tag:blogger.com,1999:blog-4863014635257598503.post8161146957624019044..comments2024-02-27T22:18:53.706-05:00Comments on Zero Hedge: Overallotment: April 6Tyler Durdenhttp://www.blogger.com/profile/00165439451205639523noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-4863014635257598503.post-7997410762588735702009-04-06T23:43:00.000-04:002009-04-06T23:43:00.000-04:00Rosenberg sounds bullish in his report today.http:...Rosenberg sounds bullish in his report today.<BR/><BR/><BR/>http://www.gpcresearch.ml.wallst.com//common/emailLink/pdf.asp?SSS_7B691A58C53C5AC68B15ABA838002BBE&pdf=pdf/North_America_Morning_Market_M.pdfAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-24148071085310668492009-04-06T23:40:00.000-04:002009-04-06T23:40:00.000-04:00~Excellent video of William Black.I really hope he...~<BR/><BR/>Excellent video of William Black.<BR/>I really hope he can dig his teeth into this like he did during the S&L crisis.<BR/><BR/>http://www.pbs.org/moyers/journal/04032009/watch.html<BR/><BR/><A HREF="http://www.pbs.org/moyers/journal/04032009/watch.html" REL="nofollow"> video, right click-->Open in New Window </A>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-2977175468215904862009-04-06T23:36:00.000-04:002009-04-06T23:36:00.000-04:00From the Times Online article:Nouriel Roubini, cha...From the Times Online article:<BR/>Nouriel Roubini, chairman of RGE Monitor, expects bad debts from US-originated assets to reach $3.6 billion by the middle of next year. <BR/><BR/>$3.6B doesn't sound very bearish :pJoe Rawlingshttps://www.blogger.com/profile/04865835508366889631noreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-59908834513794079922009-04-06T22:18:00.000-04:002009-04-06T22:18:00.000-04:00Doug Kass 2009 = Jessie Livermore 1931.Made a lot ...Doug Kass 2009 = Jessie Livermore 1931.<BR/><BR/>Made a lot of money on the initial down leg.Five years later -bankrupt <BR/><BR/>I think Doug Kass called the bottom for housing in December <BR/>2008. I also think he said the markets would be down 10% in 2008. His call on LEH was correct. <BR/><BR/>However guys like Rosenberg,have been calling it more right than wrong, for what seems like an eternity. Guys like Doug Kass just don't seem to understand that we are short about $6T-$10T. AAd the ramifications of being offside to the tune of trillons of dollars ain't going to be pretty. <BR/><BR/>It was 25 years before the highs of 1929 were revisted.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-40006494369986960902009-04-06T22:17:00.000-04:002009-04-06T22:17:00.000-04:00Kass and cramer enough said. How is that no wage g...Kass and cramer enough said. How is that no wage growth and all the job giveback since 2001 and kass is still using an S&P peak number from the debt induced haze. EPS on the 500 was in the $40-50 range in '98-99 range . For comparitive purposes it fdropped down to $20 or so in 2001. As a refresher estimates for this year were in the $100-$115 range. Kass analysis is so lacking and sophmoric it is embarrasing. I'll leave aside his tobins Q garbage.Snoreply@blogger.com