BLOG.JMHAMILTONPUBLISHING.COM: Monthly Archives for February 2011

"In particular, Qaddafi's sons -- Saif al-Islam, Khamis, Al-Saadi, and Mutassim -- and their affiliated militias may not go quietly into the night; the struggle to root them out may be violent and protracted (think, for example, of Saddam Hussein's sons,

Posted by J.M. Hamilton Blog at 2/28/2011 9:52 PM | Add Comment

"In Tripoli, Musa Ibrahim, a spokesman for the Qaddafi government, conducted a bizarre news conference in which he attributed the unrest in Libya to what he described as an alliance between radical Islamists and the Western powers."

Posted by J.M. Hamilton Blog at 2/28/2011 9:51 PM

"BUT THE SWISS FRANC, NOT THE DOLLAR, has become currency investors' haven of choice."

Posted by J.M. Hamilton Blog at 2/28/2011 7:35 PM | Add Comment

"And oil companies such as ExxonMobil benefit from more than $9 billion in tax breaks for oil exploration."

Posted by J.M. Hamilton Blog at 2/28/2011 7:21 PM | Add Comment

The Return of Debt Securitization?

Posted by J.M. Hamilton Blog at 2/28/2011 6:56 PM | Add Comment

"It’s 'reasonably possible' that legal proceedings may cause as much as $4.5 billion in additional losses for which the firm hasn’t already set aside funds..."

Posted by J.M. Hamilton Blog at 2/28/2011 6:50 PM | Add Comment

"Soaring energy prices threaten to slow the global recovery and stoke inflation."

Posted by J.M. Hamilton Blog at 2/28/2011 7:17 AM | Add Comment

“Democracy is bad news for terrorists. The more peaceful channels people have to express grievances and pursue their goals, the less likely they are to turn to violence.”

Posted by J.M. Hamilton Blog at 2/28/2011 7:14 AM | Add Comment

"The company sold $350 million of second-lien notes on Oct. 15 yielding 15 percent, according to data compiled by Bloomberg."

Posted by J.M. Hamilton Blog at 2/27/2011 8:29 AM | Add Comment

"... I would be looking to short the financials again. I think we are going to have some mortgage mayhem."

Posted by J.M. Hamilton Blog at 2/27/2011 8:17 AM | Add Comment

"The great economist (Adam Smith) railed against allowing any bank to get so big that its failure could bring down the financial system."

Posted by J.M. Hamilton Blog at 2/27/2011 7:41 AM | Add Comment

"Also on Saturday, President Obama said that Colonel Qaddafi had lost the legitimacy to rule and should step down."

Posted by J.M. Hamilton Blog at 2/27/2011 7:31 AM | Add Comment

“The hedge-fund world has witnessed some terrible behavior by general partners who have received huge payouts on the upside and who then, when bad results occurred, have walked away rich, with their limited partners losing back their earlier gains."

Posted by J.M. Hamilton Blog at 2/27/2011 7:27 AM | Add Comment

"BETTER THE DEVIL YOU KNOW THAN what comes after Gaddafi. That perverse sentiment seemed to be rife among easily spooked traders (or is that redundant?) for a spell on Thursday, as they dumped sizable chunks of their oil and gold positions on rumors..."

Posted by J.M. Hamilton Blog at 2/26/2011 11:46 AM | Add Comment

"... Arnuk says it shows that the panel and the regulators now understand that high-frequency traders have commandeered the stock market and radically altered the trading landscape, to the detriment of long-term investors."

Posted by J.M. Hamilton Blog at 2/26/2011 11:33 AM | Add Comment

"Ironically, the persistent interest in hedging tail risk helps elevate the implied volatility of many defensive put options, which creates opportunities to use the fear of other investors to hedge."

Posted by J.M. Hamilton Blog at 2/26/2011 11:25 AM | Add Comment

"The U.S. government last year also approved the sale of up to $60 billion worth of military planes and other equipment to Saudi Arabia, including large orders for Boeing Co F-15 fighter jets."

Posted by J.M. Hamilton Blog at 2/26/2011 8:16 AM | Add Comment

“The current environment of heightened regulatory scrutiny has the potential to subject the corporation to inquiries or investigations that could significantly adversely affect its reputation,” Bank of America said in the filing.

Posted by J.M. Hamilton Blog at 2/26/2011 8:07 AM | Add Comment

“His legitimacy has been reduced to zero.”

Posted by J.M. Hamilton Blog at 2/26/2011 8:00 AM | Add Comment

“We overthrew the President and now we want to get rid of the rest of this corrupt government.”

Posted by J.M. Hamilton Blog at 2/26/2011 7:57 AM | Add Comment

Dell Daley, the State Department’s counter-terrorism chief until he retired in 2009, said the MEK was “the best instrument of power to get inside the Iran mullahs and unseat them.”

Posted by J.M. Hamilton Blog at 2/25/2011 7:36 PM | Add Comment

AIG: “Defaults, or the prospect of imminent defaults, by the issuers of state and municipal bonds could cause our portfolio to decline in value and significantly reduce the portfolio’s liquidity."

Posted by J.M. Hamilton Blog at 2/25/2011 7:21 PM | Add Comment

David Wyss, chief economist at Standard & Poor’s: "Overall, the expansion is likely to remain sluggish, and a further rise in oil prices could easily send us back into recession.”

Posted by J.M. Hamilton Blog at 2/25/2011 7:16 PM | Add Comment

"Results included a myriad of charges and gains that we excluded from our forecast, but we think AIG's financial situation is stabilizing, but still strained."

Posted by J.M. Hamilton Blog at 2/25/2011 7:14 PM | Add Comment

An otherwise qualified banker from Italy finds that his ties to Goldman Sach are a Liability in obtaining the Top Banking Post in Europe...

Posted by J.M. Hamilton Blog at 2/25/2011 7:07 PM | Add Comment

"The award could signal the end of a long and often embarrassing effort by the Air Force to replace its aging tankers, which date to the Eisenhower and Kennedy years."

Posted by J.M. Hamilton Blog at 2/25/2011 6:50 PM | Add Comment

AN ECONOMIC WAVE OF THE FUTURE?

Posted by J.M. Hamilton Blog at 2/25/2011 6:44 PM | Add Comment

"With the monarchy, no one’s pretending there’s a democracy.”

Posted by J.M. Hamilton Blog at 2/25/2011 6:42 PM | Add Comment

“It was politically motivated more than anything else.”

Posted by J.M. Hamilton Blog at 2/25/2011 9:39 AM | Add Comment

"Colonel Qaddafi’s evident frustration at the resistance in Zawiyah spilled out in a rant by telephone over the state television network charging that Osama bin Laden had drugged the town’s youth into a rebellious frenzy."

Posted by J.M. Hamilton Blog at 2/25/2011 9:00 AM | Add Comment

"This week, the Yale economist Robert Shiller speculated about another drop (in home prices) as large as 25 percent."

Posted by J.M. Hamilton Blog at 2/25/2011 8:49 AM | Add Comment

"U.S. consumers spend about 6.2 percent of their income on food, compared with 33 percent in China and 45 percent in Kenya, according to U.S. Department of Agriculture estimates."

Posted by J.M. Hamilton Blog at 2/24/2011 4:28 PM | Add Comment

“Do we really need another oil-industry PAC in this city?” said Michael Gravitz, a lobbyist for Environment America...

Posted by J.M. Hamilton Blog at 2/24/2011 4:20 PM | Add Comment

"Not surprisingly, the U.S. ranks first in the number of immigrants. (We are a nation of immigrants.)"

Posted by J.M. Hamilton Blog at 2/24/2011 4:06 PM | Add Comment

"Libya produces less than 2 percent of the world’s oil, and exports little to the United States."

Posted by J.M. Hamilton Blog at 2/24/2011 8:53 AM | Add Comment

"May the end come quickly."

Posted by J.M. Hamilton Blog at 2/24/2011 8:34 AM | Add Comment

“We just want to be able to live like human beings.”

Posted by J.M. Hamilton Blog at 2/24/2011 8:33 AM

"Distrustful of even his own generals, Colonel Qaddafi has for years quietly built up this ruthless and loyal force."

Posted by J.M. Hamilton Blog at 2/24/2011 7:54 AM | Add Comment

"And now the Swiss National Bank is moving in the exact opposite direction to Geithner – they are pushing these big banks to become smaller and to finance more of their activities with equity, rather than debt."

Posted by J.M. Hamilton Blog at 2/23/2011 7:57 PM | Add Comment

Soaring food and fuel prices: Their impact on public finances and other causes of persistently high consumer price inflation in North African and Middle Eastern countries

Posted by J.M. Hamilton Blog at 2/23/2011 7:51 PM | Add Comment

“As well-intentioned as the Dodd-Frank Act may be, it will not improve outcomes,” he said.

Posted by J.M. Hamilton Blog at 2/23/2011 7:30 PM | Add Comment

“Each of these breaches of representations and warranties materially and adversely affected the interests of both the trust and plaintiffs in those mortgage loans,” they said.

Posted by J.M. Hamilton Blog at 2/23/2011 7:27 PM | Add Comment

“We can say with much more confidence now that the U.S. banking system and the U.S. capital market are much more likely to be in a position to finance the capital needs that come with a recovery,” Geithner said

Posted by J.M. Hamilton Blog at 2/23/2011 7:22 PM | Add Comment

"It is about time."

Posted by J.M. Hamilton Blog at 2/23/2011 8:41 AM | Add Comment

"Crude-oil futures continue to rise..."

Posted by J.M. Hamilton Blog at 2/23/2011 8:34 AM | Add Comment

"In one of the most prominent cases last year, Finra fined Goldman Sachs $650,000 for failing to disclose that a trader, Fabrice P. Tourre, and another employee had received a Wells notice from the Securities and Exchange Commission..."

Posted by J.M. Hamilton Blog at 2/23/2011 8:20 AM | Add Comment

“We hope Apple will heed to its corporate social responsibility,” said Jia Jingchuan, 27.

Posted by J.M. Hamilton Blog at 2/22/2011 10:38 PM | Add Comment

"The glimpses of the clan’s antics in recent years that have reached Libyans despite Col. Qaddafi’s tight control of the media have added to the public anger now boiling over."

Posted by J.M. Hamilton Blog at 2/22/2011 10:23 PM | Add Comment

"The sabotage, according to the insider, is meant to serve as a message to Libya's rebellious tribes: It's either me or chaos."

Posted by J.M. Hamilton Blog at 2/22/2011 10:17 PM | Add Comment

Case - Shiller

Posted by J.M. Hamilton Blog at 2/22/2011 7:52 PM | Add Comment

From the Times Conservative: "Governor Walker’s program fails that test. It spares traditional Republican groups (even cops and firefighters). It is thus as unsustainable as the current tide of red ink."

Posted by J.M. Hamilton Blog at 2/22/2011 7:27 AM | Add Comment

"State records also show that Koch Industries, their energy and consumer products conglomerate based in Wichita, Kan., was one of the biggest contributors to the election campaign of Gov. Scott Walker of Wisconsin..."

Posted by J.M. Hamilton Blog at 2/22/2011 7:21 AM | Add Comment

“I don’t think there will be any significant change in economic policies,” Soliman said. “This is a transitional period.”

Posted by J.M. Hamilton Blog at 2/21/2011 10:32 PM | Add Comment

"By Monday night, witnesses said, the streets of Tripoli were thick with special forces loyal to Colonel Qaddafi as well as mercenaries."

Posted by J.M. Hamilton Blog at 2/21/2011 10:12 PM | Add Comment

The ACLU calls this policy "a frightening and illegal invasion of privacy" and I can't say that I disagree.

Posted by J.M. Hamilton Blog at 2/21/2011 2:24 PM | Add Comment

"U.S. inventories are 6.4 percent higher than their five-year average, storing up the possibility of a price plunge once the winter-demand period ends."

Posted by J.M. Hamilton Blog at 2/21/2011 2:17 PM | Add Comment

The World Factbook... Produced by the CIA, via the NY TIMES

Posted by J.M. Hamilton Blog at 2/21/2011 2:10 PM | Add Comment

"He has no love for the former Ben Ali government, but said he believed that Tunisia would remain a land of beer and bikinis."

Posted by J.M. Hamilton Blog at 2/21/2011 1:56 PM | Add Comment

"At the very least, the huge demonstrations in Wisconsin over Mr. Walker’s efforts suggest that the Republicans have succeeded in doing what Mr. Obama was unable to do last year: energize the Democratic base."

Posted by J.M. Hamilton Blog at 2/21/2011 1:50 PM | Add Comment

"But with investigations by the U.S. antitrust authorities piling up...the last thing Google wanted was to get bogged down in a lengthy antitrust battle in Brussels."

Posted by J.M. Hamilton Blog at 2/21/2011 1:40 PM | Add Comment

"The revolt shaking Libya is the latest and most violent turn in the rebellion across the Arab world that seemed unthinkable just two months ago..."

Posted by J.M. Hamilton Blog at 2/21/2011 10:04 AM | Add Comment

Blowback

Posted by J.M. Hamilton Blog at 2/20/2011 3:06 PM | Add Comment

"Moreover, a constitutional fiscal rule reduces the political costs of unpopular decisions that are necessary for fiscal sustainability."

Posted by J.M. Hamilton Blog at 2/20/2011 7:49 AM | Add Comment

"Hundreds of billions of dollars have been lost by investors while millions of borrowers have lost their homes. Few of the people who ran the institutions that contributed to the disaster have been found liable."

Posted by J.M. Hamilton Blog at 2/20/2011 7:36 AM | Add Comment

“Saudi Arabia has always had a fear of encirclement, whether with Communism or with Iranian influence.”

Posted by J.M. Hamilton Blog at 2/20/2011 7:31 AM | Add Comment

TAX ARBITRAGE!

Posted by J.M. Hamilton Blog at 2/20/2011 6:27 AM | Add Comment

Buffet Advocates Investment in Monopolistic Business

Posted by J.M. Hamilton Blog at 2/20/2011 6:14 AM | Add Comment

"Hardly surprising, then, that demand for mortgages has sagged to a 27-month low, an evil omen for something even vaguely resembling a decent recovery in housing."

Posted by J.M. Hamilton Blog at 2/19/2011 12:55 PM | Add Comment

"The British government contracts with a special-purpose organization created to deliver specific services—but withholds payment until the program hits specific performance benchmarks."

Posted by J.M. Hamilton Blog at 2/19/2011 12:44 PM | Add Comment

"The fear is that preferential pricing effectively would limit competition and create a monopolistic powerhouse."

Posted by J.M. Hamilton Blog at 2/19/2011 12:34 PM | Add Comment

"China and other emerging markets have blamed the Fed’s strategy for sending waves of capital rushing to their shores, creating a threat of inflation."

Posted by J.M. Hamilton Blog at 2/19/2011 12:10 PM | Add Comment

"For now, Madison looked anything but normal."

Posted by J.M. Hamilton Blog at 2/19/2011 12:05 PM | Add Comment

98.5%

Posted by J.M. Hamilton Blog at 2/18/2011 7:42 PM | Add Comment

"That liquidity also is lifting the prices of commodities higher."

Posted by J.M. Hamilton Blog at 2/18/2011 7:34 PM | Add Comment

"A straddle entails buying a put and call that have the same expiration and strike price."

Posted by J.M. Hamilton Blog at 2/18/2011 7:29 PM | Add Comment

"Nevertheless, the federal government continues the war in earnest."

Posted by J.M. Hamilton Blog at 2/18/2011 7:22 PM | Add Comment

"But analysts have identified Nasdaq as the market operator left most vulnerable by the NYSE Euronext deal, given its smaller size and international footprint."

Posted by J.M. Hamilton Blog at 2/18/2011 7:16 PM | Add Comment

"Residents say the government has mobilized young civilian supporters in the capital and other towns and deployed foreign mercenaries in eastern Libya, long the most restive region."

Posted by J.M. Hamilton Blog at 2/18/2011 7:11 PM | Add Comment

"Mr. Bernanke did not mention China in his remarks, although they appeared to be a veiled reference to Beijing’s policy of keeping its currency, the renminbi, artificially low to gain a trade advantage."

Posted by J.M. Hamilton Blog at 2/18/2011 6:44 PM | Add Comment

“Protecting its businesses from scrutiny and accountability is a red line the military will draw,” said Robert Springborg, an expert on Egypt’s military at the Naval Postgraduate School. “And that means there can be no meaningful civilian oversight.”

Posted by J.M. Hamilton Blog at 2/18/2011 6:44 AM | Add Comment

DICTATORSHIP TO DEMOCRACY

Posted by J.M. Hamilton Blog at 2/17/2011 7:21 AM | Add Comment

FROM DICTATORSHIP TO DEMOCRACY

Posted by J.M. Hamilton Blog at 2/17/2011 7:18 AM | Add Comment

"The strategy, known as quantitative easing, has been controversial — critics say it could set the stage for future inflation and asset bubbles — but the Fed has been fairly unified behind it."

Posted by J.M. Hamilton Blog at 2/17/2011 7:16 AM | Add Comment

Inflationary Index...

Posted by J.M. Hamilton Blog at 2/16/2011 7:50 PM | Add Comment

"U.S. crude stockpiles climbed 860,000 barrels to 345.9 million last week, an Energy Department report showed today."

Posted by J.M. Hamilton Blog at 2/16/2011 7:45 PM | Add Comment

The Bulls Are "All In"

Posted by J.M. Hamilton Blog at 2/16/2011 7:32 PM | Add Comment

Mr. Karroubi, who has been under house arrest since the eve of the protests, said Tuesday that “the government should take the cotton out of its ears and hear the voice of the people.”

Posted by J.M. Hamilton Blog at 2/16/2011 7:36 AM | Add Comment

“The people are angry, but we will control our anger, we will not burn a single tire or throw a single rock. We will not go home until we succeed. They want us to be violent. We will not.”

Posted by J.M. Hamilton Blog at 2/16/2011 7:33 AM | Add Comment

"In other words, politics as usual."

Posted by J.M. Hamilton Blog at 2/15/2011 10:32 PM | Add Comment

As Ronald Reagan once said: "THERE YOU GO AGAIN..."

Posted by J.M. Hamilton Blog at 2/15/2011 10:14 PM | Add Comment

"More than $400 million in annual cost savings are expected from the deal."

Posted by J.M. Hamilton Blog at 2/15/2011 10:09 PM | Add Comment

"For all the Internet’s vaunted connectivity, the Egyptian government commanded powerful instruments of control: it owns the pipelines that carry information across the country and out into the world."

Posted by J.M. Hamilton Blog at 2/15/2011 8:17 PM | Add Comment

THANK YOU MR. BERNANKE: "If cotton costs stay high, Hanes products could have a cumulative 30 percent increase."

Posted by J.M. Hamilton Blog at 2/15/2011 6:58 AM | Add Comment

"There are other contradictions in the State Department’s agenda: it champions the free flow of information, except when it is in secret cables made public by WikiLeaks..."

Posted by J.M. Hamilton Blog at 2/15/2011 6:56 AM | Add Comment

“China cannot dump Treasuries without killing itself,” said Michael Cheah.

Posted by J.M. Hamilton Blog at 2/14/2011 9:12 PM | Add Comment

"Rising food prices will complicate things for China’s central bank."

Posted by J.M. Hamilton Blog at 2/14/2011 9:07 PM | Add Comment

"Buffett’s firm had no shares in the bank (BOA) at the end of 2010..."

Posted by J.M. Hamilton Blog at 2/14/2011 9:02 PM | Add Comment

"Freedom is indivisible, and when one man is enslaved, all are not free."

Posted by J.M. Hamilton Blog at 2/14/2011 7:42 PM | Add Comment

The Fars news agency, a semiofficial service linked to the Revolutionary Guard, indirectly confirmed the protests ... It called participants “hypocrites, monarchists, ruffians and seditionists”...

Posted by J.M. Hamilton Blog at 2/14/2011 6:54 PM | Add Comment

“So many sellers are waiting in the shadows,” said Redfin’s chief executive, Glenn Kelman. “The inventory is going to expand and expand and expand. I don’t see any basis for significant price increases.”

Posted by J.M. Hamilton Blog at 2/14/2011 7:11 AM | Add Comment

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