The Credit Crisis Financial Stocks Short Journal

Discussion in 'Journals' started by Daal, Aug 14, 2008.

  1. Daal

    Daal

    I wasn't in my desk during FOMC yesterday(thats a first in more than 2 years!). No dissents, hilarious, those new hawks were about to shoot bernanke last year now when they get to business they vote with him. Seems pretty clear to me the Fed wont hike this year, unless iexpectations go through the roof and its unclear to me why would that happen given that the improvements in both inflation and employment will be gradual. Furthermore the Fed can always talk down iexpectations through open mouth operations
     
    #3011     Jan 27, 2011
  2. Once again your post shows only that you have very little understanding of the nature of bureaucracies.

    I also find it interesting that the Fed hurling the world into yet another asset bubble to be something worth chuckling about.
     
    #3012     Jan 27, 2011
  3. There was only one hawk last year and he's gone now... The fact that Plosser didn't dissent was rather surprising, 'cause everyone expected him to become the new Hoenig.
     
    #3013     Jan 27, 2011
  4. Daal

    Daal

    Contrary to you I cant predict dissents with 100% accuracy using silly theories
     
    #3014     Jan 27, 2011
  5. ammo

    ammo

    i don't think they will pull it off,but that was probably the thinking on the last 2..it's pretty amazing watching this thing climb
     
    #3015     Jan 27, 2011
  6. Daal, I presume you saw the news on the suspension of the SFP?
     
    #3016     Jan 27, 2011
  7. Daal

    Daal

    Yes. What are some of the forecasts on the likely drop of EFF?
     
    #3017     Jan 28, 2011
  8. I think it was widely expected, just later (some time in Feb)... Also, the Treasury were at pains to describe this as a "scaling back", rather than "cancellation". Some people suggested it means that they will resume it after the debt ceiling issue is out of the way. So estimates I saw were arnd 2-3bps.
     
    #3018     Jan 28, 2011
  9. #3019     Jan 31, 2011
  10. Daal

    Daal

    I was wrong about the buyout, still this was an unavoidable mistake, the original thesis was too obvious and sound, the company works like a pyramid scheme and can't keep going forever
     
    #3020     Feb 1, 2011