zanardm

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  • Why Did Warren and Hank Invest in Goldman?
    Perhaps a foresighted play for anyone including GS, if indeed a worse case scenario of treasuries and dollar collapse ensues, courtesy of our generous Fed and politicians, might be as follows:
    In regards to banking, start up a N. American Eurocard, with N. American checks, and even N. American ATM - all in U.S. dollars for now. But if the worse case scenario unfolds, then shifting to Eurodollar accounting, for practical marketing reasons, would seem an advantage. Of course N. American would be in small print. We might end up with dual currencies, if supple and demand undermine the T-market.
    Dec 07 23:44 pm |Rating: 0 0 |Link to Comment |View article
  • Shorting U.S. Government Risk
    The Fed is out of control. It has turned into a debt ('quantitative easing') machine. The T-market will turn. Dead cat bounce dollar - here we come.
    Nov 27 22:37 pm |Rating: 0 0 |Link to Comment |View article
  • Wall Street Breakfast: Must-Know News
    Appropriation bills start in the House; not in the Senate. The House has already voted on a bailout of hedge funds/Wall st. Why should the House consider constructing a new bailout bill? Credit tightness is handled by central banks; not by bailouts. Why wouldn't hedge funds unload toxic high risk debt to other firms, and then to the U.S. tax payer? National debt is at $15 trillion currently and dollar is at -30% compared to all other major currencies. So a we pay a 30% premium on oil. Let the markets mark to market to give a current value to any underlying actual assets. Also the House doesn't take orders from the Senate. The House has already voted and done it's work; House adjoined.
    Oct 02 17:25 pm |Rating: 0 0 |Link to Comment |View article
  • Wall Street Breakfast: Must-Know News
    Does anyone want a bailout of Hedge funds? Totally unregulated - you know why. So they can all be bankrupt; but will find out at a pro forma mark to market once a year maybe. Hedge can cleverly unload and toxic holdings such as mortgage backed bonds etc. to another more open firm, which then can unload such holdings to the gov, which are marked to market once a year maybe. Hedge can cleverly unload and toxic holdings such as mortgage backed bonds etc. to another more open firm, which then can unload such holdings to the gov. Also introduce dual currencies, such as eurodollar for currency and accounting. Not so different from American firms in the City in London? Hence competition, wherein we trust the stability of eurodollar more than what the politicians have done to our and of as currency and accounting. Not so different from American firms in the City in London? Hence competition, wherein we trust the stability of the eurodollar more than what the politicians have done to our currency (-30%), which results in a 30% premium on our number one import, oil. We must have less government spending, in order to restore confidence in our currency and bonds, for a debtor nation. Nice work House.
    Sep 30 01:23 am |Rating: 0 0 |Link to Comment |View article
  • Wall Street Breakfast: Must-Know News
    From above:
    Hedge fund hemorrhage. The $2T global hedge fund industry will shrink sharply as leverage becomes scarcer and more expensive, the world's largest hedge fund allocator says. 33-40% of funds may go dry, with arbitrage funds - which rely heavily on leverage - hardest hit. "I would not be surprised if, 12-18 months down the line, the $2T had become $1.5T," Christophe Bernard says. "There are too many weak players." 350 funds shuttered in H1, vs. 563 in all of 2007. "Darwinism is survival of the most adaptable. Those that can change to meet the current circumstances will do well and those that can't will go to the wall."
    course every one gets a markup, accept for us. Just say know to bailing out hedge funds and their associates. Also long term consider dual currencies like in Europe; that is, eurodollar as well as greenback Does anyone want a bailout of Hedge funds? Totally unregulated - you know why. So they can all be bankrupt; but will find out at a pro forma mark to market once a year maybe. Hedge can cleverly unload and toxic holdings such as mortgage backed bonds etc. to another more open firm, which then can unload such holdings to the gov. Also introduce dual currencies, such as eurodollar for currency and accounting. Not so different from American firms in the City in London? Hence competition, wherein we trust the stability of the eurodollar more than what the politicians have done to our currency (-30%), which results in a 30% premium on our number one import, oil. We must have less government spending, in order to restore confidence in our currency and bonds, for a debtor nation. Nice work House.
    Sep 30 01:19 am |Rating: 0 0 |Link to Comment |View article

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