Fri 2008-11-07 00:00 EST
In the Fog of Volatility, the Notional Becomes Payable; ``price is not presently a valid surrogate for value''; 2008-10-27
fog; Institutional Risk Analyst; Notional Becomes Payable; volatility.
Mon 2008-11-03 00:00 EST
capital gains tax treatments; ``bull markets and bear markets don't exist in observable reality only in hindsight''
2008; Hussman Funds; November 3; Value Dinosaurs; weekly market comments.
Wed 2008-09-03 00:00 EDT
by Mike Whitney; "what they're trying to do is to roll back the Enlightenment, roll back the moral philosophy and social values of classical political economy and its culmination in Progressive Era legislation, as well as the New Deal institutions...So what you find to be a violation of traditional values is a re-assertion of pre-industrial, feudal values. The economy is being set back on the road to debt peonage."
Tue 2008-08-26 00:00 EDT
The End of the Beginning - Developments in the Credit Crisis, by Satyajit Das (Prudent Bear); 2008-05-27; ``limited recognition of the massive de-leveraging of the global financial system that is under way.'' ``The banking systems ability to supply credit is significantly impaired and will remain so for the foreseeable future.'' ``Changes in financial markets will have a significant impact on many companies that now rely on financial engineering rather than real engineering'' Das proposes: ``holdings and values of risky assets held by banks and investment banks must be accurately determined...Risky assets must be valued on a hold-to-maturity basis...Mark-to-market accounting should be suspended...Capital levels should be set on a bank-by-bank basis by regulators...Capital requirements should be eased...government [should] guarantee of all major bank liabilities''
Tue 2008-08-19 00:00 EDT
NEWS & VIEWS-A Tale of Two Markets, Part 3, by Bennet Sedacca; "spreads in the credit markets are at historically wide levels and show no signs of tightening"; AIG "just one of scores of companies that cannot finance themselves"; "stocks remain...as over-valued as I have seen in many years"
Tue 2008-08-19 00:00 EDT
"US$ is very under-valued relative to the euro on a purchasing-power-parity basis"; "recent intermediate-term trend reversals in the commodity markets removed the pressure that had previously been preventing the US dollar from moving back towards fair valuation."
Dollar; gold; Mish's Global Economic Trend Analysis; Steve Saville.
Wed 2008-04-16 00:00 EDT
Large OTC Markets + Excessive Leverage + Fair Value Accounting = Systemic Risk, by The Institutional Risk Analyst; FAS 157; JPMorgan "an uncapitalized, $76 trillion OTC derivatives exchange with a $1.3 trillion asset bank appendage"
Mon 2008-03-24 00:00 EDT
Sun 2007-12-23 00:00 EST
by Elaine Meinel Supkis; secret deal: China would stop the flood of Japanese money flowing into China except for GOVERNMENT LOANS to clean the environment, China would stop forcing the yen upwards, Paulson will stop pushing China to push up the value of the yuan and Japan is going to weaken the yen to 130 to the dollar
Criminal Class; Life; money matters; parole; Risk; save; talks; Time; Top dog; USA; Woman.
Fri 2007-12-14 00:00 EST
"he best we have is palliatives. We can either take the losses, as the US has repeatedly told third world countries in similar fixes to ours, or we can go the Japan route of socializing the cost of propping up bad businesses and deals, or we can expand the money supply considerably and let inflation eat away at the value of the debt overhang." bearish UBS economist George Magnus calls for rate cuts
Thu 2007-08-16 00:00 EDT
The Economic Upside To Lead Paint and Tainted Food? Value! by Hunter; Erin Burnett, Walmart, China; always low prices
Daily Kos; Economic Upside; lead paint; tainted food; valued.
