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Wednesday Outlook: Commodities, Emerging Markets

I posted this yesterday but if you missed it here is a clip from Tuesday AM featuring a CNBC guest crossing the line by mentioning the PPT. They freaked out.

www.cnbc.com/id/158402...

Nov 19 07:47 am |Rating: +1 0 |Link to Comment |View article
Thursday Outlook: Commodities, Emerging Markets

Roubini Says `Panic' May Force Market Shutdown (Update2)

By Alexis Xydias and Camilla Hall

Oct. 23 (Bloomberg) -- Hundreds of hedge funds will fail and policy makers may need to shut financial markets for a week or more as the crisis forces investors to dump assets, New York University Professor Nouriel Roubini said.

``We've reached a situation of sheer panic,'' Roubini, who predicted the financial crisis in 2006, told a conference of hedge-fund managers in London today. ``There will be massive dumping of assets'' and ``hundreds of hedge funds are going to go bust,'' he said.

www.bloomberg.com/apps...
Oct 23 12:06 pm |Rating: 0 0 |Link to Comment |View article
Wednesday Outlook: Commodities, Emerging Markets

Mr. Fry - SA needs to give you a dedicated link for faster navigation - hopefully they pay you well.

With respect to the Lehman settlement there is a lot of discussion of the true cost. Below is a press release from the ISDA suggesting it's a $6 bn hit.

Another perspective was offered in an October 15 article by Elisa Parisi-Capone, an economist who writes for www.rgemonitor.com (one of best if not the best finanical / economic sites on the net)

ISDA press release:

"The cash settlement deadline for Lehman is today, October 21. Based on industry estimates, a total of $6bn to $8bn is expected to have changed hands by close of business. This is approximately 1% to 2% of the $400 billion in CDS trades referencing Lehman and does not account for the effects of collateral, which will further reduce the payment amounts.

“Today’s settlement demonstrates that the industry infrastructure for CDS clearly works,” said Mr. Pickel. "ISDA and its members have developed a robust legal and operational framework "

www.isda.org/press/pre...
______________________...

RGEmonitor.com article by Elisa Parisi-Capone

Lehman CDS Payout On October 21: $360bn or $6bn?

"So far, among dealer banks and AIG the CDS fallout from Lehman’s default amounts to around $200bn already."

www.rgemonitor.com/eco...

Oct 22 11:16 am |Rating: 0 0 |Link to Comment |View article
Friday Outlook: Commodities, Emerging Markets

"The markets are as oversold as they can get" - Most crashes are preceded by oversold conditions. But when we get the reversal today or Monday it will be the trading opportunity of a lifetime (unless it's different this time)
Oct 10 06:43 am |Rating: 0 0 |Link to Comment |View article
Thursday Outlook: Commodities, Emerging Markets

TomCat - Extremely clever comment but I think you're on the wrong website - this is SeekingAlpha not the DailyKos --
Sep 11 09:44 am |Rating: 0 0 |Link to Comment |View article
Thursday Outlook: Commodities, Emerging Markets

Love your charts - they are the canaries in the coal mine -- In terms of your comments on lobbying, the following is a robust and nonpartisan website that tracks all contributions by party, by candidate, by industry, by lobby etc

www.opensecrets.org/lo...
Sep 11 06:58 am |Rating: 0 0 |Link to Comment |View article
Friday Outlook: Commodities, Emerging Markets

Excellent as always – You cite Bond Daddy Bill Gross and Clown in Chief Cramer in the same article – yesterday those two were on CNBC together in a veritable mutual admiration society – but it gets better, in Pimco’s monthly commentary Gross reveals he’s a big fan of Cramer … Not to be cynical but could Bond Daddy being employing the use of a Clown to further a bail-out agenda of which he would be a huge beneficiary??

www.cnbc.com/id/158402...

www.pimco.com/LeftNav/...
Sep 05 07:33 am |Rating: 0 0 |Link to Comment |View article

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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.

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Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
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