contrariwise

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    • Fri Nov 7th 17:29 PM | Rating: 0 0
      Commented on:
      What Credit Crisis? Total Bank Credit of All Commercial Banks Exceeds $10 Trillion
      How do drawdowns of credit lines factor
      in this 11%/ $977 billion expansion of bank credit?

      How much of this $977 billion expansion of bank credit
      is voluntary growth of freely issued new credit?
      Versus growth that comes when customers, fearing having
      their credit lines withdrawn, draw
      down their lines of credit?
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    • Fri Nov 7th 17:16 PM | Rating: 0 0
      Commented on:
      Nuclear Energy and the Next American President
      T. Boone Pickens emphasizes that the North American wind corridor is an extraordinary resource with good economics.

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    • Tue Oct 28th 01:44 AM | Rating: 0 0
      Commented on:
      In the Fog of Volatility, the Notional Becomes Payable
      Brilliant. Thanks.
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    • Mon Sep 15th 12:03 PM | Rating: 0 0
      Commented on:
      Housing: Bigger Isn't Always Better
      Seems simple enough to solve. Since the GSEs have to ration mortgage funding, why not redline those areas with stupid development policies?
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    • Wed Sep 10th 22:21 PM | Rating: 0 0
      Commented on:
      Lehman in Dire Financial Straights
      Dire straits, not straights. Correct spelling, wrong word. And yes, I noticed the sell off. What's your point? Multiple blah blah blah paragraphs about how they're in trouble based on the slope of the stock price chart. Nothing concrete about the reasons behind it.
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    • Mon Aug 4th 09:09 AM | Rating: 0 0
      Commented on:
      Moving to a Trans-Industrial Paradigm
      "It is far from over if you can understand the basic fact that in a depression there is scarcity, and with scarcity comes increased demand and increased price. The commodity bubble is not a traditional bubble and commodities are not inflated, they are reverting to real prices based on demand."

      These statements are truly bizarre. Do some research and find out what actually happened to commodity prices during the Great Depression. Farm producer prices and other commodities. Let me give you a hint: a housing bust is not good for lumber, copper and other building products related commodities. Tariffs on ethanol imports are distorting the market for agricultural commodities, creating artificial demand for inputs such as fertilizer. Oil markets are distorted by (unsustainable) overseas government subsidies. Oil is a special case because of dwindling conventional reserves and inelastic demand (in the short term). When the tariffs and subsidies go (as they must) watch out. The same things that are happening to lumber and copper prices will come to pass in agricultural commodities. Which is what happened in the 30's - farmers could not pay the freight to get their produce to market because the prices were so low. Low commodity prices. Demand destruction follows credit destruction.
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    • Sun Aug 3rd 18:21 PM | Rating: 0 0
      Commented on:
      Cuomo Takes Action Against Citigroup, as ABCP Buyers Wait in Vain
      "As one NYSE-listed corporate executive recently told me, a Canadian bank dealer money market institutional salesman that the ABCP assets would be available the next day when they went to cash them in assured his treasury team."

      This sentence is incoherent. What did you mean to say?
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    • Sat Aug 2nd 00:04 AM | Rating: 0 0
      Commented on:
      Probe of Citigroup et al Could Hit Financial ETFs
      mikeg3 - a key contention of these investigations will be that these banks were touting these products with increasing intensity, foisting them on naiive investors, when they knew that the market for these securities was freezing up. They made claims that they knew to be false at the time they made them. I don't think the cases will deal with sales made when the markets were liquid or even when the banks thought in good faith the market had a temporary problem. They will focus on time periods when the prosecuters can PROVE that the banks LIED. If the investing public comes to believe that the markets are rigged then the markets will cease to function. Mark my words.
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    • Mon Jul 21st 12:06 PM | Rating: 0 0
      Commented on:
      Is Online Search Microsoft's Vietnam War?
      Just to be clear, Vietnam is a country, not a failure. The *Vietnam War* was a failure for the United States. So, a more appropriate title for your article would be "Is Online Search Microsoft's Vietnam War?". Or, "Is Online Search Microsoft's Iraq War?". Or, "Is Online Search Microsoft's George W. Bush?".

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    • Mon Jul 21st 09:52 AM | Rating: 0 0
      Commented on:
      Selling the Short Sellers Short: Another Sign of Trouble
      How about posting a copy of/link to the speech? I can't comment on what I haven't seen.
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    • Thu Jun 12th 05:52 AM | Rating: 0 0
      Commented on:
      GE, Microsoft on New Low List
      The biggest problem with MSFT is that there really isn't anything that they do that somebody else doesn't do better. Whether that's office software (MS Office versus Google Docs, Star Office, OpenOffice.org, NeoOffice, standards based products, XBox versus PlayStation, Wii, etc, WinCE versus iPhone, Google Android). There are a lot of competent players eating their lunch. Good luck with your MSFT investment. You're going to need luck. The rest of the world is getting tired of being ripped off by their monopolistic business practices. Their Office revenue is not growing! Everything else they do has better alternatives.
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    • Wed Jun 11th 06:15 AM | Rating: 0 0
      Commented on:
      Is Steve Jobs Sick Again, or Just Thin?
      Mr. Ingram, you could benefit from a diet more like Mr. Jobs'. Are you familiar with the concept of body-mass index? Judging from your appearance, you are over 30 BMI. Over 30=obese. Normal is 18.5-24. Maybe Jobs is under 18.5, which is "underweight"... But you too have your own problems. Overweight/obese is strongly
      correlated to a range of serious health problems.



      www.cdc.gov/nccdphp/dn...

      Consider the following useful advice from
      Matthew 7:1 thru 7:5 - it's useful whether or not you believe in God or Jesus. It would be equally useful advice if it came from a trusted advisor:

      1
      "Stop judging, that you may not be judged.
      2
      For as you judge, so will you be judged, and the measure with which you measure will be measured out to you.
      3
      Why do you notice the splinter in your brother's eye, but do not perceive the wooden beam in your own eye?
      4
      How can you say to your brother, 'Let me remove that splinter from your eye,' while the wooden beam is in your eye?
      5
      You hypocrite, remove the wooden beam from your eye first; then you will see clearly to remove the splinter from your brother's eye.

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    • Wed Apr 9th 11:36 AM | Rating: 0 0
      Commented on:
      Wednesday Outlook: Commodities, Emerging Markets
      Brilliant as usual, although I do wish you'd finish what you were saying about the farmer's daughter...
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    • Thu Apr 3rd 09:22 AM | Rating: 0 0
      Commented on:
      Disgraceful Conduct by Leading Bankers
      No doubt you have a point. But what that point is - is not obvious. How about defining your terms and providing links? For instance - WTF is HB&B? And what about naming a specific CEO (or three) and quoting them, rather than pointing to them in the abstract and paraphrasing what they allegedly collectively said. Doesn't mean you don't have a point, but your credibility suffers.
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    • Wed Mar 26th 02:26 AM | Rating: 0 0
      Commented on:
      Bailout Nation
      If you're looking for companies that thrive on the government teat - public risk & private gain - how about the "defense" industry?
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