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Answers I Really Wanna Know: Did the Fed Bail Out JPMorgan?


Bear Stearns may not have been the real target.

  • What if the March 17th Federal Reserve bailout wasn't aimed at Bear Stearns (BSC)?

  • What if it was actually a bailout of JP Morgan (JPM)?

  • For instance, what if billionaire Joe Lewis had a "knock out" provision on his Bear Stearns exposure?

  • And JP Morgan was the counter-party on that transaction?

  • Could it be that JP Morgan was responsible for listing-and trading-the out-of-the-money puts in Bear Stearns?

  • Is that why we never saw an investigation of that outsized activity?

  • If you perceive a 70% chance that Fannie Mae (FNM) goes to zero and a 30% chance that it zooms to $100 (in front of the election with the Federal Reserve blowing in its sails), how would you position yourself?

  • If TiVo (TIVO) crowed Madison Avenue out of television and satellite is doing the same to radio, aren't video games (and massive multiplayer online games) the next intuitive advertising spend?

  • Isn't that ample motivation for Electronic Arts (ERTS) to up its bid for Take-Two (TTWO)?

  • Or, extending that logic to the next generation media landscape, wouldn't Microsoft (MSFT) pay up for Yahoo (YHOO)?

  • Speaking of which, have you turned your kids on to Minyanland yet?

  • Is the widespread perception that Microsoft will deploy its capital in another manner-such as Facebook, where it's currently kicking the tires-the root cause of its heavy action?

  • If the company turns its attention inward and announces a massive buy-back, won't the shorts be left holding the bag?

  • What is this bag and why are so many people constantly grasping at it?

  • Y'all see the lower highs in the drillers despite incessant all-time highs in crude?

  • Isn't that the textbook definition of a negative divergence?

  • Have I communicated to thy faithful that I'll be out of the office tomorrow, first for a funeral and then for a wedding?

  • If you only see your family for weddings and funerals, isn't it high time that changed?

  • In ten years, will we look back at this period and rationally conclude that the U.S. was the credit engine rather than the growth engine?

  • What if that engine room finds more steam?


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No positions in stocks mentioned.

Todd Harrison is the founder and Chief Executive Officer of Minyanville. Prior to his current role, Mr. Harrison was President and head trader at a $400 million dollar New York-based hedge fund. Todd welcomes your comments and/or feedback at

The information on this website solely reflects the analysis of or opinion about the performance of securities and financial markets by the writers whose articles appear on the site. The views expressed by the writers are not necessarily the views of Minyanville Media, Inc. or members of its management. Nothing contained on the website is intended to constitute a recommendation or advice addressed to an individual investor or category of investors to purchase, sell or hold any security, or to take any action with respect to the prospective movement of the securities markets or to solicit the purchase or sale of any security. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional. Minyanville writers and staff may trade or hold positions in securities that are discussed in articles appearing on the website. Writers of articles are required to disclose whether they have a position in any stock or fund discussed in an article, but are not permitted to disclose the size or direction of the position. Nothing on this website is intended to solicit business of any kind for a writer's business or fund. Minyanville management and staff as well as contributing writers will not respond to emails or other communications requesting investment advice.

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