BLOG.JMHAMILTONPUBLISHING.COM: Monthly Archives for July 2010

NO MORE AFGHANISTANS

Posted by J.M. Hamilton Blog at 7/31/2010 2:50 PM | Add Comment

"The U.S. is closer to a Japanese-style outcome today than at any time in recent history."

Posted by J.M. Hamilton Blog at 7/31/2010 10:21 AM | Add Comment

Why Should a Foreign Insurance Carrier Enjoy a Competitive Advantage, and a Tax Holiday, Versus a U.S. Insurance Carrier? Could the U.S. Finally Be Exerting It's Economic Muscle/Leverage Over Foreign Multi-Nationals, and Global Arbitrage? Lets Hope!

Posted by J.M. Hamilton Blog at 7/31/2010 10:07 AM | Add Comment

Platinum Parachutes

Posted by J.M. Hamilton Blog at 7/31/2010 10:06 AM | Add Comment

"Helicopter Ben"??? Quantitative Easing (QE) Does Nothing to Spur the Economy, if Banks Won't Lend or Make Financing Attractive, or If Consumers or Small Business are Heavilly Indebted.... QE does, however, Enrich Banks!

Posted by J.M. Hamilton Blog at 7/31/2010 6:49 AM | Add Comment

A substantial portion of the Wyly brothers’ money has been stowed for years in a complex web of offshore companies and trusts whose purpose is to minimize the tax bills, according to a 2006 Congressional investigation into tax havens.

Posted by J.M. Hamilton Blog at 7/31/2010 6:31 AM | Add Comment

Statistical Revsions in GDP...

Posted by J.M. Hamilton Blog at 7/31/2010 6:30 AM | Add Comment

"Recent reports from Fed policy makers suggest the central bank has become increasingly worried about where the economy is headed."

Posted by J.M. Hamilton Blog at 7/31/2010 6:29 AM | Add Comment

“People 50 and below should change their planning now to incorporate a benefit cut,” said Laurence J. Kotlikoff, an economics professor at Boston University.

Posted by J.M. Hamilton Blog at 7/31/2010 6:11 AM | Add Comment

DPI is Flat...

Posted by J.M. Hamilton Blog at 7/30/2010 7:02 PM | Add Comment

Deleverage & Deflation

Posted by J.M. Hamilton Blog at 7/30/2010 7:01 PM | Add Comment

“By concealing that the entities making the sales were under the control of the Wylys, other investors paid inflated prices for the shares they sold,” Mr. Reisner said.

Posted by J.M. Hamilton Blog at 7/30/2010 7:00 PM | Add Comment

“I think it’s too far gone to salvage.”

Posted by J.M. Hamilton Blog at 7/30/2010 6:59 PM | Add Comment

Republicans Play Politics with Jobs and the Economy. It Appears that the Republican Party's Deep and Abiding Affinity for Business Does Not Include Smaller Businesses, Who Can't Afford to Write the Big Campaign Contribution Checks....

Posted by J.M. Hamilton Blog at 7/30/2010 6:13 AM | Add Comment

The Conservatism of the Roberts Court

Posted by J.M. Hamilton Blog at 7/29/2010 9:56 PM | Add Comment

DEFLATION! Some Fed Members Still Say It Doesn't Exist.... Have those same members Examined the Free Fall in Home Prices?

Posted by J.M. Hamilton Blog at 7/29/2010 9:35 PM | Add Comment

Is Mr. Gates Upset over the Leak and the Possible Threat It Poses to Americans and our Allies, Or is Mr. Gates Embarrassed Over the Billions the U.S. Pours Into Pakistan, Who Then Turns Around and Provides Aid and Comfort to Our Enemies???

Posted by J.M. Hamilton Blog at 7/29/2010 9:32 PM | Add Comment

"Unusually Uncertain," outlook cited by Bernanke.

Posted by J.M. Hamilton Blog at 7/29/2010 9:20 PM | Add Comment

But they did such a Great Job with U.S. Bank Reform....

Posted by J.M. Hamilton Blog at 7/29/2010 9:13 PM | Add Comment

Wait a Minute... You Mean Citi, Which is Still Obligated to the U.S. Taxpayer (via TARP), is Going to Pay the U.S. Government Taxpayer Money for Its Crimes? Why Not Take the Money Out of Executive Bonus Monies? It might mean something then.

Posted by J.M. Hamilton Blog at 7/29/2010 9:05 PM | Add Comment

"It was creating a modern state, a modern democracy in Afghanistan with limited resources," Holbrooke said of President George W. Bush's goals.

Posted by J.M. Hamilton Blog at 7/29/2010 8:58 PM | Add Comment

What Kind of Market Makes Excessive Profits in the Face of a Glut of Supply, and a Sharp Decrease in Demand???..... Um, That Would be an Unregulated Oligopoly or Monopoly!

Posted by J.M. Hamilton Blog at 7/29/2010 8:36 PM | Add Comment

Why Indeed? Meanwhile the U.S. Pays Pakistan to Support the Taliban and Destabilizing Forces in the Region...

Posted by J.M. Hamilton Blog at 7/29/2010 8:33 PM | Add Comment

Manufacturing expanded in most regions. However, half of them — New York, Cleveland, Kansas City, Chicago, Atlanta and Richmond — reported that activity had “slowed” or “leveled off.”

Posted by J.M. Hamilton Blog at 7/28/2010 7:54 PM | Add Comment

One in four Texans is Uninsured

Posted by J.M. Hamilton Blog at 7/28/2010 7:46 PM | Add Comment

General Mattis: “I think that is the approach, Senator.”

Posted by J.M. Hamilton Blog at 7/28/2010 7:43 PM | Add Comment

$8.7 Billion, Allocated for Construction, Unaccounted For in Iraq!

Posted by J.M. Hamilton Blog at 7/28/2010 7:40 PM | Add Comment

Updating the Case Shiller 100 Chart & Forecast - By Barry Ritholtz - July 28th, 2010

Posted by J.M. Hamilton Blog at 7/28/2010 7:24 PM | Add Comment

Goldman Barraged with Multiple Civil Suits, In Multiple Jurisdictions, Over Abacus.

Posted by J.M. Hamilton Blog at 7/28/2010 7:20 PM | Add Comment

Wall Street Hedges Its Political Capital and Lays Down 50/50 for Repubs/Dems!

Posted by J.M. Hamilton Blog at 7/28/2010 7:19 PM | Add Comment

Afghanistan Calls America on Turning a Blind Eye on Pakistan's Support for Terrorist Groups....

Posted by J.M. Hamilton Blog at 7/28/2010 7:18 PM | Add Comment

As Predicted by this Blog.... Hayward Leaves, Post-Capping of the Spill...

Posted by J.M. Hamilton Blog at 7/27/2010 5:41 PM | Add Comment

If, As Argued Below, America is About to Incurr the Greatest Tax Increase in History... Couldn't the Reverse Be Argued?

Posted by J.M. Hamilton Blog at 7/27/2010 5:25 PM | Add Comment

Case-Shiller

Posted by J.M. Hamilton Blog at 7/27/2010 5:12 PM | Add Comment

"Falling consumer confidence and the growing likelihood of a double-dip in house prices have put a further dent in the already deteriorating outlook for consumption growth."

Posted by J.M. Hamilton Blog at 7/27/2010 5:09 PM | Add Comment

Fox Volunteers to be in Charge of the Hen House...

Posted by J.M. Hamilton Blog at 7/27/2010 5:08 PM | Add Comment

"For me a double-dip is another recession before we've healed from this recession ... The probability of that kind of double-dip is more than 50 percent," Shiller said.

Posted by J.M. Hamilton Blog at 7/27/2010 5:06 PM | Add Comment

A Public Service Message from the N.F.L.

Posted by J.M. Hamilton Blog at 7/27/2010 6:00 AM | Add Comment

The Economist: The latest Big Mac index suggests the euro is still overvalued

Posted by J.M. Hamilton Blog at 7/26/2010 7:59 PM | View Comments (1) | Add Comment

The Economy very well May take off again, when Obama is Re-Elected... Until then, Monied Interests May Play Politics with the Economy and Employment!

Posted by J.M. Hamilton Blog at 7/26/2010 7:45 PM | Add Comment

Cassano Returns to the Spot Light, And Not a Moment Too Soon!

Posted by J.M. Hamilton Blog at 7/26/2010 7:43 PM | Add Comment

SOVEREIGN FRAUD: "France and Germany have led efforts to weaken rules proposed by the committee... , concerned that their banks and economies won’t be able to bear the burden of tougher capital requirements until a recovery takes hold."

Posted by J.M. Hamilton Blog at 7/26/2010 7:37 PM | Add Comment

From PIMCO, Mr. Clarida

Posted by J.M. Hamilton Blog at 7/26/2010 7:32 PM | Add Comment

This Story/Leak Goes to the Reality Facing America, NATO, and China: How to Stop Terrorist States with Nukes (e.g. Pakistan!)? The U.S. Should Have Never Squandered Nearly a Decade in Afghanistan; It Should Have Focused on Pakistan!

Posted by J.M. Hamilton Blog at 7/26/2010 7:22 PM | Add Comment

DEMOCRACY FOR SALE: Dems Attempt to Block the Roberts Court, Over Undisclosed, and Unlimited, Campaign Contributions!

Posted by J.M. Hamilton Blog at 7/26/2010 7:21 PM | Add Comment

In the short run, cutting expenses (laying off work force), is a way to report Increased Profits; BUT at the Macro Level, and in the medium term and longer run, Is the Private Sector, essentially, laying off top line growth?

Posted by J.M. Hamilton Blog at 7/26/2010 7:18 PM | Add Comment

“About 40 percent of the oxygen that you and I are breathing right now comes from the algae in the oceans.”

Posted by J.M. Hamilton Blog at 7/26/2010 7:17 PM | Add Comment

"Nonetheless, senior lawmakers say they have no doubt that Pakistan is aiding insurgent groups."

Posted by J.M. Hamilton Blog at 7/25/2010 7:34 PM | Add Comment

"The secret documents, released on the Internet by an organization called WikiLeaks, are a daily diary of an American-led force..."

Posted by J.M. Hamilton Blog at 7/25/2010 7:29 PM | Add Comment

Can Mr. Blankfein at Goldman Be Far Behind?

Posted by J.M. Hamilton Blog at 7/25/2010 11:39 AM | Add Comment

"We have changed so little from the 2008 failure. Risks have, if anything, increased because of our unwillingness to face up to our problems."

Posted by J.M. Hamilton Blog at 7/25/2010 8:53 AM | Add Comment

"In a stroke, a hedge fund manager here named Anthony Ward has all but cornered the market in cocoa."

Posted by J.M. Hamilton Blog at 7/25/2010 8:11 AM | Add Comment

Republican Party Fairy Tale: The Bush Tax Cuts!

Posted by J.M. Hamilton Blog at 7/25/2010 8:02 AM | Add Comment

Proably the Key Reason to Keep Obama in Office, A Rabidly Reactionary Roberts Court....

Posted by J.M. Hamilton Blog at 7/25/2010 8:00 AM | Add Comment

"The Bloomberg poll found Americans blaming Bush more than Obama for the budget deficit and unemployment."

Posted by J.M. Hamilton Blog at 7/24/2010 5:57 PM | Add Comment

JUNGLE UBER ALLES! An Unusual Sense of "Principals," as Described Below, Apparently Includes the "Mistaken" Ability: to Set Up Clients, While Placing Bets Against Same Clients, and almost, Single Handedly Bringing Down the World Economy!

Posted by J.M. Hamilton Blog at 7/24/2010 10:24 AM | Add Comment

"Thanks in no small measure to the mischievous trashing of so much of the world's paper money, conspicuously including the once-almighty dollar, gold has been on a tear, shooting up some fivefold in value since 2002."

Posted by J.M. Hamilton Blog at 7/24/2010 8:54 AM | Add Comment

Private Equity's KKR Not Fairing So Well on the Street, with Its I.P.O.

Posted by J.M. Hamilton Blog at 7/24/2010 8:43 AM | Add Comment

"That's bad news for home builders, who already have big troubles, as June's reports on housing starts, existing-home sales, building permits and unsold-home inventories showed."

Posted by J.M. Hamilton Blog at 7/24/2010 8:33 AM | Add Comment

"Last September, the Wall Street Journal reported that the Fed was preparing a tough set of pay guidelines for big financial firms to follow. Ten months later, we are still waiting for them to be announced and implemented."

Posted by J.M. Hamilton Blog at 7/24/2010 8:20 AM | Add Comment

The Complicity between Goldman, The Fed, and Treasury is Staggering!

Posted by J.M. Hamilton Blog at 7/24/2010 8:08 AM | Add Comment

“It is a very serious test,” Franz-Christoph Zeitler, a member of the executive board of the Bundesbank, Germany’s central bank, said at a news conference in Frankfurt. He called criticism of the tests “premature.”

Posted by J.M. Hamilton Blog at 7/24/2010 8:06 AM | Add Comment

“If I had it to do over again, I’d do some things in my career differently, but not many. I believed in people and I still believe in them. I trusted and I still trust. I cared and I still care. I wouldn’t have had it any other way."

Posted by J.M. Hamilton Blog at 7/24/2010 8:05 AM | Add Comment

"Our experience in southwestern Pennsylvania suggests that this cannot possibly be true.”

Posted by J.M. Hamilton Blog at 7/24/2010 8:03 AM | Add Comment

Retro Blog: Mark to Make-Believe Accounting - FASB Caves!

Posted by J.M. Hamilton Blog at 7/23/2010 8:10 PM | Add Comment

(Goldman) denied gaming values to get a massive payout and said Goldman got no special benefit from AIG's bailout.

Posted by J.M. Hamilton Blog at 7/23/2010 7:35 PM | Add Comment

The Efficacy of Prohibition? Mexico at War!

Posted by J.M. Hamilton Blog at 7/23/2010 7:33 PM | Add Comment

E.U. White Wash: “It strikes me that the scenarios being tested aren’t particularly tough,” Blanchflower said. “What if it’s much worse than that? There are too many questions and it doesn’t look that convincing.”

Posted by J.M. Hamilton Blog at 7/23/2010 7:28 PM | Add Comment

Who Profits from Holding Back Tengiz Oil Supply from the World Market? Answer: That would be OPEC and Big Oil...

Posted by J.M. Hamilton Blog at 7/23/2010 6:16 PM | Add Comment

"The central bank now owns mortgage securities with a face value of $1.1 trillion."

Posted by J.M. Hamilton Blog at 7/23/2010 6:15 PM | Add Comment

"Anadarko has said that publicly available information suggests that BP may have been grossly negligent or engaged in willful misconduct, which could release Anadarko from any obligation to contribute."

Posted by J.M. Hamilton Blog at 7/23/2010 6:14 PM | Add Comment

"The bank (Citigroup) handed out several hundred million dollars in pay in 2008 as it struggled to stay afloat."

Posted by J.M. Hamilton Blog at 7/23/2010 6:13 PM | Add Comment

By Drawing Attention to a War without End, A War Barely On Most American's Radar, Stanley McChrystal May End Up Yet, A Singularly Great American Hero, But for Reasons He may have Never Dreamed Of... - J.M.H.

Posted by J.M. Hamilton Blog at 7/23/2010 5:36 AM | Add Comment

As Predicted by this Blog In Feb - Contigency Fees Would Begin Again, In the Insurance Brokerage Community

Posted by J.M. Hamilton Blog at 7/22/2010 8:01 PM | Add Comment

"Do low inflation and interest rates necessarily translate into high P/Es?"

Posted by J.M. Hamilton Blog at 7/22/2010 6:45 PM | View Comments (1) | Add Comment

Flush with Taxpayer Money, GM Buys a Subprime Lender...

Posted by J.M. Hamilton Blog at 7/22/2010 6:36 PM | Add Comment

“Sovereign and bank risks had become interwoven in markets’ eyes, and the stress tests will go some way toward alleviating fears that weakness in banks is going to undermine sovereigns,” said David Page, at Investec Securities in London.

Posted by J.M. Hamilton Blog at 7/22/2010 6:24 PM | View Comments (1) | Add Comment

AFGHANISTAN. NATION BUILDING??? With an unemployment/underemployment rate of 20% or Greater, Perhaps our Elected Leaders Could do a Little Nation Building Here in the U.S.

Posted by J.M. Hamilton Blog at 7/22/2010 5:55 AM | Add Comment

An Inverted Yield Curve?

Posted by J.M. Hamilton Blog at 7/21/2010 7:18 PM | Add Comment

$2.3 TRILLION...

Posted by J.M. Hamilton Blog at 7/21/2010 6:52 PM | Add Comment

“Investors are just very nervous right now.”

Posted by J.M. Hamilton Blog at 7/21/2010 6:47 PM | Add Comment

“Because of this law, the American people will never again be asked to foot the bill for Wall Street’s mistakes,” Mr. Obama said. “There will be no more taxpayer-funded bailouts. Period.”

Posted by J.M. Hamilton Blog at 7/21/2010 6:40 PM | Add Comment

Attempts to Fight A Regulatory Review Fell Through in the Courts, So Now Big Oil Wants to Act Like Good Corporate Citizens...

Posted by J.M. Hamilton Blog at 7/21/2010 6:31 PM | Add Comment

The Fed Can Dump All the Money It wants Into the Banks, but As We can See from Shadow Government's M3 Charts, The Stimulus Is Not Making It Beyond Bank Vaults, Hedge Funds, Private Equity and the Purchase of Sovereign Debt...

Posted by J.M. Hamilton Blog at 7/21/2010 6:21 PM | Add Comment

Here's a Stimulus Concept: How About Shift All the Toxic Assets off the Feds Balance Sheet, and Back on to the Banks Balance Sheets, from Whence it Came...

Posted by J.M. Hamilton Blog at 7/21/2010 5:52 AM | Add Comment

"The imbalance created by the dependence of the U.S, economy on building, buying, selling and financing residential real estate has not been corrected."

Posted by J.M. Hamilton Blog at 7/20/2010 5:54 PM | Add Comment

Massive Government Subsidies for Big Oil, and Not So Much for Green Tech....

Posted by J.M. Hamilton Blog at 7/20/2010 5:36 PM | Add Comment

"Christopher Whalen, a former Federal Reserve Bank of New York official, said after the settlement last week that Blankfein would probably leave 'within a decent interval' in order to help repair the company's reputation."

Posted by J.M. Hamilton Blog at 7/20/2010 5:36 PM | Add Comment

Apple's Profits Soar... Slave Labor Suicides Remain Flat...

Posted by J.M. Hamilton Blog at 7/20/2010 5:34 PM | Add Comment

"Afghan National Security Forces (ANSF) should lead and conduct military operations in all provinces by the end of 2014."

Posted by J.M. Hamilton Blog at 7/20/2010 5:33 PM | Add Comment

"C.D.O.’s, or collateralized debt obligations, were the financial product at the center of the S.E.C.’s complaint, which accused Goldman Sachs of misleading investors in a subprime mortgage product as the housing market began to collapse."

Posted by J.M. Hamilton Blog at 7/20/2010 5:32 PM | Add Comment

"We feel that our clients have been pretty supportive of us, so far as we can tell.”

Posted by J.M. Hamilton Blog at 7/20/2010 5:31 PM | Add Comment

“All banks passing the tests would mean the tests were useless.”

Posted by J.M. Hamilton Blog at 7/20/2010 5:30 PM | Add Comment

Goldman and Tourre Still In the Woods...

Posted by J.M. Hamilton Blog at 7/19/2010 8:55 PM | Add Comment

"Without the legislative purity that Volcker was hoping for, enforcing his rule will be difficult, and will rely on many of the same regulators who did such a poor job the last time around, particularly those at the Fed."

Posted by J.M. Hamilton Blog at 7/19/2010 8:43 PM | View Comments (1) | Add Comment

Any Dividend, or Premium, on the Sale of AIA Should Accrue to the U.S. Taxpayer!

Posted by J.M. Hamilton Blog at 7/19/2010 7:23 PM | Add Comment

“Through the E.C.B., E.U. and I.M.F., the official sector has stepped in with its balance sheet to assume liabilities previously held by the private sector, thereby allowing private investors to exit in an orderly fashion.”

Posted by J.M. Hamilton Blog at 7/19/2010 7:14 PM | Add Comment

Religeous Right Joins Obama on Immigration Reform...

Posted by J.M. Hamilton Blog at 7/19/2010 7:12 PM | Add Comment

"The Moody’s forecast assumes the well will continue to leak until early August, when two relief wells stop the flow permanently, and that none of Florida’s Panhandle beaches will be closed as a result of the spill."

Posted by J.M. Hamilton Blog at 7/19/2010 7:12 PM | Add Comment

"Builders compete with inventories of existing homes being swelled by mounting foreclosures. Home seizures climbed 38 percent in the second quarter from a year earlier, RealtyTrac Inc. said last week."

Posted by J.M. Hamilton Blog at 7/19/2010 7:10 PM | Add Comment

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