Mtg get your damn spy crap out of my place. I was supposed to golf this morning but the weather didn't cooperate and since I couldn't stand watching the grass grow on the NYSE floor I opted to watch Rambo 4.
The wife of a Fortune 500 CEO I know forfeit her visa last spring to look for fabric in Burma (Myanmar) last spring... The things people will do for kicks when spending money becomes boring!
Downright hubris to show your white skin in that country.
You forgot UBS/WM/RBS/BCS...those are all pushing 52 week lows. Translating Kohn's trial balloon of the Fed accepting foreign assets and the price action on foreign ibanks, it looks like financial fission is approaching critical mass in foreign lands.
The Fed will have to be very creative to get this one by the US tax payer!
im wondering though if short term this might attract buyers or scare them away
I think it was generally accepted that kenny was a moron and I think many might view this as a positive
IMO there is not to much that anyone can do at this point because those loans are not very good...so im thinking I might take of half my puts today and see what happens...if this thing gets some bids in next week I will fade
you have any thoughts about how institutions will respond to this
DSL crapped itself today and the june/july options relative to OI were pretty damn active
ReplyDeletehave a good weekend mister spy
Mtg get your damn spy crap out of my place. I was supposed to golf this morning but the weather didn't cooperate and since I couldn't stand watching the grass grow on the NYSE floor I opted to watch Rambo 4.
ReplyDeleteThe wife of a Fortune 500 CEO I know forfeit her visa last spring to look for fabric in Burma (Myanmar) last spring... The things people will do for kicks when spending money becomes boring!
Downright hubris to show your white skin in that country.
You forgot UBS/WM/RBS/BCS...those are all pushing 52 week lows. Translating Kohn's trial balloon of the Fed accepting foreign assets and the price action on foreign ibanks, it looks like financial fission is approaching critical mass in foreign lands.
The Fed will have to be very creative to get this one by the US tax payer!
sure you already know
ReplyDeleteJana 9.9% stake in FED
not very big in dollar terms but interesting nonethless
could explain the DSL FED spread bustin open
Waterfall decline next week....
ReplyDeleteAsianbull expects spectacular rally in Chinese stocks for the next few weeks. Hmmm.....what magic potion is this guy drinking lately?
ReplyDeleteAsianbull's calls on HAO and CAF has been very ill timed.
ReplyDeleteDamn you mister spy...Im coming for you like you did for me
ReplyDeleteTell Lanty I said hi.
ReplyDeleteim wondering though if short term this might attract buyers or scare them away
ReplyDeleteI think it was generally accepted that kenny was a moron and I think many might view this as a positive
IMO there is not to much that anyone can do at this point because those loans are not very good...so im thinking I might take of half my puts today and see what happens...if this thing gets some bids in next week I will fade
you have any thoughts about how institutions will respond to this
I am expecting some big decline this week...in everything.
ReplyDeleteI agree.
ReplyDelete