Search results

  1. D

    The Credit Crisis Financial Stocks Short Journal

    This could easily be due expectations of more stress in the money markets
  2. D

    The Credit Crisis Financial Stocks Short Journal

    There is not much inflation in the US ex-food and energy, I posted a while back many links to alternative inflation measures that are FAR superior in predicting future inflation than the noisy headline CPI, they are all either at lows or close to lows
  3. D

    The Credit Crisis Financial Stocks Short Journal

    If he becomes president than the EU is fucked, Japan outcome maybe worse. As of yet he is just a hoenig complaining, I dont believe he can get a hike out of the other members without a very good reason Its really funny how they point to the headline inflation being above 2% but they never...
  4. D

    The Credit Crisis Financial Stocks Short Journal

    ECB is not hiking before summer
  5. D

    The Credit Crisis Financial Stocks Short Journal

    I was wrong about the buyout, still this was an unavoidable mistake, the original thesis was too obvious and sound, the company works like a pyramid scheme and can't keep going forever
  6. D

    The Credit Crisis Financial Stocks Short Journal

    Yes. What are some of the forecasts on the likely drop of EFF?
  7. D

    The Credit Crisis Financial Stocks Short Journal

    Contrary to you I cant predict dissents with 100% accuracy using silly theories
  8. D

    The Credit Crisis Financial Stocks Short Journal

    I wasn't in my desk during FOMC yesterday(thats a first in more than 2 years!). No dissents, hilarious, those new hawks were about to shoot bernanke last year now when they get to business they vote with him. Seems pretty clear to me the Fed wont hike this year, unless iexpectations go through...
  9. D

    The Credit Crisis Financial Stocks Short Journal

    The return of Geithner QE http://www.zerohedge.com/article/here-come-whispers-inevitable-unwind-feds-sfp-program Zero hedge is happy to say they announced that 24hours ago, I'm happy to announce that I predicted that a bit after the election when the debt ceiling rumors started(along with my...
  10. D

    The Credit Crisis Financial Stocks Short Journal

    Macroeconomic Advisers expect no dissents at the Fed meeting
  11. D

    Looking for a connection monitor that tells you if your internet died

    Not an option, its the wireless internet offered by the building I live
  12. D

    Looking for a connection monitor that tells you if your internet died

    I'm using the cmd ping utility from windows, its not capturing the internet fluctuation that was the problem, guess my internet never died, it just fluctuates like crazy. The main problem is me missing hands from the pokerstars client when my internet goes idle for a while. I'm buying a good...
  13. D

    Looking for a connection monitor that tells you if your internet died

    It needs to be something passive that I just check the logs after. I will have to monitor everyday all day so any active solution is not optimal
  14. D

    Looking for a connection monitor that tells you if your internet died

    I tried a few connections monitors out there and they are graph based which doesn't help me much. I need to be able to tell if that internet went down(even if for only 1sec, if I'm reading I can't tell), in the graphs you cant distinguish between inactivity and periods where the connection died
  15. D

    The Credit Crisis Financial Stocks Short Journal

    This is a quite thought provoking post http://www.themoneyillusion.com/?p=8483 Specially to the folks that are analyzing other housing markets in the world and making bets. NGDP and central bank policy might be one of the indicators they need to look at
  16. D

    The Credit Crisis Financial Stocks Short Journal

    Their disagreement seem to be on the issue on whether the municipalities will succeed in their fiscal efforts and whether they will get bailed out by the federal gov. I can't possibly see NYC muni bonds defaulting given that the city is larger than lots of countries, there might be a few more...
  17. D

    The Credit Crisis Financial Stocks Short Journal

    I dont believe Pimco is having a large conflict of interest there, Bill Gross had no problem avoiding the structured fixed income products for years during the bubble because they just didnt understand them
  18. D

    The Credit Crisis Financial Stocks Short Journal

    Meredith Whitney took a lot of heat for her muni call but I don't believe the call is that crazy http://www.businessinsider.com/vallejo-california-plans-to-stick-it-to-its-unsecured-creditors-2011-1 Valejo will pay out 5-20 cents on the dollar to creditors. Her math was criticized but I...
  19. D

    The Credit Crisis Financial Stocks Short Journal

    Good resource http://www.stlouisfed.org/fomcspeak/index.cfm
Back
Top