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Complete Slidedeck From JPM Presentation On Stress In Repo And Short-Term Funding Markets

Tyler Durden's picture




 

The next best thing to being present at the ongoing JPM call discussing the turmoil in repo markets and overall short term credit liquidity constraints, is having the slidedeck from the presentation. For everyone curious about the gradual freezing of ultra short-term liquidity, especially in the aftermath of BoNY's decision yesterday to implement negative interest rates on deposits - a move certain to be adopted by many more, here is the answer to all your questions in a few fancy charts...

Short Term Fixed Income Market Update

 

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Fri, 08/05/2011 - 11:30 | 1526998 jjsilver
jjsilver's picture

Bill Thorton of www.1215.org talks about what it means to be a citizen of the US or a free man or woman on land not under the jurisdiction of the corporate UNITED STATES. what do you want to be?

http://www.mediafire.com/?jh8k4u6w46msn8k

http://www.mediafire.com/?ez6z5xynuy6ob4u

Fri, 08/05/2011 - 11:45 | 1527076 Highrev
Highrev's picture

GOT TO GET THIS OVER TO GLENN BECK ASAP!

THAT IS UNLESS CRAMER IS ALREADY TOOLING IT ON CNBS!

IT'S THE END OF THE WORLD . . . COME ON, SING ALONG.

http://www.youtube.com/watch?v=_eyFiClAzq8 

 

 

Fri, 08/05/2011 - 11:34 | 1527024 Tense INDIAN
Tense INDIAN's picture

Next stop looks like 1130....::

 

http://markettechnicals-jonak.blogspot.com/

Fri, 08/05/2011 - 12:00 | 1527127 walküre
walküre's picture

1177 was so like 5 minutes ago.

Hello 1130, nice to see you again (and again).

AAPL is melting.

For a nanosecond this morning, I actually thought the meltdown was finished. Then my HFT trained eyes and fingers determined in a split second that this ship is sinking further.

 

Fri, 08/05/2011 - 11:35 | 1527031 JW n FL
JW n FL's picture

Lobby Debt Deal Fail

http://www.presstv.ir/detail/192462.html

'US debt deal epic financial blunder'

 

The best Congress Money can Buy!

 

Does NOT! Represent "We the People"!

Fri, 08/05/2011 - 11:38 | 1527041 NickyG
NickyG's picture

Glen Beck really? Y'all need to take that down or you're not going to have much of a website left. Surely you can put up some more of those filipina singles ads? How about an Eastern European singles ad?  

Fri, 08/05/2011 - 11:40 | 1527058 Spitzer
Spitzer's picture

ffff that. I have been to both places. Asian women beat in all categories, hands down.

Fri, 08/05/2011 - 11:42 | 1527062 SheepDog-One
SheepDog-One's picture

Well, see ZH doesnt put up those ads, they appear thru Google data mining according to what sites YOU have been looking at. Porn surf much? Anyway, if you dont want to see the ads just install Adblocker for free.

Fri, 08/05/2011 - 11:48 | 1527083 Long-John-Silver
Long-John-Silver's picture

I just spotted that. He just outed himself by clicking on sites associated with Glenn Beck.

I almost RIFLMAO when I read that.

Fri, 08/05/2011 - 14:08 | 1527694 Takingbets
Takingbets's picture

Yeah he did out himself with that post! Bahahahaha!!!!! The only ads I get here is for hotels in Las Vegas cause I went there on Vacation and booked a room over the internet! Hahahahaha!!!!!!

Fri, 08/05/2011 - 11:48 | 1527085 Version 7
Version 7's picture

I've got one add on the left saying "Meet EU Christian Woman". They don't even know where the EU is.

Fri, 08/05/2011 - 12:00 | 1527119 tarsubil
tarsubil's picture

What the heck is going on? I don't have any ads. Didn't install a blocker either. I'm scared.

Fri, 08/05/2011 - 12:13 | 1527174 augie
augie's picture

@NickyG I did the same thing lol. Except it wasn't glenn beck it was a greek singles website. Haha all the porn i must look at plus all the greek debt searches led google to believe I was a JPM employee working in greece...

Fri, 08/05/2011 - 11:39 | 1527050 SheepDog-One
SheepDog-One's picture

Geez what a crappy looking bunch of charts.

 

Fri, 08/05/2011 - 11:38 | 1527051 Mercury
Mercury's picture

Bruce Krasting has a good piece from yesterday on money markets too:

http://www.zerohedge.com/contributed/us-mm-funds-dumbest-money-all

 

Fri, 08/05/2011 - 11:44 | 1527066 WoodMizer
WoodMizer's picture

When will silver margin calls finally affect JPM?

Fri, 08/05/2011 - 11:50 | 1527090 Long-John-Silver
Long-John-Silver's picture

When Ben Bernanke quits backstopping their 60% Silver delivery default premiums.

Fri, 08/05/2011 - 13:19 | 1527526 Cathartes Aura
Cathartes Aura's picture

holder not a trader, but admit it's quite entertaining to watch the JPM ticks vs. the fake silvah Comex swings. . .

Fri, 08/05/2011 - 11:45 | 1527074 John McCloy
John McCloy's picture

Tyler was is going on with BAC? It is just buckling what is up with their CDS? Looks like someone may be about to pull a Sept 2008.

Fri, 08/05/2011 - 11:50 | 1527091 glenlloyd
glenlloyd's picture

i like that the disclaimer pages are in such tiny print

Fri, 08/05/2011 - 11:52 | 1527097 Slap That Taco
Slap That Taco's picture

Ah, that was too complicated.

Can't we see another Barton Biggs prediction insted?

Fri, 08/05/2011 - 11:55 | 1527110 monopoly
monopoly's picture

Remember, this correction will not stop until the baby is thrown out the window too. Getting close. And this is the reason one never, never trades a broken market on margin. Cash only.

Fri, 08/05/2011 - 11:56 | 1527111 search
search's picture

What do you stand for Tyler? , are you the pure voice of anarchy, or do you wonder what anarchy purely is?  Both! So what now?

Fri, 08/05/2011 - 11:57 | 1527113 highwaytoserfdom
highwaytoserfdom's picture

Tyler this is not 87...  87 was caused by government controling the rules on Mutual Fund favorable rules..   500 points of 87 was Fidelity alone.  What is the read on the VETS? Is this a fear of the 1934 bonus riots issue? 

Fri, 08/05/2011 - 12:02 | 1527130 lieutenantjohnchard
lieutenantjohnchard's picture

also, among others, the proposal in house committee to stop interest deduction for lbo's.

Fri, 08/05/2011 - 11:59 | 1527118 mt paul
mt paul's picture

BAC

down -7.87 %...

eating cat turds 

out of the litter box..

 

Fri, 08/05/2011 - 11:58 | 1527126 machineh
machineh's picture

If negative interest rates are possible, why not negative stock prices?

Short BAC to zero ... AND BEYOND!!!

Fri, 08/05/2011 - 12:02 | 1527128 WoodMizer
WoodMizer's picture

LULU down 8.5%

Do you feel the great rift in the Farce?

Fri, 08/05/2011 - 12:06 | 1527146 fuzed
fuzed's picture

naked capitalism has started BAC death watch.  always loved those quarter spiral funnels....

Fri, 08/05/2011 - 12:00 | 1527124 monopoly
monopoly's picture

No doubt this is ugly for the miners, but when they turn, look out. Have no idea when, but feel confident it will happen.

Fri, 08/05/2011 - 12:05 | 1527131 molecool
molecool's picture

Bonds are now statistically at a point where a short trade should be considered:

http://evilspeculator.com/?p=22869

Fri, 08/05/2011 - 12:03 | 1527135 Mr Lennon Hendrix
Mr Lennon Hendrix's picture

The Depression is now staring the world in the face.

Fri, 08/05/2011 - 12:04 | 1527137 monopoly
monopoly's picture

AT this rate I calculate we will be at 10,000 DOW by Wednesday morning. Where are those hats.

Fri, 08/05/2011 - 12:09 | 1527161 Archimedes
Archimedes's picture

Whoa! Bac is about to be an $8 dollar stock! Paulsen must be getting creamed. And didn't Dick Bove say it was going to $33. Geez...

One thing the last four years has taught me is that financial pundits and Gurus don't know shit! They are just as clueless as the common person. If I managed 100 Billion in assets I would be a "Billionaire" too! These Hedge Fund managers seem more adept at convincing rich people to give them their money than anything else.

 

Fri, 08/05/2011 - 14:12 | 1527690 JW n FL
JW n FL's picture

 

 

THE FORMER PRESIDENT OF THE WORLD BANK, JAMES WOLFENSOHN Explains how Americas Production / Manufacturing has been and is continuing to be cut into pieces and moved off shore. This is very much worth your time, if you are from the West or planning on living in the West.

http://www.youtube.com/watch?v=mOwZwkhFemQ

 

America was sold off to the World.

***** “Over the last ten years, China has mounted the biggest challenge to the U.S. manufacturing sector ever seen, threatening producers of steel, chemicals, glass, paper, drugs and any number of other items with prices they cannot match. Not coincidentally, the United States has lost an average of 50,000 manufacturing jobs every month during the same period.” *****

http://blogs.forbes.com/beltway/2011/02/14/intelligence-community-fears-u-s-manufacturing-decline/

 

The United States has shipped over 7 Million Manufacturing Jobs to China in the last 11 years.. along with those 7 Million Manufacturing Jobs the Tax Base that those 7 Million Manufacturing Jobs Represent. If you look at a 25% tax bracket for $50,000 dollar average pay.. over 10 years.. works out to $7 Trillion Dollars or Half our National Debt.

 

http://www.youtube.com/watch?v=6a0zhc1y_Ns

Former World Bank President: Big Shift Coming

James Wolfensohn, former president of The World Bank and CEO of Wolfensohn and Co., addressed Stanford Graduate School of Business students with details about his work at the World Bank during its transition years and how the equation between developed and developing countries is changing. Wolfensohn claimed that in the next 40 years, a global power shift will see today's leading economic countries drop from having 80% of the world's income to 35%.

Related Article: http://gsb.stanford.edu/news/headlines/vftt_wolfensohn.html?cmpid=yt

Global Speaker Series: http://www.gsb.stanford.edu/gmp/speakers/index.html

Recorded: January 11, 2010

 

 

Fri, 08/05/2011 - 22:53 | 1529281 StychoKiller
StychoKiller's picture

How big an ostrich do you gotta be to park your FRNs in a bank that's charging you for the privilege??  Get thee to AU/AG -- even precious stones and antiques/art don't charge you!

Wed, 09/14/2011 - 04:55 | 1667445 chinawholesaler
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