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How Banks Hedge Counterparty Risk

Very helpful article, but the only explanation I need is that today just before the bail out was passed, Barry Ritholtz went Bullish, which speaks volumes to the contrarians in the audience. Come to think of it I have not seen an article by the former permabear Ritholtz on SA recently. The following is a link to the video clip of Barry Ritholtz on CNBC Friday October 3, '08 at 1PM

www.cnbc.com/id/158402...
Oct 03 22:34 pm |Rating: 0 0 |Link to Comment |View article
Where's the Bottom? Still Anybody's Guess

Great article, reminds me of the BCA Research commentatry from back on Sept '07 titled "An Inflection Point in the Debt SuperCycle"

www.beearly.com/pdfFil...
Sep 24 09:52 am |Rating: 0 0 |Link to Comment |View article
Paulson/Bernanke: $700 Billion at 'Hold to Maturity' Pricing

I wonder if the financial lobby has a position on the bailout? Perhaps some of the private dining rooms in DC hold the answer to that. Also with Buffett's just announced GS investment - are things really that bad?
Sep 23 19:04 pm |Rating: 0 0 |Link to Comment |View article
Prepare to Sell Monday - Cramer's Mad Money (9/19/08)

Cramer also appeared on NBC nightly news Friday explaining to the viewing public and an aghast Brian Williams how we narrowly avoided "Depression the Sequel". Now he's saying sell sell sell while pumping the likes of THS and RAH. Wasn't THS the company he referred to as an investment bank disguised as a food company? Shouldn't his logic also apply to COTT the world's largest private label company (beverages) that happens to be down almost 90% in the past 12 months.
Sep 20 10:30 am |Rating: 0 0 |Link to Comment |View article
AIG Must Not Fail! - Cramer's Stop Trading! (9/15/08)

"Cramer needs to set an example for the CEOs he mocks: Go jump out a window. Make it a high one."

Both Cramer and is sidekick Larry Kudlow who less than a week ago suggested along with 3 out his 4 pannel members (with the appropriate caveats) that little old ladies take their savings and invest in banks. It is amazing how these geniuses are allowed to stay on the air

Tuesday September 9 - www.cnbc.com/id/158402...
Sep 15 18:15 pm |Rating: 0 0 |Link to Comment |View article
Lehman's Collapse: Broader Economic Damage Unlikely

Mohamed El-Arian suggested the liquidity crisis just got much worse with the events of the past 24 hours.

El-Arian 7AM Sept 15 - www.cnbc.com/id/158402...

Meredith Whitney of Oppenheimer said much the same thing this afternoon with a very dire warning of just how serious things are becoming and the need for major government intervention.

Whitney 3PM Sept 15 - www.cnbc.com/id/158402...
Sep 15 15:44 pm |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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