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RCM Comment: Update on the FASB decision: Where impaired assets losses are concerned, FASB has caved in and is not requiring immediate write offs for the full amount. Instead, banks must write off the part that is impaired because it was a bad asset, but the rest that is impaired because of market conditions (as determined by the bank) is […]
Nassim Taleb: A brilliant analogy explaining the absurd and fraudulent idea of changing the mark to mark (MtoM) rules for banks. As the theory goes, under the MtoM rules of today banks are forced to use current prices to value assets they intend to hold long term. The proponents of a rule change blubber that this is unfair because the […]
Ron S. Geffner of Sadis & Goldberg LLP talks about hedge funds and regulation. Very interesting topics covered, specifically how the systematic risk a hedge fund poses to the market in general should effect regulation. For more information on Ron email him at [email protected] or visit www.hedgefundworld.com. A great watch for anyone who is interested hedge funds and the future […]
RCM Comment – Gary Rosenthal: Examine the Total Credit Market Debt vs. GDP chart below and you will quickly realize why all of the government’s bailout programs are paper tigers and are destined to miss their intended mark by a wide margin. The credit collapse of 1929-30 did not hit bottom until the early 1950s. The strong U.S. economic expansion […]
RCM Comments: With all the noise about bailouts and payouts and market rallies, I’m afraid you may be distracted from perhaps the most important story brewing. We have highlighted in these pages more than once over the last few months the importance of the movement coming from China to impose its will on the world financial community. Please read these […]
I don’t want to turn this into Hedge Fund Comedy Central, but this one was too good to pass up 🙂
RCM Comment: So, the debate continues to rage: Is this a dead cat bounce or the beginning of the next bull market? Next week’s action will be very telling due to a confluence of events sure to impact traders. The G20 meeting this weekend (bound to focus on currency manipulation), supposed start of the TALF program, and options expiration on […]
RCM Comment: The following explanation, while a little esoteric, offers unparalleled insight into a major component of the credit crisis: Karl Denninger- I buy a CDS on GE (a few weeks ago) for a couple hundred basis points ($200,000 per $10 million)The SELLER of that CDS protects against possibly having to pay by shorting whatever he can against that short […]
