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Seriously? It's already in the thread. Look at TICs for the foreign #s. Look at my post for the bank depository 50B #. Look at common knowledge for 300B from the Fed. Then look at public data on a giant corporate cash hoard that needs a home in treasury data, public data on bond fund...

A lot of players would have to keep silent to rig the data to cover up such a fraud. This is a world where even inside traders like Galleon can't make money with their bribes. If you think the Fed is doing some backdoor funding mechanism, I suggest that would be a skillful coverup. More than...

http://blogs.cfr.org/setser/ National economic council.

As they should. Primary dealers (by definition) are a trading conduit to the real buyers of these securities. That has nothing to do with your conspiracy point.

Hey I totally agree with you. :0 Preaching to the choir. I enjoyed Brad Setser's blog because his analysis of Chinese/dollar/etc trade and investment flows were most fascinating. Quite a rigorous economist as far as all things blogosphere are concerned. You might want to read pg 6 of this...

All I can say is that I miss Brad Setser's blog (kind of related eh).

I just don't see what you are asking. Those paragraphs specify the money raise rates, none of which is incongruent with our previous analysis. What specifically about "the process" am I not getting? I just showed sources of 65% of treasury purchases for 2009, and attributed likely to where...

I thought we were on the same team here? Why get nasty? I just showed you $396B of bond fund inflows, $400B of corporate debt raises, and $1T of corporate cash to more than make up for any 450B shortfall in treasury supply for 09. My CFA work (level 2 in June coming soon) is progressing...

I don't think we're missing a ton of money at all. 1.3B = 500B (foreign) + 300B (Fed) + 50B (Deposit Banks) + Misc new $$$ from bond funds ($396B inflow total), pensions, corporate stock sales ($400B or so in 09 from my flawed memory) + outright investor treasury purchases + the included...

(Reuters) - U.S. companies hurt by the global credit crisis are continuing to hold more cash, even as the economy begins to show signs of improvement, the Wall Street Journal said, citing its analysis of company filings. In the second quarter, the 500 largest non-financial U.S. companies by...

We've just shown with some simple research that there is only 450B left out of 1300B issuance, which is 35%. Sounds like the two guests just didn't know much (sorry I wasn't watching cnbc at the time). I think it is believable private investors took up the rest. Bond fund inflows were $396B...

Investment funds (hedge funds, investment pools, etc) based in London perhaps? So that represents investor demand at least partially, right?

I am trying to add them up. In the last yr (ending 9/30), depository institutions are only holding an extra 50B in securities. Edit: SIFMA issuance #s are gross. Net issuance was 1.3T So that is 500B from International, 300B from the Fed, 50B from banks. That leaves 450B for local...

I'll wager both spyder and the original poster can not come up with good statistically significant (95%+) quantitative data across many markets proving that volume matters nor volume does not matter, as far as price direction is concerned. As far as the only thing out of this thread that...

One contrary point: If you look at individual stocks (of all beta levels), there are plenty of buys that are very far from 7% off highs. ie X (32% off), GS (21% off), ABX (25% off), CME (20% off), GOOG (16% off), AA ( 25% or so), etc etc. Plenty of small caps are 30-40%+ off highs. I...

New drachmas will start floating around before this crisis is over. Don't economists of member countries of currency unions model what happens in the event budget deficits happens, *before they join*? Without central fiscal backing, there is absolutely no reason to give up monetary...

1.1B+ in reserves with the Fed. If the Fed merely made a new regulation charging a penalty for excess reserves past a threshold, you'd see enormous money creation on the credit side of the money supply. That would be more than enough to soak up any near term funding shortfalls of the US govt.

Hmmm... Agreed that 10000 hours as a criteria would just result in an increased number of "outliers" as the population increases. But as a percentage of the population, the number of outliers may remain the same. Also, there are only a handful in the top ten (precisely 10) richest people...

Because what you are talking about isn't necessary trading skill, although thats what it may appear to be on the surface. Your examples include winners on the right side of survival bias, and not necessarily in trading. Your list include some of the best negotiators, inside traders, market...