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Trimming the Hedges

It is my firm belief that major hedge funds will collapse, bringing about a Savings and Loan/long term capital management (LTCM)/Enron-style collapse in the financial markets. This is a raw-materials blog for making sense of the mess after it happens. Update: With the U.S. government debating on a $700 million bailout for the economy, this crisis has surpassed my wildest expectations, so my new prediction is that the U.S. will default on its loans for the first time in history. [09/24/2008]

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Trimming the Hedges | hedgefundcollapse.blogspot.com Reviews
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It is my firm belief that major hedge funds will collapse, bringing about a Savings and Loan/long term capital management (LTCM)/Enron-style collapse in the financial markets. This is a raw-materials blog for making sense of the mess after it happens. Update: With the U.S. government debating on a $700 million bailout for the economy, this crisis has surpassed my wildest expectations, so my new prediction is that the U.S. will default on its loans for the first time in history. [09/24/2008]
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Trimming the Hedges | hedgefundcollapse.blogspot.com Reviews

https://hedgefundcollapse.blogspot.com

It is my firm belief that major hedge funds will collapse, bringing about a Savings and Loan/long term capital management (LTCM)/Enron-style collapse in the financial markets. This is a raw-materials blog for making sense of the mess after it happens. Update: With the U.S. government debating on a $700 million bailout for the economy, this crisis has surpassed my wildest expectations, so my new prediction is that the U.S. will default on its loans for the first time in history. [09/24/2008]

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hedgefundcollapse.blogspot.com hedgefundcollapse.blogspot.com
1

Trimming the Hedges: January 2008

http://hedgefundcollapse.blogspot.com/2008_01_01_archive.html

The Mess That Greenspan Made. August may be a good model for January [Update 2]. Love em when theyre up, love em when theyre do. View my complete profile. Tuesday, January 22, 2008. August may be a good model for January [Update 2]. I thought about posting this yesterday. Jeremy Siegel's Yahoo Finance column, "Why Bernanke's Critics Have it All Wrong,". There’s an old saying in the market that banks lead us into recession and banks lead us out.". Thursday, January 17, 2008. No wait, make that $16 billion.

2

Trimming the Hedges: August 2007

http://hedgefundcollapse.blogspot.com/2007_08_01_archive.html

The Mess That Greenspan Made. The Fed Will Not Lower Rates. Countrywide Up on Rumor, Down on News? Their timing couldnt be any better. CFC the next sacrificial lamb? Flagged for future reference. Fed cuts rates and saves the world. The Sky Keeps Falling. Chicken Little Cries Again. Panic avoided. We live to trade another day. Stock. No one likes a chicken little, even when the sky r. Time to Short BSC, GS, JPM, MER, UBS, WM, BAC. Sowood fund Assets Gobbled Up by Citadel. View my complete profile. Supervi...

3

Trimming the Hedges: October 2007

http://hedgefundcollapse.blogspot.com/2007_10_01_archive.html

The Mess That Greenspan Made. 98% bet that Fed will lower fed funds rate 25bps t. 20 billion down the drain. just wait for the blow. Theyre all just treading water right now. View my complete profile. Tuesday, October 30, 2007. 98% bet that Fed will lower fed funds rate 25bps tomorrow. Quotes From Fed Officials on Economy. Friday, October 5, 2007. 20 billion down the drain. just wait for the blowback. Merrill, Citi, Bear Stearns, and JPMorgan write off a massive total of $20 billion.

4

Trimming the Hedges: Poole retires, Bullard on board

http://hedgefundcollapse.blogspot.com/2008/03/poole-retires-bullard-on-board.html

The Mess That Greenspan Made. Poole retires, Bullard on board. Trimming the Investment Firms. View my complete profile. Tuesday, March 25, 2008. Poole retires, Bullard on board. St Louis Fed Names Bullard to Succeed Retiring Poole (Update2). In a research paper titled ` A Model of Near-Rational Exuberance,' written in March 2007, and revised in January, Bullard and his co-authors said that too much reliance by economists and central bankers on their own judgment has drawbacks. Where Is the Next Bubble?

5

Trimming the Hedges: September 2007

http://hedgefundcollapse.blogspot.com/2007_09_01_archive.html

The Mess That Greenspan Made. Inflation level, but food and energy up. Well, the fed cut rates. Feds surprise move: Flip the discount and raise t. View my complete profile. Tuesday, September 18, 2007. Inflation level, but food and energy up. Since Feb/Mar 2007, when Bernanke said we should watch inflation, prices have gone up:. Yes, they are not in core consumer price index, but still, in march 2007, the CPI was .1. The last reading was .2. Well, the fed cut rates. Sept 18, 2007 - NY Times. And here's a...

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WILT: 200712

http://obsesscompulse.blogspot.com/2007_12_01_archive.html

What I Learned Today. Sophocles - cheap and easy. Final Draft - industry standard bloatware. Movie Magic Screenwriter - fan favorite. Celtx - independent new kid on the block. Scrivener - critic's favorite. Screenforge / MS Word macros - poor man's choice. Scriptware - member of the pack. Subscribe to: Posts (Atom). North Korea executes vice premier in latest purge: South. Gawker — Today's gossip is tomorrow's news. Collage New Music - Edward Cohen Memorial Concert. Kick Reitman When He’s Down.

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WILT: 200905

http://obsesscompulse.blogspot.com/2009_05_01_archive.html

What I Learned Today. We Live in Public. At first everybody's gonna like it. but then. the big brother aspects of the internet are going to become insidious to the point of madness.". Josh Harris, internet pioneer. SFW trailer (some nudity):. NSFW extended trailer (nudity, sex):. We live in public trailer. Subscribe to: Posts (Atom). North Korea executes vice premier in latest purge: South. Gawker — Today's gossip is tomorrow's news. Collage New Music - Edward Cohen Memorial Concert. Backup Mon March 21.

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WILT: 200809

http://obsesscompulse.blogspot.com/2008_09_01_archive.html

What I Learned Today. 21 years. You could even say more because it was 21 years since it was published. Gestational periods vary on a first born. So his baby grew up into a privileged college junior who probably took one of his own classes and showed up, feeling superior and special, clever and ironic, and pissed him off so much that when it graduated early he thought there was nothing more to do but hang himself. The question is as unanswerable as why it was born. DFW 2/21/62 - 9/12/08. The challenges f...

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WILT: 200801

http://obsesscompulse.blogspot.com/2008_01_01_archive.html

What I Learned Today. How trustworthy are Google Ads? Doublingstocks.com promises untold riches for only $47.00. For less than the price of a coffee machine, you can get daily picks of penny stocks that promise to break trend and move up drastically, according to Marl, an automated "stock picking robot" that scans the market, analyses trends, and picks only the best stocks poised to breakout in a matter of days. Want more? You can licence Marl outright for $28,000. Sound too good to be true? Apparently, ...

obsesscompulse.blogspot.com obsesscompulse.blogspot.com

WILT: We Live in Public

http://obsesscompulse.blogspot.com/2009/05/we-live-in-public.html

What I Learned Today. We Live in Public. At first everybody's gonna like it. but then. the big brother aspects of the internet are going to become insidious to the point of madness.". Josh Harris, internet pioneer. SFW trailer (some nudity):. NSFW extended trailer (nudity, sex):. We live in public trailer. Subscribe to: Post Comments (Atom). Collage New Music - Edward Cohen Memorial Concert. Backup Mon March 21. Min is a glass of oily cheese. Gawker — Today's gossip is tomorrow's news. We Live in Public.

obsesscompulse.blogspot.com obsesscompulse.blogspot.com

WILT: 200903

http://obsesscompulse.blogspot.com/2009_03_01_archive.html

What I Learned Today. Simple Rules for E-mail. The NY Times has a popular article explaining how to organize your inbox. I've also adapted David Alan's "Getting Things Done" to manage my inbox, and the techniques are easily applied to Gmail. Here are some of my time savers:. 1 Basics: An Empty In-Box, or With Just a Few E-Mail Messages? Read On, FARHAD MANJOO, March 4, 2009. Subscribe to: Posts (Atom). North Korea executes vice premier in latest purge: South. Kick Reitman When He’s Down.

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WILT: The Economy

http://obsesscompulse.blogspot.com/2008/09/economy.html

What I Learned Today. STATEMENT FROM SENATOR OBAMA ON THE SITUATION IN FINANCIAL MARKETS. September 15, 2008. This morning we woke up to some very serious and troubling news from Wall Street. Well now, instead of prosperity trickling down, the pain has trickled up – from the struggles of hardworking Americans on Main Street to the largest firms of Wall Street. STATEMENT BY JOHN MCCAIN ON THE FINANCIAL MARKETS. Monday, September 15, 2008. McCain's bullshit stinks more. Subscribe to: Post Comments (Atom).

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WILT: 200804

http://obsesscompulse.blogspot.com/2008_04_01_archive.html

What I Learned Today. Who do you want in charge of your budget? Mr Obama is spending 75 cents for every dollar he is taking in; Mrs. Clinton is spending $1.10. Subscribe to: Posts (Atom). North Korea executes vice premier in latest purge: South. Gawker — Today's gossip is tomorrow's news. Collage New Music - Edward Cohen Memorial Concert. Kick Reitman When He’s Down. Letter: SJC ruling strikes at Somerville family's hearts. Chestnut Hill Wegmans opening on schedule. Backup Mon March 21.

obsesscompulse.blogspot.com obsesscompulse.blogspot.com

WILT: 200805

http://obsesscompulse.blogspot.com/2008_05_01_archive.html

What I Learned Today. Edwards' politics are more in line with Obama's than any of the other candidates. This might be the worst of both worlds, with Hillary and Bill to contend with, Barack would find it difficult to make the changes in his administration he promises in his campaign. Plus, he has already categorized Hillary as a divider rather than a unifier. No, not the little girl). Bill may not be eligible for the number 2 spot. I'd have to check the constitution for that. Subscribe to: Posts (Atom).

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WILT: Blinkx video wall

http://obsesscompulse.blogspot.com/2009/05/blinkx-video-wall.html

What I Learned Today. HDMI Cable has different types of Cable like Ethernet HDMI Cable, High Speed HDMI Cable, and Standard HDMI Cable. Ethernet High Speed HDMI Cable. This improve your quality of electronic products. Subscribe to: Post Comments (Atom). North Korea executes vice premier in latest purge: South. Gawker — Today's gossip is tomorrow's news. Collage New Music - Edward Cohen Memorial Concert. Kick Reitman When He’s Down. Letter: SJC ruling strikes at Somerville family's hearts.

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Trimming the Hedges

The Mess That Greenspan Made. View my complete profile. Wednesday, July 29, 2009. It's in America's best interests for the dollar to depreciate. It will stimulate trade and demand for American goods. Don't be surprised if in a year or two the dollar to euro conversion rate is 2:1. Wednesday, September 24, 2008. Credit Crisis: Episode II: The Empire Strikes. The $700 billion bailout sets the stage for the third episode, Revenge of the Market Makers. Episode IV - A New Hope. Episode VI - Return of the Jedi.

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