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RawGreed 's Blog Posts
Essential Reading
03/01/09
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Here is an article not to be missed by Raw Greed readers:
The End by Michael Lewis
Taken from the article:
That’s when Eisman finally got it. Here he’d been making these side bets with Goldman Sachs and Deutsche Bank on the fate of the BBB tranche without fully understanding why those ...
ETF
L
A Primer on Master Limited Partnerships
02/24/09
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I first heard of Master Limited Partnerships or MLP’s a few years ago while watching a CNBC segment where a few fund managers talked about the little known space and MLP’s benefits. The space was so obscure to the investment public that these fund managers were barely in their upper 20...
Analysts Flip Flop On Oil Again
01/16/09
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I caught the following quote from this Yahoo Article on yesterdays fall in crude oil prices:
“I don’t think there’s anything they [OPEC] can say at this point,†said analyst Stephen Schork, who doesn’t expect a sustained rally in oil prices during the first half of t...
Alternative Currencies, A Look at the AUD to USD Chart
01/14/09
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With the mounting debt faced by the U.S. government, it makes sense to exchange a part of your USD portfolio into a basket of alternative currencies. Long-term the devaluation of the dollar is almost inevitable. For a refresher, please watch this video by Congressman Ron Paul that succinctly covers ...
BX
BXS
Holding Up FASB Rule 157
11/06/08
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The SEC is in talks again about possible adjustments to the Mark to Market accounting standards that are held up by FASB (Financial Accounting Standards Board) Rule 157. Any suspension of FASB 157 would have dramatic implications on our economic recovery. Book value for many publicly traded companies...
GS
JPM
New Accounting Practices Will Boost Bank Equity Values
10/25/08
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Incase you missed it, the SEC has announced new accounting rules that will help companies value illiquid assets.
Taken from this article, Rethink of rules on value boosts banks
The Securities and Exchange Commission said on Tuesday that managers could use their own judgment when valuing securities ...
Congressman Ron Paul, A US Dollar Crises
10/25/08
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Raw Greed readers should pay special attention to the Fox Interview below where Texas Congressman Ron Paul speaks about a US Dollar crises.
<!----><object type="application/x-shockwave-flash" width="480" height="360" data="http://www.youtube.com/v/_qzUtPq8pLE&rel=1&color1=d6d6d...
The Collapse Of The Great British Pound
10/22/08
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The speed at which the Great British Pound is falling against the US Dollar is staggering.
Historically the GBP has fallen under 1.4 twice in the past 16 years. Current levels are a stark contrast to the levels set at the end of 2007 when the GBP traded a bit higher than 2.1. In less than a year th...
A Note of Appreciation
10/08/08
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Raw Greed readers may have noticed that a few of the graphical and plug-in glitches with the blog have been fixed. The changes were handled by Vladimir Prelovac, a Wordpress Services provider. I highly recommend Vladimir if you have any WordPress development needs.
Copyright © 2008 Online Investi...
FRE
FNM
Piling On The Debt
09/24/08
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The U.S. is currently racking up a massive amount of new debt. Here is the current tally taken by Alex Patelis, an economist at Merrill Lynch:
Treasury buying mortgage-related assets: $700bn
Potential supplementary stimulus package favoured by Democrats: $100bn
Insuring money market funds: $50bn
Tre...
WM
JPM
Credit Default Swaps, The Show Isn’t Over
09/16/08
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If you haven’t read my previous article, The Greatest Show on Earth, please do yourself a favor and give it a read.
In this post, I am going to expand on watching CDS (Credit Default Swaps) with banks. What CDS can tell you is how much money a person is willing to pay to insure the debt of a b...
GS
FRE
The Greatest Show on Earth
09/15/08
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I would like to say “the circus†in reaction to the title of the post, but sadly today we are looking at the collapse of Lehman Brothers (LEH) and the worsening of the current credit crises.
Currently out of the top 5 investment banking firms in the U.S., (Goldman Sachs (GS), Morgan Stanl...
SLW
PAAS
Fully Accountable
06/26/08
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The largest gripe that I’ve had with Wall Street Analysts is that they lack accountability. They flip-flop around their investment thesis and fundamental analysis of a situation. In my regard, the individual investor has many reasons to completely tune out all the noise that they hear and draw thei...
Hyperinflation Here We Come
06/17/08
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I started writing on the subject of hyperinflation almost 4 years ago. One definition of hyperinflation, offered by Wikipedia, is “a cumulative inflation rate over three years approaching 100%”. Investopedia defines hyperinflation as “Extremely rapid or out of control inflation.” Anyone who w...
CAF
FXI
Falling China Stock Prices
06/14/08
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In a follow-up to my article, Falling Stock Prices, I recommend investors to set their sights on China since there may be tremendous upside in the emerging economy. The Shanghai Composite Index (000001.SS) has fallen under 2900 from a high of over 6000. The current discount to previously sets high’...
AMZN
AXP
Falling Stock Prices
06/14/08
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Some of my readers have asked me if I would be afraid that the market would continue falling 50% or greater. I’m sure to their surprise my response has been “I hope so”.
It is human psychology that leads us to believe that buying in a market where prices are up 300% is safer than buying when th...
ABK
MBS
A Possible Economic Crash
06/12/08
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There are a number of startling factors for investors to consider when evaluating the possibility of a larger looming economic crises than our recent credit crises fueled by collateralized debt. A few authors have guessed that the majority of writedowns are now done and that the worst may be past us....
A Great Gold and Silver Hedge
06/07/08
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I’ve written previously about using financial stocks as a hedge against the falling price of gold and silver equities. Gold and silver stocks are currently rising over an unstable global financial climate, rising inflation and a falling dollar. As the financial environment attempts to stabilize, w...
How To Predict The Price Of Goods
05/17/08
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While everyone is focused on stagflation and the possibility of recession, I’m looking past that and toward an eventual recovery. In order to avert the possibility of a systemic economic collapse, the Fed is currently printing money at an alarming rate. The increase in the money supply means more d...
Gold and Silver Investing and Using Financial Stocks as a Hedge
05/01/08
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The USD Index looks like it may breach the 75 level, if this level is reached, I expect gold to trade under $800. A move by the USD Index nearing 80 levels would signal a major breakthrough for the USD. If we near 80 levels, I expect gold to trade between $600-$750.
A move by gold under $800 would l...
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