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Random Thoughts: What Does it All Mean?

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Rescue plan couldn't make it through Congress.

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Editor's Note: The following was posted in real time on our premium Buzz & Banter. It's being shared here for the benefit of the Minyanville community. See also Fighting the Good Fight, Band on the Run and Sniffing Out a Script.


Answers I Really Wanna Know... - 12:07 pm

  • Does anyone else think that this is nuckin' futz?

  • Define "Big" please?

  • What's a better vehicle to bet against the buck, FXY (Yen) or UDN (short dollar)?

  • You can lead a bank to liquidity but you can't make it lend?

  • If you Google "the process of price discovery," would you find a picture of our September to Remember?

  • While the banking survivors have been circled--JP Morgan (JPM), Wells Fargo (WFC), Bank America (BAC) and now, I suppose, Citigroup (C)--will Minyans please remind themselves that there's a difference between a good company and a good stock?

  • For didn't we have the same conversation about Research in Motion (RIMM) when the stock was twice the price of current levels?

  • Is there a rule regarding the suspension of Judaic Habeas Corpus?

  • In other words, is it kosher for me to do live TV tomorrow morning before attending services with me Moms?

  • Aw come on, haven't we learned that a little levity goes a long way?


Hank is Moody! - 1:05 pm

  • We said it on Friday and we'll say it again. If there are two things I know for certain, it's that people on ludes should not drive and politics and derivatives don't mix.

  • There are two primary points of concern: structural and psychological. The former is a function of the interwoven financial fabric and the latter matter is faith in the former free-market system.

  • Particularly given how haphazard the political decision-making process has been.

  • My crude stab was stopped out for a small loss, so you know. Discipline over conviction as we find our way through this process of price discovery.

  • If I had the back of an envelope, I would venture to guess that it would sorta align with VXO 70. I'm not in the "let's draw a line in the sand" business but as we've discussed it, I wanted to circle back to it.

  • On the bright side, Californication has started the new season. So at least we've got that going for us.

  • The wild-card in this equation? I know, loaded question but here goes. Redemption Songs. There will be far fewer hedge funds going forward and the unwinding of that risk--on top of the obvious big bank culprits--hasn't been discussed much by the media.

  • Or should I say, the mainstream media. In that vein, we humbly ask ye faithful to help us spread the good word. The Minyanville content is our very best (and only)advertising and if you're finding it of value, please tell two friends. You know, it's the whole Faberge thing...


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