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  1. M

    Wamu 12 mo CD = 5%. Take it? It's FDIC insured.

    Their 8 1/2 2010 paper is 41% YTM. Tod bad that is not FDIC insured, though maybe it is Hank Paulson insured?
  2. M

    U.S. Plans to Seize Fannie and Freddie

    http://www.bloomberg.com/avp/avp.htm?N=av&T=Gross%20Says%20Treasury%20Should%20Bail%20Out%20Fannie%2C%20Freddie&clipSRC=mms://media2.bloomberg.com/cache/vfRR9xlgAMNU.asf I notice that he never acknowledges that the money that he so cavalierly say ths treasury should disgorge (to bail him out)...
  3. M

    The case for deflation

    It's beginning to look a lot like defaltion, everywhere you go...
  4. M

    Tokyo Mitsubishi 'interested in buying' Lehman Brothers

    I guess when you are as fugly as Lehman you have to "kiss" a good number of toads before you find your sucker.. er I mean prince. http://bankimplode.com/blog/2008/06/14/lying-lehman-and-the-lies-they-tell/
  5. M

    The case for deflation

    Alot will depend on how the massive GSE and corporate debt that is up for refinancing from now until the end of Dec is received. If poorly a global deflation scenario is quite possible. Currently cash is really the only safe place to hide.
  6. M

    Super Strong Volume Today 08-28-08

    Good volume in financials likely due to short covering, the rest of the market was anemic at best in terms of volume. The credit markets are not buying this rally and the drop in commodities suggest that not everyone sees a resumption of demand anytime soon. I exited longs a few weeks ago at...
  7. M

    QUESTION for trading moderator--please answer!

    The drop in Ng was a gift if you weren't already in and we will see 8.9 before we see 7.5
  8. M

    urgent trading message re:hurricanes

    Looks like the predicted track for Gustav has changed and has it now stalling near Jamaica/Cayman so gas/oil is giving back all its hurricane premium of the week.
  9. M

    The New Soviet Union - Surprise, Surprise...

    How many realize that soon there will be a window of 5-15 years where the only way the US can get up to the International space station will be via a Russian craft once the shuttles are decommissioned and we are waiting for their replacement to be built. I guess it seemed like a good idea when...
  10. M

    INGN look at it..

    Its not even on the Reg SHO list and option open interest is tiny so not sure how many naked shorts there can be out there, especially in the current regulatory environment. It seems like a hell of a gamble with very poor risk reward banking everything on an improbable (give the data so...
  11. M

    Will I.O.U.S.A. affect the markets?

    You do realize that it is the same chart I posted just a different scale? 50% to 120% to 30% to 70% to 55% and back to 70% a bit of a stretch to call it constant. Regardless, if we hit a deflationary patch carrying the debt we do now it will hurt us rather badly and as it looks like such a...
  12. M

    Deflation vs. Inflation vs. Stagflation?

    What is next for the US? My own guess is that it will either be Stagflation or Deflation. Stagflation if the rest of the world really has decoupled and can sustain demand despite the weaker demand from the US consumer, Deflation if the global economy is still mainly reliant on the US consumer.
  13. M

    Will I.O.U.S.A. affect the markets?

    http://zfacts.com/metaPage/lib/zFacts-p318-Gross-National-Debt-GDP.xls Clearly Debt as a % of GDP has not been constant. What do you think that chart will look like when we hit a severely recessionary period where GDP is shrinking and we desperately have to accelerate borrowing to avert a...
  14. M

    Indians ALWAYS Win

    I wonder how many understand that outsourcing to India has now reached the highest levels of the tech industry, it is no longer restricted to call centers. A friend at one of the US's top microprocessor design firms said that his group of 5 engineers (these are the guys that are critically...
  15. M

    Something fishy with Goldman Sachs?

    MER Calls/GS Puts hybrid straddle.
  16. M

    Can I do this?

    Contact your software vendor, most charting packages have 3rd party developers who will code anything you want. Your simple indicator would probably only cost you a few hundred.
  17. M

    The New Soviet Union - Surprise, Surprise...

    This is nuts, in a nuclear world whoever strikes 1st wins. If we indeed have nukes in place in Moscow it can safely be assumed that Russians have a similar strategy and back up in DC. Surprise attack wiping out the enemy's leadership from congress to white house to pentagon and we would be in a...
  18. M

    Trader P/L 2008

    +270 for the month despite a 45 hit on AAPL. Best month so far this year. Have a great weekend all.
  19. M

    INGN look at it..

    www.eleconomista.es/empresas-finanzas/noticias/564118/05/08/ADVEXIN-ImprovesSurvival-in-Recurrent-Refractory-Head-and-Neck-Cancer-Patients.html+methotrexate+vs.+Advexin&hl=en&ct=clnk&cd=1&gl=us Why the sell off right after they presented the study results in Boston in May? Also how much of a...
  20. M

    INGN look at it..

    http://seekingalpha.com/article/89706-fda-calendar-cardiome-momenta-discovery-labs-introgen?source=etrade For all I know you may be right but this guy is no journo wannabe and he doesn't have good things to say about INGN
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