Comments on: Saved by the Short-Selling Ban? http://www.trivisonno.com/saved-by-the-short-selling-ban It's the Sovereignty Stupid! Sun, 29 Jan 2012 18:08:44 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Larry http://www.trivisonno.com/saved-by-the-short-selling-ban/comment-page-1#comment-9407 Larry Mon, 22 Sep 2008 09:10:47 +0000 http://www.trivisonno.com/?p=911#comment-9407 Matt, I see your point. This new money might not find its way into the economy (at first), as you have alluded to before. I follow the monetary base and M1 stats from St.Louis Fed. So let's see what it looks like in a few months time. You keep an eye of that TMS you follow. In the meantime and for the foreseeable future, we have a global credit crunch, de-leveraging and a recession. A recession that will now be prolonged by Hank Paulson and his buddies at Wall Street. Matt, I see your point. This new money might not find its way into the economy (at first), as you have alluded to before.

I follow the monetary base and M1 stats from St.Louis Fed. So let’s see what it looks like in a few months time. You keep an eye of that TMS you follow.

In the meantime and for the foreseeable future, we have a global credit crunch, de-leveraging and a recession. A recession that will now be prolonged by Hank Paulson and his buddies at Wall Street.

]]> By: » The M.O.A.H.S is Probably Over* http://www.trivisonno.com/saved-by-the-short-selling-ban/comment-page-1#comment-9350 » The M.O.A.H.S is Probably Over* Sun, 21 Sep 2008 21:16:52 +0000 http://www.trivisonno.com/?p=911#comment-9350 [...] think the restrictions on short sales, as pointed out by Shed, Matt, and Barry are going to end badly.  I still am bearish over the [...] [...] think the restrictions on short sales, as pointed out by Shed, Matt, and Barry are going to end badly.  I still am bearish over the [...]

]]> By: K http://www.trivisonno.com/saved-by-the-short-selling-ban/comment-page-1#comment-9315 K Sun, 21 Sep 2008 15:13:25 +0000 http://www.trivisonno.com/?p=911#comment-9315 and i have to laugh at this headline. http://www.commodityonline.com/news/Panic-effect-could-push-Gold-to-$4000-or-$5000-11770-3-1.html i think if the plan falls through people will panic and gold could go back to at least $1000. i will find a gold stock and invest. and i have to laugh at this headline.
http://www.commodityonline.com/news/Panic-effect-could-push-Gold-to-$4000-or-$5000-11770-3-1.html
i think if the plan falls through people will panic and gold could go back to at least $1000. i will find a gold stock and invest.

]]> By: K http://www.trivisonno.com/saved-by-the-short-selling-ban/comment-page-1#comment-9314 K Sun, 21 Sep 2008 15:10:46 +0000 http://www.trivisonno.com/?p=911#comment-9314 I wonder if congress doesn't approve this plan.... what will happen? I wonder if congress doesn’t approve this plan…. what will happen?

]]> By: newbie http://www.trivisonno.com/saved-by-the-short-selling-ban/comment-page-1#comment-9311 newbie Sun, 21 Sep 2008 14:20:33 +0000 http://www.trivisonno.com/?p=911#comment-9311 This board is great thanks to Matt and all the contributors One last spam, I think the easier money is to wait for the POT etc. to roll over with the slumping economy. I made small, but record profits for me, buying PUTs when it made short terms tops at 180 in late August and 170 last week. The volitility on it is pretty high, so I keep the bets small. If, when, it does roll over I will make bigger bets. This board is great thanks to Matt and all the contributors

One last spam, I think the easier money is to wait for the POT etc. to roll over with the slumping economy. I made small, but record profits for me, buying PUTs when it made short terms tops at 180 in late August and 170 last week. The volitility on it is pretty high, so I keep the bets small. If, when, it does roll over I will make bigger bets.

]]> By: newbie http://www.trivisonno.com/saved-by-the-short-selling-ban/comment-page-1#comment-9310 newbie Sun, 21 Sep 2008 14:08:19 +0000 http://www.trivisonno.com/?p=911#comment-9310 Matt, Yes, after last week I think the PPT has earned a lot of respect / fear from the bears! In order to keep the respect they will have to follow through and take on the debt at awefully high evaluations. It makes me sick to think about this, and I am not sure it is possible from a political standpoint. If they do not give outrageous evaluations of the debt then I agree that nothing has changed and I will agressively short them. my $0.02 Matt,
Yes, after last week I think the PPT has earned a lot of respect / fear from the bears! In order to keep the respect they will have to follow through and take on the debt at awefully high evaluations. It makes me sick to think about this, and I am not sure it is possible from a political standpoint.

If they do not give outrageous evaluations of the debt then I agree that nothing has changed and I will agressively short them.
my $0.02

]]> By: newbie http://www.trivisonno.com/saved-by-the-short-selling-ban/comment-page-1#comment-9309 newbie Sun, 21 Sep 2008 14:02:03 +0000 http://www.trivisonno.com/?p=911#comment-9309 Zen, Re: extend of the shorting ban. I am not sure if there is a big difference. The ban is on most of the stocks that were at risk. Unless RTC2 takes the bad debt off the books at a price well above the market value nothing has changed and the Pakastani chart seems to apply. Dressguard, if RTC2 does have the tax payer fix banks balance sheets with very high evlauations of the debt then the banks HAVE bottomed. Yes, the economy will contracts, but the bank stocks have been CRUSHED because of the bad debt. Once the debt is gone the fundamentals point to rising stock values. Other opinions? Zen,
Re: extend of the shorting ban. I am not sure if there is a big difference. The ban is on most of the stocks that were at risk. Unless RTC2 takes the bad debt off the books at a price well above the market value nothing has changed and the Pakastani chart seems to apply.

Dressguard, if RTC2 does have the tax payer fix banks balance sheets with very high evlauations of the debt then the banks HAVE bottomed. Yes, the economy will contracts, but the bank stocks have been CRUSHED because of the bad debt. Once the debt is gone the fundamentals point to rising stock values. Other opinions?

]]> By: admin http://www.trivisonno.com/saved-by-the-short-selling-ban/comment-page-1#comment-9308 admin Sun, 21 Sep 2008 13:59:27 +0000 http://www.trivisonno.com/?p=911#comment-9308 Both Jeff Macke and Karen Finerman of Fast Money admitted to being caught short and got killed during the big squeeze on Thursday and Friday. So I guess we now know why Macke is an ex-hedge fund manager... Fast Money also had a studio audience and they seemed to be very cheerful. This reminds me of the period after the July low when everybody was relieved that the run on IndyMac didn't spread to other banks. They don't call it a "relief" rally for nothing, right? So, I think the panic is over for now, and redemptions are likely to slow down as the masses think the authorities have fixed the problem. But the business cycle will continue to grind down and any rallies will be for shorting. Both Jeff Macke and Karen Finerman of Fast Money admitted to being caught short and got killed during the big squeeze on Thursday and Friday. So I guess we now know why Macke is an ex-hedge fund manager…

Fast Money also had a studio audience and they seemed to be very cheerful. This reminds me of the period after the July low when everybody was relieved that the run on IndyMac didn’t spread to other banks. They don’t call it a “relief” rally for nothing, right?

So, I think the panic is over for now, and redemptions are likely to slow down as the masses think the authorities have fixed the problem. But the business cycle will continue to grind down and any rallies will be for shorting.

]]> By: admin http://www.trivisonno.com/saved-by-the-short-selling-ban/comment-page-1#comment-9307 admin Sun, 21 Sep 2008 13:51:15 +0000 http://www.trivisonno.com/?p=911#comment-9307 newbie, After what happened last week, do you really believe that the PPT actually has any potency? The entire system was an eyelash away from melting down. Matt newbie,

After what happened last week, do you really believe that the PPT actually has any potency? The entire system was an eyelash away from melting down.

Matt

]]> By: admin http://www.trivisonno.com/saved-by-the-short-selling-ban/comment-page-1#comment-9306 admin Sun, 21 Sep 2008 13:49:16 +0000 http://www.trivisonno.com/?p=911#comment-9306 bob, Thanks for the link to the chart of the Pakistani stock market. I just got around to watching Friday's episode of Fast Money where they showed the chart. Pakistan obviously has more serious problems than the USA or China, or even Iraq, but I wouldn't be surprised if our market followed the same pattern. Matt bob,

Thanks for the link to the chart of the Pakistani stock market. I just got around to watching Friday’s episode of Fast Money where they showed the chart. Pakistan obviously has more serious problems than the USA or China, or even Iraq, but I wouldn’t be surprised if our market followed the same pattern.

Matt

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