500 P/E ratio?

    Operating earnings is not balooney at all. Yes its earnings before bad stuff, but guess what, bad stuff usually declines once a recession is over,...
    Post by: Daal, Aug 13, 2009 in forum: Trading

  8. The Credit Crisis Financial Stocks Short Journal

    More 37 paranoia from an ex-policymaker http://www.ft.com/cms/s/0/8a7013d8-86b7-11de-9e8e-00144feabdc0.html Faded Tiger again for the PGA,...
    Post by: Daal, Aug 13, 2009 in forum: Journals

  9. The Credit Crisis Financial Stocks Short Journal

    I increased the fed futures bet after the statement which was not as hawkish as expected(it was a bit hawkish but it seems that the market...
    Post by: Daal, Aug 12, 2009 in forum: Journals

  10. Bullish On The Dollar

    Correlations are too high, if you want to play that theme whats wrong with shorting the stock market
    Post by: Daal, Aug 12, 2009 in forum: Economics

  11. The Credit Crisis Financial Stocks Short Journal

    Actually it wasnt the acknowledgement that was the contrarian piece, it was the removal of the 'The Committee expects inflation to moderate in...
    Post by: Daal, Aug 12, 2009 in forum: Journals

  12. The Credit Crisis Financial Stocks Short Journal

    FOMC calling bottom? "the Federal Open Market Committee met in June suggests that economic activity is leveling out." This reminds me a bit of...
    Post by: Daal, Aug 12, 2009 in forum: Journals

  13. The Credit Crisis Financial Stocks Short Journal

    Same thing happened with commodities in 2008H1. The 'contrarians' by Jan were thinking "I cant go long this thing, everybody and their mothers is...
    Post by: Daal, Aug 12, 2009 in forum: Journals

  14. The Credit Crisis Financial Stocks Short Journal

    I believe I came up with a better method of using contrarian data in forming trading decisions, I might post about it in the future. Usually...
    Post by: Daal, Aug 12, 2009 in forum: Journals

  15. The Credit Crisis Financial Stocks Short Journal

    Add one more reason why the fed stays low for longer. Unit labor costs are plunging...
    Post by: Daal, Aug 11, 2009 in forum: Journals

  16. Could Maddof gotten a smaller sentence by pretending to be a modern Robin Hood?

    Lets say he used some of the ponzi money to help charities, the poor and needy. Is there some kind of evidence that robin hoodism helps with less...
    Thread by: Daal, Aug 10, 2009, 2 replies, in forum: Chit Chat

  17. The Credit Crisis Financial Stocks Short Journal

    Even more when you add that there is a reason those studies show why there is this free lunch in easing cycles. I dont believe in efficient market...
    Post by: Daal, Aug 10, 2009 in forum: Journals

  18. The Credit Crisis Financial Stocks Short Journal

    From the WSJ "Since the 1970s, the Fed has waited 14 months, on average, after unemployment topped out to tighten the screws on the economy."...
    Post by: Daal, Aug 10, 2009 in forum: Journals

  19. The Credit Crisis Financial Stocks Short Journal

    Fed doesnt hike 0.9(90%) * 30bps = gain of 27bps Fed hikes in your scenario 0.1(10%) * 70(your 100 - the 30 priced in already) = -7bps Even...
    Post by: Daal, Aug 10, 2009 in forum: Journals

  20. The Credit Crisis Financial Stocks Short Journal

    I would be in your camp if the contract had something like 5bps in spread(providing large odds to a hiking event). at 30 it just looks to me the...
    Post by: Daal, Aug 7, 2009 in forum: Journals
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