Reggie Middleton's blog
European Insurer Needs Insurance As $6B Of Its Bonds Are Instantly Subordinated Due To "Spain's Pain"
Submitted by Reggie Middleton on 06/11/2012 10:36 -0500One minute you have it, the next minute you don't. Nowadays you never know if the money you have in Europe is really yours or not. From instantaneous debt subordination to capital (flight) controls, things are starting to look ugly!
A Quick Note On China's Rate Cut
Submitted by Reggie Middleton on 06/07/2012 10:40 -0500China Cut Their Rates for First Time Since '08 & we all know what happened in 2008, right? As the momentum drivenvtrades ramped markets I placed Armageddon put (way OTM, material time value) puts on throughout the morning - for literally pennies
Greece Gets "Corzined" In Its Fruitless Pursuit of Euro Unity, Sans Its Own Sovereignty As Simple Arithmetic Sets In Again
Submitted by Reggie Middleton on 06/06/2012 09:57 -0500The PIIGS will pop! I directly & explicitly compared the plights of Greece vs Spain 2 1/2 yrs ago before anyone even publicly admitted Greece would have to default, not to mention Spain!!!
PIIGS Roasted At A French Real Estate Barbecue, And Then There Was Germany...
Submitted by Reggie Middleton on 06/05/2012 10:30 -0500Everyone's worried about EU soveriegn debt. Once all of that rapidly depreciated real estate collapses mortgages that have been leveraged 30x, you'll really see the meaning of AUSTERITY! I'm trying to make it very clear to you people, you ain't seen nothing yet!!!
Dead Bank Deja Vu? How The Sovereigns Killed Their Banks & Why Nobody Realizes They're Dead
Submitted by Reggie Middleton on 06/04/2012 15:13 -0500The Fed and the ECB have successfully concealed the fact that many of the big money center-like banks are truly zombified to the nth degree. What do you think happens when secondary shocks rumble through the system and banks are expected to show an prove?
Sophisticated Ignorance Part 2: Pressuring Germany To Do The Wrong Thing Is A Short Seller's Dream
Submitted by Reggie Middleton on 06/01/2012 08:18 -0500We finally get to continue what we started in 2008. Becuase the TPTB insisted on kicking the can down the road, the resulting pain will be excruciatingly devastating versus simply horrible! Alas, once you get you short positions/puts/futures in before the inevitably ill-informed short ban, money can still be made.
The Economic Bloodstain From Spain's Pain Will Cause European Tears To Rain
Submitted by Reggie Middleton on 05/31/2012 10:21 -0500Just in case there's somebody left who still believes so, Spain is not going to make it. In addition, Spain will crack the EU and bring the art of true fundamental analysis back into the fold. Here's mucho evidence!
The Eurocalypse Has Arrived, Where Do You Put Your Capital?
Submitted by Reggie Middleton on 05/30/2012 10:34 -0500The man that called nearly every big bank collapse of the decade says EU nations don't stand a frozen raindrop's chance in hell of bailing out banking systems literally multiples of domiciles' GDP. So now what???
Breaking Down "Muppetology," Face Ripping IPO's, and the Chinese Wall as Facebook continues to Collapse!
Submitted by Reggie Middleton on 05/29/2012 10:05 -0500As FB options start trading, one of those tell it like it is situations whereb- although I'm quite right - a flood of banker hate mail comes along anyway.
Facebooking The Chinese Wall: A Step-By-Step Guide On How To Build An Unassailable Case Against Muppet Manipulators!!!
Submitted by Reggie Middleton on 05/24/2012 11:12 -0500For anyone who can't see the "WHY" or "HOW" in a Muppet Manipulators suit, re: Facebook IPO, here's a step by step guide comparing my research to that of the top 4 underwriters showing exactly what they did wrong & how everyone is ignoring it
Newsbytes To Help You Frontrun Those Banks Frontrunning You!
Submitted by Reggie Middleton on 05/23/2012 08:04 -0500Today's MSM headlines pre-filtered for the frontrunning defense fund :-) Caution! Those allergic to real, unbiased analysis should move on...
Why Shouldn't Practitioners Of Muppetology Get Swallowed In A Facebook IPO Class Action Suit?
Submitted by Reggie Middleton on 05/22/2012 08:55 -0500They call their clients muppets, they lose their clients massive amounts of money, they get preferential government treatment and get paid billions in bonuses at the same time they accept trillions in bailout aid. Exactly why not a class actiion FB suit again?
Shorting Federal Facebook Notes Are Not Allowed Today
Submitted by Reggie Middleton on 05/21/2012 11:20 -0500This utter disappointment and gutting of the muppets is exactly what our research has anticipated. From a strictly fundamental perspective, Facebook shouldn’t see its IPO price anywhere within the foreseeable future!
3+3=2 As Big US Banks Amass Trillions of Dollars Of Risk With Only $50 Of Exposure?
Submitted by Reggie Middleton on 05/18/2012 09:52 -0500- B+
- Bank of America
- Bank of America
- Bank Run
- Belgium
- BIS
- CDS
- China
- Citigroup
- Comptroller of the Currency
- Counterparties
- Credit-Default Swaps
- default
- Default Rate
- Dick Bove
- ETC
- France
- goldman sachs
- Goldman Sachs
- headlines
- High Yield
- Ireland
- Italy
- Jamie Dimon
- Japan
- JPMorgan Chase
- Kuwait
- MF Global
- Middle East
- Morgan Stanley
- NPAs
- Office of the Comptroller of the Currency
- Portugal
- ratings
- Real estate
- Reggie Middleton
- Restricted Stock
- Salient
- Sovereign Debt
- Sovereign Risk
- Sovereign Risk
- Trading Strategies
- Unemployment
- University of California
There's a big, fat "I told you so" coming down the pike.
Who Will Be The Next JPM?
Submitted by Reggie Middleton on 05/17/2012 05:02 -0500Just As I Warned Of JPM's Exposure, Those Other Warnings Will Come To Pass As Well. I pull stuff out of my analytical archives and low and behold, who do I find?


