13Fs only show long positions. So you will never see a write, only a buy. -Neo
n So far it looks like fading is working very well. There is a lot of selling pressure that will likely continue. Latest data I'm seeing is...
Hedge Fund redemptions are an excellent case for an unsustainable rally. I work in the industry and over the last few months I have been seeing...
One man's dream is another man's insanity... -Neo
I think thats too simplistic of a view. There are such things as receivables.... It takes time for customers to pay for products, and therefore...
lrm21, you made some good points, but as I understand the argument it is basically "We are damned if we do and damned if we don't". So my...
jordanf, your wife is partially right. There is a possibility that some banks will make the same mistakes again. However, there should be a...
Unfortunately that one of the unknown variables in the equation. There are many who think that the fed will get ripped off by the banks, but...
1. Look for banks who's stock price has declines less then others in percentage terms. 2. Make sure they are big and most likely too big to fail....
The point of buying the assets is to make all banks GOOD banks, even with a loan we still have default risk and bad banks which people will be...
Long term you are right, but no body thinks they will be part of the 20% unemployed when we hit deflation like we did in 1929. I don't think main...
cokezero, I'll give you a counter argument: What if the Good bank was doing business with a bad bank, then the bad bank goes under, in a likely...
Eventhough Paulson is considered Wallstreet scum by the average Joe his plan wasn't done out of greed and empathy for his fellow bankers (You...
Indeed I agree with you, but what no one can quantify is whether its better to have a sudden shock (ala 1929) or to risk having a 1990s Japan...
I assure you it is not overstated. The impact of what is happening amongst major banks is not hitting main street yet because some companies have...
This isn't manipulation, it is financial panic at the banks. The reason Fed Funds and Libor spiked is because banks are afraid to lend to each...
You have some good points Cutten, but I don't think its a good idea to catch a knife thats tumbling down the stairs, it may bounce a few times and...
A little off topic, but a word of caution for anyone buying or selling USO. The damn thing is an LP that does not make distributions of gains or...
Intel, this is my last post since talking to you is like banging my head against a brick wall. Your analogies are apples to oranges, and my...
I do look in the mirror and learning from my own mistakes as well as that of my ancestors is one of the things I take into consideration. Just...
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