Reggie Middleton's blog
Rumor Has It That The Germans Are Starting To Consider Real World Solutions To The Greek Debt Dilemma – Restructuring, Exactly As We Anticipated!
Submitted by Reggie Middleton on 01/19/2011 13:24 -0500Read between the lines and you will see the "R" word (restructuring), clearly and plainly.
Goldman Sachs Latest: Vindicates BoomBustBlog Research, Disappoints Sell Side Cheerleaders, Shows GS Is Just A Bank After All - an overvalued one at that
Submitted by Reggie Middleton on 01/19/2011 09:36 -0500Pssst.... Hey, did you see those latest numbers out of Goldman yet?
Did Blogs Exercise Enough Influence To Alter Goldman’s Facebook Plans Or Did The SEC Decide To Get Serious?
Submitted by Reggie Middleton on 01/18/2011 08:14 -0500Goldman pulls the Facebook IPO, I mean private offering from US investors. They don't know how luck they are! Now, how do we educate the foreign gamblers?
I Warned That Banks Will Soon Be Forced To Walk Away From Homes… Guess What!
Submitted by Reggie Middleton on 01/17/2011 08:09 -0500There were many skeptics when I said that housing values would go so low that banks wouldn't even find it cost effective to foreclose. Many relatively bright people dismissed my statements as sensationalist or unrealistic. Well, I suggest some explain that to those folks in Chicago where banks are probably walking away from thousands of homes.
The Financial Times Vindicates BoomBustBlog’s Stance On Goldman Sachs – Once Again!
Submitted by Reggie Middleton on 01/14/2011 07:19 -0500Goldman out right lies to investors and the SEC, exactly as I said they were (in explicit and illustrious detail) throughout all of the financial crisis. Who wants to bet against the presumption that the SEC will let them get away with it?
Facebook Registers The WHOLE WORLD! Or At Least They Would Have To In Order To Justify Goldman’s Pricing: Here’s What $2 Billion Or So Worth Of Goldman HNW Clients Probably Wish They Read This Time Last Week!
Submitted by Reggie Middleton on 01/12/2011 12:21 -0500Facebook will have to hit 65% of today’s total (as in the ENTIRE) world population (not factoring in population growth/shrinkage) by c.2020 to justify anything approaching a $50B valuation
Less Than 24 Hours After My Warning Of Extensive Legal Risk In The Banking Industry, The Massachusetts Supreme Court Drops THE BOMB!
Submitted by Reggie Middleton on 01/10/2011 13:01 -0500Those who think this will not, better yet... has not metastasized into a very significant problem has overdosed on the Sell Side Kool Aid once too often. The banking industry is soon to be the new tobacco industry.
Morgan Stanley Jingle Mail: Loses Properties To John Paulson Investment Consortium & Itself
Submitted by Reggie Middleton on 01/10/2011 06:54 -0500Morgan Stanley's real estate division hits yet another home run in (in fees) as investment clients get (literally) taken to the bank.
Focus on Dine Equity (DIN): High Debt Binging During The Credit Bubble Causes Indigestion For This Food Chain!
Submitted by Reggie Middleton on 01/09/2011 05:37 -0500This is a fairly detailed review of Dine Equity (DIN), pre-refinancing.
As JP Morgan & Other Banks Legal Costs Spike, Many Should Ask If It Was Not Obivous Years Ago That This Industry May Become The “New” Tobacco Companies
Submitted by Reggie Middleton on 01/06/2011 13:04 -0500The litigation and putback risk to the banks are now quite obvious, yet still quite under-appreciated, IMO. Are the banks the new tobacco companies?
The Anatomy Of The Record Bonus Pool As The Foregone Conclusion: We Plug The Numbers From Goldmans Facebook Fund Marketing Brochure Into Our Models
Submitted by Reggie Middleton on 01/06/2011 06:43 -0500It's good to be the [marketing] King! Goldman has distributed their Facebook fund marketing materials and I have taken the liberty of running a few of the numbers from the brochure in order to illustrate what those very special Goldman clients that must rush to payout a minimum of $2million by January 7th are in for.
This Mornings News Flow Is Essentially A "Didn't Reggie Tell Us This In Full Detail Up To Two Years Ago" Parade As Indebted Europe Continues To Rip At The Seams!
Submitted by Reggie Middleton on 01/05/2011 09:08 -0500Don't say I didn't tell 'ya so!
Here’s A Look At What The Goldman FaceBook Fund Will Look Like As It Ignores The SEC & Peddles Private Shares To The Public Without Full Disclosure
Submitted by Reggie Middleton on 01/04/2011 08:46 -0500This is not hate for Goldman, but elucidation & clarification regarding exactly what business Goldman, et. al. are actually in & how they generate the profits that they do off of their Client's Backs! Many think that Goldman is the best and brightest on the Street. Those guys went to the same schools, studied under the same teachers, graduated and employed using the same strategies trading the same products as everybody else. Get over the mysticism marketing bullshit.
Goldman Creates a Facebook Hedge Fund for HNW Clients Historically Ripped Off By Such Vehicles, Spits In Face Of SEC...
Submitted by Reggie Middleton on 01/03/2011 08:29 -0500As of right now, there are not a lot of places to go for the skinny on things such as this Facebook investment (or BPSV, not special purpose vehicle but "Bonus Pool Support Vehicle"), at least in my not so humble opinion.
Davidowitz's Rant On Overt Optimism In The Retail Space And Malls Is Not Only On Point, But Has Been Preached At BoomBustBlog For 3 Years & Counting
Submitted by Reggie Middleton on 12/31/2010 10:05 -0500When one spits the truth, there is really nothing to do but sit back and listen. Happy New Years to one and all...
