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13Fs only show long positions. So you will never see a write, only a buy. -Neo

n So far it looks like fading is working very well. There is a lot of selling pressure that will likely continue. Latest data I'm seeing is that the carnage continued for many hedge funds in October resulting in even more funds gating and closing down operations. I'd suggest staying on the...

Hedge Fund redemptions are an excellent case for an unsustainable rally. I work in the industry and over the last few months I have been seeing the largest number of fund closures ever. In itself this would suggest a bottom, however many of these funds are in the billions of dollars and it will...

One man's dream is another man's insanity... -Neo

I think thats too simplistic of a view. There are such things as receivables.... It takes time for customers to pay for products, and therefore large multi-national companies operate on credit, not cash. -Neo

lrm21, you made some good points, but as I understand the argument it is basically "We are damned if we do and damned if we don't". So my conclusion is that I'd rather take a chance and do something in the hope that it will work, rather then stand back and hope that it will resolve it self...

jordanf, your wife is partially right. There is a possibility that some banks will make the same mistakes again. However, there should be a respite from bad behavior for at least a few years. Banking has always been a cyclical business and today's events will repeat themselves in the future, it...

Unfortunately that one of the unknown variables in the equation. There are many who think that the fed will get ripped off by the banks, but considering how low the prices on mortgage back securities already are at this point maybe there isn't much that the banks can do cheat uncle Sam. I...

1. Look for banks who's stock price has declines less then others in percentage terms. 2. Make sure they are big and most likely too big to fail. 3. Avoid banks that have high yield CDs, high CDs = desperate need for cash. 4. Make sure the account is FDIC insured and dont put in more then...

The point of buying the assets is to make all banks GOOD banks, even with a loan we still have default risk and bad banks which people will be afraid to trade with. By buying the assets the Fed is creating a price that everyone can settle on, right now no one wants to take anybody's word on what...

Long term you are right, but no body thinks they will be part of the 20% unemployed when we hit deflation like we did in 1929. I don't think main street realizes how badly that hurts and most rich people who would gain the most from a bailout will still be better off then main street if the bail...

cokezero, I'll give you a counter argument: What if the Good bank was doing business with a bad bank, then the bad bank goes under, in a likely scenario the good bank will have huge losses and have its reserves depleted, to get its reserves up again in a short time the bank has to offer high...

Eventhough Paulson is considered Wallstreet scum by the average Joe his plan wasn't done out of greed and empathy for his fellow bankers (You should read his bio btw). Paulson is playing a psychological game with the markets. Consider it a nuclear arms race of the financial markets, Paulson is...

Indeed I agree with you, but what no one can quantify is whether its better to have a sudden shock (ala 1929) or to risk having a 1990s Japan redux. If we look back to the Savings and Loan crisis we managed to dig our selves out of that hole "eventually", but the last time we had a credit...

I assure you it is not overstated. The impact of what is happening amongst major banks is not hitting main street yet because some companies have locked financing with their banks for a certain period of time, but when those locks expire those banks will be forced to reduce that credit because...

This isn't manipulation, it is financial panic at the banks. The reason Fed Funds and Libor spiked is because banks are afraid to lend to each other, each one fearing the other will be the next one to go under. Its unbelievable how ignorant "main street" people are. They rather shoot...

You have some good points Cutten, but I don't think its a good idea to catch a knife thats tumbling down the stairs, it may bounce a few times and hit you in the eye. It is still kind of hard to call it at this point, although most stocks have been beaten down along with financials it doesn't...

A little off topic, but a word of caution for anyone buying or selling USO. The damn thing is an LP that does not make distributions of gains or losses from futures/options trades to the Limited Partners. In other words, you as a share holder get to share in the tax liabilities from the fund's...

Intel, this is my last post since talking to you is like banging my head against a brick wall. Your analogies are apples to oranges, and my personal opinion is that if any of those states want to become independent so be it, I don't care much for maintaining a country of states that don't "WANT"...

I do look in the mirror and learning from my own mistakes as well as that of my ancestors is one of the things I take into consideration. Just because someone of the same race as me has committed a harmful act does not preclude me from speaking out against it.