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Best of the Exchange: Crude, Inflation and Market Meltdowns


Minyans make sense of oil and recent market action.

With the launch of The Exchange, Minyans now have a forum in which to express their viewpoints, comment on articles and meet other like-minded financial souls. Minyanville publishes "A Best of the Exchange" each Friday to highlight the many insightful posts and discussions going on behind the scenes.

Become part of The Exchange and let your voice be heard!

(Editor's Note: Some of the following posts may have been modified slightly from their original form.)

Prof. Mr. Practical commented on deflation and inflation in How the Bubble Bursts. Heated debate followed.

Minyan Terry:
To me it seems that the deflation we face today is a result excess capacity which was the result of an excess in the money supply which was fostered by low interest.

Minyan Richard: This is precisely the problem. We're seeking to place blame. Greenspan wasn't that bad, and money wasn't that loose in the 90's.

Minyan Bob: The false axiom that says "printing money causes inflation" implies that printing more money somehow magically raises wages and prices, the the two antagonists for inflation. This rote thinking is the metaphorical wool covering most people's eyes.

Prof. Jeffery commented on IndyMac Bank in IndyMac: Too Big to Fail? Minyans weighed in.

Minyan Carlos:
In respect to insurers, they need to keep and save all the cash possible including stop paying dividends, deleverage AGGRESSIVELY from all their risky liabilities specially those CDS-CDO's, RMBS-ABS of uncertain value, in order to remediate their book values.

Minyan Andrew: Everything I have heard about IndyMac executives mirrors your comments. IndyMac was innovative throughout the boom in its ability to vertically integrate its business lines and tap the capital markets.

Minyan Eric:
As a former employee of Indymac Bank, I can say that this company did NOT in fact have a large portion of its assets in either subprime or option ARMs.

Prof. Sedacca commented on 25 Reasons to Remain Cautious. A discussion ensued.

Minyan Mr. Bacan:
Thank you for posting the facts. It helps to have someone else agree with what you have been observing. Keep up the good work.

Minyan Popo:
You must be kidding. What part about reading a balance sheet do you not understand. The move that is preparing to take place in financials is nothing short of epic.

Minyan Adan: I frequently find myself reminding myself of some version of your last sentence, including today :-)
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