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Last Activity: Added MUB to bearish list on 10/15/08  Current Stock List: Symbol SP Sentiment Rating Return Since MUB N/A -6.79% 10/15/08 TBT N/A -18.75% 10/14/08 RYJUX N/A -8.45% 10/14/08 COW N/A -9.44% 10/08/08 SOV +61.40% 10/01/08 COF +47.95% 10/01/08 RRPIX N/A -10.76% 09/26/08 FHN +29.29% 09/10/08 FBC +88.00% 09/10/08 NCC +67.49% 09/10/08 All-time Sectors of Interest ... View All > Opinion & Analysis Inflation Fears   about TBT   10/14/08 Banks sell anything that is still liquid. Treasury prints money. Long-term inflation. What isn't to like about this trade? FDIC - Account Overdrawn   about RRPIX   09/26/08 Since the FDIC deposit insurance fund was rolled into the general fund in the Johnson administration, the FDIC will have to ask the Treasury to borrow to pay back bank depositors. So if you are bullish... ibanks must be merged with deposits   about LEH   07/27/08 business model is broken. commodities fall when economy falls   about SMN   07/27/08 nothing new here...as economies of the globe go down we don't need to keep bidding up commodities. Welcome to Deflation   about GLD   12/05/07 sentiment extreme on gold

Discussions

Re: commodities fall when economy falls 10/07/08
we are seeing how much speculation was truly in this market.

Re: FDIC - Account Overdrawn 09/28/08
I was not discussing their ability to make mortgages but the rate at which they would. if bankers see the 'risk-free' rate of lending for 10 yrs going up, are they going to hold mortgage rates steady?

Re: ibanks must be merged with deposits 09/15/08
what a wild weekend. so GS and MS are the only non-deposit ibanks left. does MS go back to live with his daddy JPM? did GS learn from their failures in 1929?

Re: What are they buying and why? 09/15/08
The Fed just repealed Glass-Steagall. It now permits commerical banks to lend to broker dealers, BofA's deposit base can now support MER. It's all the Fed anyways. It's also interesting to note the Glass-Steagall Act created the FDIC. To put it another way, the Fed just changed the law to allow taxpayers to support the investment banks. FDIC-insured deposits will now be used to support in...

Re: ibanks must be merged with deposits 08/04/08
Ha. 1.3T in off-balance sheet assets? Hell no. the ibanks are leveraged up on nothing. money center banks leveraged up on a little more. give me a Trust Company and a safe.




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