oregonrain

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  • Freddie/Fannie Plans In Motion; Why Are They Being Underplayed?
    I commented on the other article that we should stop the navel gazing and figure out how to make some money in what is clearly the most messed up situation you could ever imagine.

    Copperbaron above thinks we are going to see the market open on the upside here. That is my thinking as well. If you looked at what created the "rallies" we have seen this year in each case it was due to government action that was going to "solve the problem." That of course is a lot of BS...but in the short run it worked for a bit.

    I am very interested in how people think the markets will react to this when they open in Asia, Europe and the US on Monday. Anyone else want to take a shot at this?
    Sep 06 21:23 pm |Rating: 0 0 |Link to Comment |View article
  • Rescuing Frannie
    Hey...to heck with all the navel gazing...of course this is totally messed up.

    My question is how can one make money off of this? I was kind of thinking this would trigger a "pop" in the markets like the Bear deal did. You know..."Great the government is here to help all of us" kind of crap.

    Dividend says that people will sell sell sell. Again, my thought was that they would buy buy buy. If you look at the SH fund...looks like people are betting off hours that it will be an up trend.

    Any thoughts here?
    Sep 06 21:11 pm |Rating: 0 0 |Link to Comment |View article
  • Bond Expert: Monday Wrap
    You have to "love" the "thinking" of User250718 here.

    I am thinking he must work on Wall Street...(evil smile). We can take paper and make money then use that paper to make more "money" and then it will all be good.

    This is the type of thinking that got us all here in the first place. "MoneyforNothing&... and the debt payments for free...isn't that how that song goes?

    It is sure "financial innovation" at its finest.

    How about we nationalism them and break them up. While Greenspan is for sure going to get rich on that deal along with Bill Gross it seems to be to be the way to go. Get small....
    Aug 25 20:01 pm |Rating: 0 0 |Link to Comment |View article
  • The SEC Panics
    Glassbox, to the extent that you are saying that you need to actually borrow the shares to short...I agree. No issue. Seems to me that "naked shorting" is or should be stopped (illegal) for all companies not just the ones like Goldman who have friends in high places...like ah Paulson to start with.

    To the extent that you are saying that shorting should not be allowed...like I said...that is nutty. I realize that this is not the best of times for those in the "financial community" but from out here in tree land it looks like it should have occurred long ago. Good companies do ah good.. Companies that are poorly run by imperial CEO's like the guy at Bear for one (he was out playing bridge when the company was burning I seem to recall) deserve what they get and actually deserve a good deal more...and I am not talking about a larger severance deal.

    People are starting to pay attention to this as it has finally come to affect their lives. It has gone on way too long. We shall see if we have a melt down or not...we are way too close. But, judging from the comments here and in tree land the "rabble" will not be pleased until those responsible are held accountable. When the Democrats sweep in they will be more than happy to provide the political circus for the people.
    Jul 16 01:26 am |Rating: 0 0 |Link to Comment |View article
  • The SEC Panics
    Sean makes a lot of sense to me. It is one of the clearer things I have read on all this.

    The notion that short selling should be "banned" or such statements are insane. Are you people real? It must come from people on Wall Street who want securities to go only one way...up....and that sounds a lot like what people were thinking about ah...housing
    Jul 15 20:53 pm |Rating: 0 0 |Link to Comment |View article
  • Much to Like About the GSE Rescue
    I would like some beer with the nuts writing above thanks.
    Jul 14 10:14 am |Rating: 0 0 |Link to Comment |View article
  • Lost Decade for Stocks?
    I just looked at another analytical argument that we could be in a "lost decade for stocks." In essence what these people argue is that two things really drive stocks. That is real GDP and PE ratios PE ratios they argue are largely driven by inflation and inflation expectations. In a nut shell if you think that inflation is headed up...then PE ratios which are still high are going to come down. This makes the argument for a "lost decade."

    I may have messed up their argument but check it out for yourself here. I have no connection with these guys at all. Just saw them mentioned in a WSJ article. crestmontresearch.com

    Here is the mention in the WSJ

    Ed Easterling, president of Crestmont Research, argues that record increases in earnings and profit margins in recent years make prices look artificially cheap. He prefers to look at the 10-year trends in earnings, from which he removes the impact of inflation and smooths out the short-term ups and downs in profit margins. That, he contends, provides a cleaner picture of stock valuations.

    I would be interested in comments on this...and what they are saying along with our friends from bespoke
    Mar 09 22:22 pm |Rating: 0 0 |Link to Comment |View article

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