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- "No Country For Old Men?" Bernanke Plan To Exterminate Savers Is Unsustainable
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comments from a money manager that "I don't think that's a fair-trade" for money intended to be invested ... adjusted, annualized rate of $976 billion in the fourth quarter of 2011. That's down nearly a third from the peak rate of $1.42 trillion in the third quarter of 2008 . ...
Story - Tyler Durden - 02/06/2012 - 13:47 - 184 comments - 0 attachments
- The Rise Of Activist Sovereign Hedge Funds, The "Subordination" Spectre, And The Real "Coercive" Restructuring Threat
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head of rates trading at a major dealer noted several instances in the fourth quarter when second-tier ... trading at different prices, and possessing different investor protections (we use the term very loosely) ... (proven right) as it underscores a very specific dynamic in bond trading, and thus demand, which ...
Story - Tyler Durden - 01/16/2012 - 09:52 - 136 comments - 0 attachments
- Bank Of America On US Decoupling: Enjoy It While It Lasts
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and impacting US growth through both trade and financial linkages . In their view, we will see a ... Historically, economic activity in Europe lags the US by roughly 2 to 3 quarters . Figure 2 ... increased trade and openness between nations, business cycles across nations should be more synchronized . ...
Story - Tyler Durden - 01/08/2012 - 16:14 - 38 comments - 0 attachments
- Did The Fed Just Give Us A Very Big Clue Just How Big JPM's CIO Loss May Be?
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itself: the cumulative "realized losses/gains securities (AFS/HTM) and Trading and Counterparty ... billion through Q4 2013 ? Or is the hit to just this quarter so substantial, that spreading the loss ... buybacks, i.e., capital out flows, until such time as the trading/realized loss has been offset and ...
Story - Tyler Durden - 05/21/2012 - 22:59 - 154 comments - 0 attachments
- Janjuah Stopped Out
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week, my stop loss on my risk-off 'short S&P500' trade, initiated last month on 21 August at an ... flat or neutrally positioned. On a multi-month timeframe – and before the next major multi-quarter ... much . So stay nimble, focus on tactical trading, and for now be as flat or as close to benchmark ...
Story - Tyler Durden - 09/24/2012 - 07:58 - 20 comments - 0 attachments
- ECB: Expect Nothing And You Won't Be Disappointed
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hard to tell if anyone bothers trading that anymore). Main is 7 tighter, back to 170, and SNR Fins are ... signal of strength. The auctions should be Euro positive, and given how crowded the short Euro trade ... “decoupling” trade (ie, I like long Europe vs short US), and still have an overall short bias. Financials look ...
Story - Tyler Durden - 01/12/2012 - 06:58 - 59 comments - 0 attachments
- Why The Euro Is So Strong, Or Why The Market Expects $700bn Of Fed QE3
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Investors may be wrong in trading the EUR with a positive risk correlation but it is hard to argue that they ... quarters when profit growth has eased. Bottom line for the last three years is that risk ...
Story - Tyler Durden - 04/27/2012 - 20:15 - 115 comments - 0 attachments
- Must Read: Jim Grant Crucifies The Fed; Explains Why A Gold Standard Is The Best Option
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meretriciousstatistical measures of trade, and hasty grinding of the axes of speculative interests with their suggestion ... stable funds rate through the fourth quarter of 2014 is hugely destabilizing. Interest rates are prices. ... Finance of Trade, 1900-1913.” In the pre-Fed days with which the history deals, the call money rate dove ...
Story - Tyler Durden - 03/30/2012 - 10:36 - 237 comments - 0 attachments
- Fed Stress Test Released: Citi, SunTrust, Ally And MetLife Have Insufficient Capital
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total $534 billion over the nine quarters of the scenario, including losses across the loan portfolios, trading and counterparty credit losses from the global financial market shock, and losses on securities ... 19 BHCs is $294 billion over the nine quarters of the scenario. Together, the high projected losses ...
Story - Tyler Durden - 03/13/2012 - 16:36 - 193 comments - 0 attachments
- AAPLs To AAPLs: Not All iEarnings Are Created Equal
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... Apple trades for only 14.3 times its earnings for the previous four quarters -- about the same as ... average. Revenue last quarter rose 73 percent to $46.3 billion, while earnings more than doubled to $13.1 ...
Story - Tyler Durden - 02/17/2012 - 09:57 - 21 comments - 0 attachments
