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Doesn't Anybody Have An Itchy Finger Around Here?


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Posted

The set up is a hang-over from a liquidity binge. Sovereign bond issuance will drive sovereign govvie yields up, and weaker sovereign credits are going to get the divine hammer. Corporate credits, both IG and HY will follow as taxes rates rise. Any improvement in top line will likely be insufficient to avoid higher default rates. There will be little residual earnings, so equities will get the crushed.

 

Great summary...the rest of the article, well, not so much....

 

http://www.zerohedge.com/sites/default/files/What%20to%20Expect%20When%20Expecting.pdf

Posted

The set up is a hang-over from a liquidity binge. Sovereign bond issuance will drive sovereign govvie yields up, and weaker sovereign credits are going to get the divine hammer. Corporate credits, both IG and HY will follow as taxes rates rise. Any improvement in top line will likely be insufficient to avoid higher default rates. There will be little residual earnings, so equities will get the crushed.

 

Great summary...the reat of the article, well, not so much....

 

http://www.zerohedge.com/sites/default/files/What%20to%20Expect%20When%20Expecting.pdf

 

Makes sense. OTOH, the Fed has kept the juggler's balls twirling in the air before, for as long as 4-1/2 years, from March 2003 to October 2007 & it is possible they could do something like that again, once we reach some kind of double bottom from March 2009. Hankie and I are going to buy it if it hits SP 666, but it probably won't go that low again until after the major implosion that is years away I'll bet.

 

Zero Hedge is always bearish no matter what. They R right that the world economy does indeed s*ck in many ways. But then, as Doc reminds us, the stock market doesn't necessarily have anything to do with the economy.

Posted

Sell! Sell! Look! Dey Panickin!

 

MY GAWD MORTIMER!

 

He's RIGHT!

 

What he said! :rolleyes:

 

post-1110-12822502270097.jpg

Posted

That was a very, very funny movie. It was filmed right in my 'hood around Rittenhouse Square in Philly. The first scene with Eddie Murphy on his little rolling pallet was filmed on the sidewalk in front of the Curtis Institute of Music.

Posted

It really doesn't get much clearer than the old "double top" followed by a failed third assault on the "naughty-forty"

 

It's o-va in HY

 

Going to $20....in a multi-year decline

 

 

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Posted

Potash soliciting other bids...wants more than 7 times sales..(wtf)....stock ramping after hours...Eddie bought more....

 

Prediction: economy collapses 4th Q...everyone pulls their bids....Pot Hash implodes...

 

and on a side note...what in the wild west was Inhell thinking paying internut mania prices for a sheety virus software ? 1999 high? WTF !!!!! Macpaymeafee sucks...I use Trend Micro...

 

So now we have Tarp money filling up an empty warehouse with Duo Cores so InHell blows away their number...now Tarp money given to InHell to bid up probably the stoopedest thing I've seen since the nut mania for a ratsheet company...sorry...this whole "recovery" smells worse than a steaming pile of my neighbors German Shepherds "Heide's"..poo.... gently wafting in the morning dew...

 

Honestly..WTF did they pay a 60 % premium for ? This is lunacy...I'm sure many will say it's tin but "why" did they pay up that much...to draw more "humans" in ? Mind blowing when you look at what they paid..

Posted

CNBC Guest:

 

"At the end of the day, if everybody is buying bonds then everybody is buying bonds"

Whhhhhhhhaaaaaaaaaattttttttt??????????

 

Oh, to be a Crapvision guest. U get all the attention of tons of people, being on TV, without ever having to say anything worth hearing. Hopefully, they don't also pay these people.

Posted

Oh, to be a Crapvision guest. U get all the attention of tons of people, being on TV, without ever having to say anything worth hearing. Hopefully, they don't also pay these people.

 

They were a sorry sack of dog sheet today..really bad...and I do have a Ron Insane post coming...

Posted

Hi.

 

It's me again, Ron...You know Ron "the man" Insane...I got less than 15 seconds today for my 50k but that's cool.....I sheet 5 dollar bills... hahahahhahahaha....

 

Anyway...just wanted to say this is "the best generational buy and hope opportunity ever to present itself to YOU the morans...the sheeple....that I have seen ..................in MY LIFETIME!!!!"

 

Reality, it is, unreal,,,,,,,,,,,,,,,,,,,,,, I don't give rat's arse about you and (I was "told" what to say by Crapvision executives so foulk you and the horse you rode in on)....If you look back at 10 years ago to today...what do you see ????? Gain's ???? Flowers ???...Roses????.....................................LMAO!!!!!! ..but you know what?,.................

....I made money..............................LMAO!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!I Failed !!!!!!!!!!!!!!!!!!!hahahahahahahahahahaaha

 

 

idiots, please...follow me into the jaws of hell..make my day !!! I'm Insane...I write books !!! Message in a bottle and I got one today..... Buy !!!!!!( thanks Clint )....buy your arse off now cause it's now or Thunderdome!!!!....( we must buy..we must ) .... Off camera ...( oK f**k you jackass Pay me you Motherf**ker ).......

 

Maria:...................."Thanks Insane...........you are an expert!!! I'm excited folks...DELL is up 7 pershent....whoooo hoo the bottom and top line sure looks..............DELL is now down 5 peshent....we don't know what happened but Matt Nesthead is at the conference call...Matt???....."There was one ?"...."Thanks Matt back to Ron now....."...........

 

Ron?...."Folks we were down a pershent today................................" Prepare for the Fed's bullhorn ( hey it's ,,,,,,,,,,,,,,,,,,,,MY SHOW!!!).................................bald guy arrested that looks like uh....

Posted

....pershent....

 

BWHAHAHHAHA

 

That one always makes my skin crawl

 

How does that marble-mouth pig stay on the air

 

Gargle my moose balls Barf-a-romo

Posted

Bored and thinking about moving to Florida again

 

Looking at the stuff Boynton Beach area

 

Stuff is dropping like a rock

 

Practically giving 'em away

 

Well, almost

Posted

BWHAHAHHAHA

 

That one always makes my skin crawl

 

How does that marble-mouth pig stay on the air

 

Gargle my moose balls Barf-a-romo

 

TJ...it's like she has cotton jammed in her cheeks,,,,,between her and Cranit, they could invent a new language...I'd call it "spew"....

 

I swear Cranit is more audibly pleasant to the ears than the wilting flower of Crapvision....she is comical....Jimbo swallows his spit...Maria eats it....she goes out looking for it...( Please sir!!!!...I need your shpitt for my shhhow...ahhhhhh...thank you 100 pershent..!)

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