During the Eisenhower Administration Nixon was sent on a good will trip to Chile. He came home embarrassed after people started throwing stones at his limo...
There is no shortage of high level people seeking to be President. Amid the hype none of them have anything to offer other than a pretty face and some well...
ISM data showing expansion, with durable goods plunging 7%? They are making stuff and nobody is buying it..that would explain the jump in inventories from 39...
Al Marchione
almarchione@...
Mar 1, 2007 3:50 pm
25171
Eric, We are still not getting through here...this was sent last night. Are the knobs at "Thought Control" still at it? Al ... From: Al Marchione To:...
Al Marchione
almarchione@...
Mar 1, 2007 4:33 pm
25172
Craig, It looks like the ugly face of the PPT is showing itself. Bonehead Ben coming out with "soothing" comments, ex-Goldman, now poltical, puppet Paulson...
Al Marchione
almarchione@...
Mar 1, 2007 6:25 pm
25173
Surprise, surprise...the Assistant Treasury Secretary, Mr. Emil Harris, resigns according to the WSJ. He lead the effort to rein in Fannie Mae and Freddie Mac...
Al Marchione
almarchione@...
Mar 2, 2007 12:06 am
25174
... From: Al Marchione To: kondratyev@yahoogroups.com Sent: Thursday, March 01, 2007 10:50 AM Subject: Re: [kondratyev] Housing Collapse... ISM data showing...
Craig, I just got my New Yorker, but have not had time to read the article. Hersch jumps around a bit and has been writing about invading Iran for a while. ...
Al, So you are saying buying the house next door to me is probably a bad idea? Some time back I wrote a piece about the size of China vs. the potential export...
This just about nails it, no other theories of financial markets necessary. Regards, William _________________________________________________________ ...
William, I noticed Crawford gets bearish on Wednesday not Monday? $5000 a year. I need to hire his people for marketing. Kondratyev is a far better theory...
Eric and anyone who knows...... Today sold the domain name betterjob.com to some guy in turkey. I guess he thinks he will make money with it.......cause the...
Ron, Ads. Get your hit rate up and you can coin money. Of course, Yahoo and Google also sell products to OEMS for search engines and other stuff. Eric Von...
Eric N this .......I started to think about this last weekend and so far it has
been pretty good. As you know every day we generate the pressure numbers for...
Craig, New Century now joins Fannie Mae and Freddie Mac...all facing bankruptcy. You got to love the "Perfect Storm" in the U$/Bond the last few days. The rush...
Al Marchione
almarchione@...
Mar 5, 2007 2:58 pm
25185
If the Yen keeps strengthening it will act like a global margin call on the big investment houses, I wouldnt be surpised to see a big investment bank call for...
Craig Tindale
ctindale@...
Mar 5, 2007 11:53 pm
25186
Good point Craig, now that the Yen-carry, margin accounts and home mortgages are "marked-to-market" the death spiral begins... I guess the new ticker symbol...
Al Marchione
almarchione@...
Mar 6, 2007 1:09 am
25187
Al, You missed one on your list of horrors - a war. And now we might get two. Eric Von Baranov, CEO Kondratyev Theory Letters _____ From:...
and maybe a currency crisis, as it turns out one of the largest holders of Mortgage Backed Securities is the Chinese central bank, they bought $100B of them...
Craig Tindale
ctindale@...
Mar 6, 2007 3:25 pm
25189
Eric, You're right, my apologies. After the reaction by CNN's O'Brien duo, it seems the negative aspects of war(s) are... funny(?) I could round out the list...
Al Marchione
almarchione@...
Mar 6, 2007 3:33 pm
25190
Eric How do they coin money with this? My betterjob.com site had very little traffic until I made a few changes
that made it more interesting. All that this...
GMAC junk...sorry, high yield bonds, getting slammed..some of the most active ones are down over 3% this morning... Al ... From: Craig Tindale To: 'Eric Von...
Al Marchione
almarchione@...
Mar 6, 2007 4:21 pm
25192
Guys I have been told that the CMO's that Fannie may has out there are small
compared to the CFO's issued by our corporations. If this becomes a problem
the...
Ron, Therein lies the link to the stock market...the derivatives-based leveraging which has gone to the extreme (up to 10 times) has been wound up so tight...
Al Marchione
almarchione@...
Mar 6, 2007 8:01 pm
25194
I opted out of any and all money market funds a year ago when I noticed they were heavily into all sorts of mortgage backed securities. FDIC insured bank...
Great article William, I can see the headline now... Plankton Ponzi scheme leads to Minsky-style meltdown! They just would not listen.... Bonehead Ben is at it...
Al Marchione
almarchione@...
Mar 7, 2007 12:21 am
25196
Ron, It is a nice looking site as these things go. Index pages are popular. I can only assume he is getting click through revenue from the sites that are ...
Locally, we have a reporter from the main newspaper who fills in on talk radio. A couple of weeks back he had a discussion on the press and the impact of...
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