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  1. kmiklas

    Where do posts about REITs belong?

    Heya Peeps, In which forum does a post about a Real Estate Investment Trusts (REIT) belong? Thanks, Keith
  2. kmiklas

    Big short again

    The original 100 went to the seller of the existing home, or to build a new one. Simply put, the borrower got the loan and paid for the house. It was lent/created from the bank's cash reserves. Remember a bank can lend out 10x more than it has on deposit, based on the fractional reserve system...
  3. kmiklas

    Greed

    If I may wax philosophical for a moment, noodling on today's economy today, I had an ephiphany: Greed. Behind the steady flow of QE money, inflation, closed businesses, lockdowns, politics, bubbles, record-setting market highs, etc. It's greed at work again. We've seen it so many times before...
  4. kmiklas

    Is shorting the box legit?

    Kindly explain. How will the eurodollar curve tell when tapering will begin?
  5. kmiklas

    Big short again

    You forgot three very important pieces: AIG: the insurer of these securities; Uncle Sam, who bailed out AIG; and the lowly taxpayer, who ultimately took it up the @$$. The money did disappear. When things went south, these MBSs suffered massive losses. AIG, as the insurer, was on the hook to...
  6. kmiklas

    Could it be this easy?

    It's one big 50/50
  7. kmiklas

    Significant decline in stocks as valuations skyrocket, fed warns!!!

    1. Stonks only go up. 2. Fed Governor Lael Brainard said the situation bears watching and points up the importance of making sure the system has proper safeguards. -- No pun intended XD
  8. kmiklas

    MBS, CDS, Repo, Commercial Paper - BB/Eikon alternative?

    Thank you... I also need Credit Default Swaps
  9. kmiklas

    MBS, CDS, Repo, Commercial Paper - BB/Eikon alternative?

    Hey All, I need more visibility into the Fixed Income markets. - Is there an alternative to BB and Eikon? I've checked with IB and Schwab, but the answer was "No... buy a BB terminal." - The Eikon stripped-down version costs $3600/year. Anyone have experience with it? - Are there any more...
  10. kmiklas

    Inflation, Deflation, Stagflation...

    Yep... the Fed needs to be policed. Sounds like a plan.
  11. kmiklas

    Why may is historically down time for stocks?

    Sell in May and put it away. The mixed drinks at exclusive beach cottages, country clubs, and island resorts are a little pricey.
  12. kmiklas

    Tapering - "Canary in the Mine?"

    Then what is??
  13. kmiklas

    Tapering - "Canary in the Mine?"

    I don't know what you're driving at here, but truth is that at least 120B/month of Fed money is pouring into the markets, and it's creating inflation. I'm looking for indicators that this cash flow will be tapered. Agree or disagree? If the latter, then state a counter-point or argue the other side.
  14. kmiklas

    Inflation, Deflation, Stagflation...

    It's looking like Inflation. How difficult will it be to control?
  15. kmiklas

    Buffett Inflation Comments - Berkshire Hathaway - Annual Meeting - 01 May 2021

    Transcript: https://www.rev.com/blog/transcripts/warren-buffett-berkshire-hathaway-annual-meeting-transcript-2021 Webcast: (Inflation comments at 04:11:30) https://finance.yahoo.com/brklivestream Excerpt: Becky: (04:40:03) I will ask this question from Chris Freed from Philadelphia, and...
  16. kmiklas

    Bill and Melinda Gates - Divorce

    https://www.bloomberg.com/news/articles/2021-05-03/bill-and-melinda-gates-say-they-re-ending-marriage?srnd=premium
  17. kmiklas

    Tapering - "Canary in the Mine?"

    Preach it brother... Amen! I just hope that we don't end up in a serious military conflict, and pray that we're not already in one.
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