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The institutions are scared of letting the doors open on GM...they are long and wrong! 80% institutional ownership...some of these guys have been long for a while and are praying for miracles. http://moneycentral.msn.com/investor/invsub/ownership/ownership.asp?Symbol=GM

The credit rating and the delphi obligation are going to consume their cash. My money is that GM will be in court by spring time. The effects are going to echo around the globe when it happens. ..324,000 employees worldwide at GM alone.

MARKET TALK can be found using N/DJMT 7:38 (Dow Jones) GM has been lurching from crisis to crisis lately, and yesterday's two-bagger, especially the earnings restatement, raises the question of when will somebody take the fall. "We believe the odds GM management could be held...

What a class act...I take an off-topic subject off the thread and this is where he goes with it. The greed you speak of is not mine, it is the unions. They created this problem by not negotiating their benefits earlier. I agree that there should be a minimum standard national healthcare...

I addressed bighogs offtopic comments with a private pm. Let's keep this on topic.

I didn't call top, I called the event. Long isn't wrong if you keep your stops in and hedge where necessary.

I still think we have some room to move up in the market. GM still has cash, the rates aren't squeezing home-owners yet, and we have had a lot of superficial good news about the economy recently. The problems with GM and Ford get my bear vote for 2006 though. Mid-January will be a...

I am not going to discuss socialism issues in this thread, this is about GM and that is a separate discussion. GM is bleeding market share, and they don't have a solution for this yet. Their debt rating is going to kill them and they will survive as long as they can service the deficits with...

The greed of the unions by refusing to negotiate earlier on their pension and benefits is what has created this massive SYSTEMIC competitive disadvantage for them. This has nothing to do with any greed you might perceive me to harbour. GM/Ford going into BK is about trying to maintain the...

I don't think the government should bail them out, they have no sustainable competitive advantage. They (GM/Ford) need to take down the UAW, but it is going to be a HUGE mess with all of the retirees' pension out-the-door. My guess is that somone will come in and force them to sell off GMAC...

I think the cake will be GM and/or Ford filing bk, interest rates the icing, and real estate will be the cherry in the spring. http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh34686_2005-11-09_19-49-36_n09731267_newsml

I read in the WSJ over a month ago that the large banks have reduced their exposure to exotics by 75%. Some have already sold off these CMO's, others hedged them with insurance. They will still take a bite, but I don't think the coming real estate pop is going to kill any of the big banks.

Dantes has it correct, you guys are talking about fading. Selling the vega premium and hedging the other risk variables isolates the vega premium: "selling volatility"

GOOG is going to pull a similar move when they report solid growth like NTES: NetEase.com Announces Results For Third Quarter 2005 (Beijing – November 8, 2005) – NetEase.com, Inc. (NASDAQ: NTES), one of China’s leading Internet and online game services providers, today announced...

I will give you the top...after it happens. At this point the sky is the limit...everyone is definately speculating on GOOG at current prices. I think the biggest insider tell are the positions of brin and page. Their market position is not sacred...time will tell.

Moderate inflation promotes reinvestment of $$$. If I know that $$$ sitting my account will be worth more tomorrow in the form of cash versus investing in a company that has to service higher real debt, I will leave my money in cash. Furthermore, the companies that aren't debt...

GOOG doesn't have enough $$$ to pull off that kind of purchase... MSFT could pull it off, but they would be putting their eggs in one basket that wouldn't create any NEW competitive advantage for them...doesn't compute. The best strategy for all three companies is to make sure they buy the...

http://finance.yahoo.com/q/bc?s=CKH&t=3m

http://finance.yahoo.com/q/bc?t=my&s=%5ETNX&l=on&z=m&q=l&c=%5Egspc

What creates predictability in an environment like the market is the fact that people use systems to predict market direction. In other words, we are all making assumptions and many of our assumptions are similar creating the support and resistance at various levels. Hope that clarifies the...