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1/16/2008 8:54:00 PM
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1/21/2008 12:27:00 PM
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1/30/2008 9:05:00 AM
http://Libor, I'm not really sure you understand the whole picture. The fact central banks have being injecting large amounts into the markets isn't something to be so scared about. All they are doing is trying to stimulate the markets and slow down the situation we are in, they realise as much as we do that this ultimately will only slow down what is going on and not stop it and this is fine.
Lee YOU don't understand. Injecting cash into the markets means printing money out of thin air which will result in high inflation which directly affects the middle class and private investor, or it means borrowing from China or the Middle East - weakening the dollar further. Lowering the interest rates will create another credit bubble which will exacerbates the problem further. Dude, I am glad you are not controlling my wealth.
Stimulating the markets is the language you like to hear, keeping Wall Street propped up means you keep your job. Let the markets adjust to where they should be without artificial stimulus and we'll see where you and your Company stand.
Let's see the panic when investors look at their 401K statements and see their retirement funds slip away.
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1/30/2008 3:22:00 PM
Dude, I choose my clients and don't take on chumps so you would never be a client of mine. Besides that you wouldn't have enough money to hire me.
Again, you have no real understanding of the situation and are making comments which really confirms this. To say I don't understand is hilarious.
Unlike you we don't have two minutes worth of knowledge of the markets, we have over 100 years worth of knowledge of the markets. I don't really need to keep posting on this thread given you complete lack of understanding of markets and liquidity.
Anyway, I'm still waiting for the 'house of card's' to collapse as you have predicted based on non evidence and hysteria.
The most significant flaw to your outlook is down to the fact you believe this is a new incident and the market hasn't been through anything like this before. As anyone with the slightest amount of knowledge knows, the cause can be of a new type but the effect is the same as always. Market corrections do occur frequently and they also start and stop without warning.
I'm curious did you make money in the markets last year/this year? Because all of my clients did.
The real investors are not worried, the amateurs (you) do.
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2/1/2008 3:29:00 PM
Haha Lee you are too much. Dont you understand the role that inflation plays in stock gains? Sure you made a profit but did you account for 8 percent plus inflation? Probably not.
And the house of cards has been propped up by the fed printing money as fast as they can.
And 100 years dont mean anything. You should know that past performance is not indicative of future performance.
Your lack of understanding of simple concepts is scary.
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2/1/2008 3:37:00 PM
haha not take into account inflation? Where did you get that from? Taking into account inflation is probably the most basic concept out there.
Your assumptions not only make you look foolish but also ignorant of the basics of the investment world.
100 years of experience means a lot because we have been through much worse markets than we are currently in. And why you would feel the need to post the standard investment quote which is entirely unrelated to my companies experience of the market place is absurd.
My understanding is so far beyond yours this whole conversation is a joke.
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2/1/2008 3:39:00 PM
Anyway I'm not going to keep going over the same ground with someone who clearly doesn't have a grasp on the markets/economy.
But what I will do is revive this thread in the future to show you the errors of your simple ways.
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2/1/2008 4:00:00 PM
If we have been through all this before maybe you can cite a time when junk was repackaged and sold as AAA. While you are showing me that, you can show me how at the same time banks were unwilling to loan eachother money for fear of losing it.
Maybe you could help out those confused people who just dont know the value of ABC's that they hold and are unable to move?
Long term investors are not going to be worried as they bought in below whatever new bottome we hit.
1929 to 1931 the stock market dropped 90 percent. Good luck making money when the supply shrinks by a third.
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2/1/2008 4:09:00 PM
Regarding inflation, how much did the DOW go up last year accounting for inflation? (Not the 1.2 percent that they claim either, more like 10 percent at least)
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2/4/2008 1:21:00 PM
why is oil at $90? why is gold at $900? because the US$ is in the tank. when you compare the price of oil to gold oil hasn't gone up - there's your inflation! M3 money supply is through the roof - M3 money supply is not real money so it will come crashing down to massive inflation - Just like it did in Japan
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2/4/2008 1:27:00 PM
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2/4/2008 1:34:00 PM
I want to debate this - not call each other stupid - you are the expert but I see no expertise in your posts other than your bragging about you being great and I'm stupid.
Gives us a quick course on why inflation is good for the middle income, tell me why low interest rates don't create spending bubbles and more debt, why a $70 trillion entitlement system is manageable and why a $3.5 trillion budget is a good thing for tax payers
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2/6/2008 8:50:00 PM
It's interesting to read the first page of this thread and the title itself , it shows how wrong people can be
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2/6/2008 8:56:00 PM
Angry? Why should I be angry? Another trillion dollars being wasted, more unwanted war? Illegal occupation? up-coming draft? nuclear bombs?
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2/7/2008 10:20:00 PM
I love to see equity traders calling others out for "not having a grasp".
Equity traders ride the short bus to the markets. On a trader IQ scale they are borderline retarded.
Talk to anyone in the commercial paper markets and they will tell you that the situation is more dire than anything they have seen before. The CP markets are totally frozen. The Fed is in a mad panic trying to defend the Fed Funds Target Rate.
More ARMs reset in March, April, and May of 2008 than in all months of 2007 combined.
Credit card delinquencies in the U.S. are skyrocketing upwards. Guess what? JoeSixPack has tapped out all his equity in his home, he is not longer able to get a HELOC, wages are stagnant, spending is down, non farm payrolls are contacting, and GDP growth is at .6 percent.
The markets have been funded by an orgy of easy credit which is dried up and gone. Now its time to pay the price. Either embrace this fact and go cash, go short, or get the FAWK out of the markets...... or be steamrolled.
Lee you won't be doing any bumping of this thread in a year. Chances are you'll be looking for a job.
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3/6/2008 3:31:00 PM
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3/6/2008 5:26:00 PM
From your second link:
On Thursday Carlyle Capital Corporation (CARC.AS), an affiliate of private equity firm Carlyle Group (CYL.UL), said it had received margin calls totaling more than $37 million from seven financing parties and was unable to meet the demands for extra collateral to cover its market positions for four of them.
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3/6/2008 5:27:00 PM
Its bad news when the Bin Ladens and Bushes cant make margin calls.
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3/6/2008 9:48:00 PM
Nice one tripod, I didn't think anyone else would have noticed the magnitude of that one
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3/6/2008 11:07:00 PM
Its bad news when the Bin Ladens and Bushes cant make margin calls.
unfortunately you don't get it. the bin laden's and bushes already made their cash. it's the shareholders of CYL.UL that are getting proper fu**cked. And who is that? the public.
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3/11/2008 1:59:00 PM
No No Engineerf, the major shareholders of the PRIVATE equity firm are loosing big time - regardless of who they are. Class B shareholders are bleeding but not as bad.
This just in:
"The crisis in Carlyle Capital Corporation, the Dutch affiliate of the American buyout giant Carlyle, increased yesterday after the fund said it was in emergency talks to prevent the unwinding of $16 billion (£8 billion) of assets.
The Amsterdam-listed fund, which invested in $22 billion of mortgage-backed securities, said that several of its lenders had already liquidated $5 billion of assets in an attempt to recoup their loans, although it did not name them."
I wonder who "them" are?
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