BLOG.JMHAMILTONPUBLISHING.COM: Monthly Archives for August 2011

Always Cutting Edge... Often Prescient: J.M. Hamilton Blog....

Posted by J.M. Hamilton Blog at 8/31/2011 7:00 PM | Add Comment

Nobody thinks that utility-operating companies – whether in transport, such as railways, in energy, such as electricity, or telephone or water – are too big to fail.

Posted by J.M. Hamilton Blog at 8/31/2011 6:48 PM | Add Comment

Clearly, everybody in Washington -- from the Fed to Congress and especially the White House -- feels the pressure to do something, anything, to improve the jobs picture.

Posted by J.M. Hamilton Blog at 8/31/2011 6:45 PM | Add Comment

The Buffett investment just might turn out to erode, not increase, confidence. And not only for Bank of America, but for the banking sector as a whole.

Posted by J.M. Hamilton Blog at 8/31/2011 6:43 PM | Add Comment

The timing of the raid, however, highlighted this peculiar type of Russian risk for another company — ExxonMobil, which just a day earlier agreed to take over the very Arctic exploration deal that fell through for BP.

Posted by J.M. Hamilton Blog at 8/31/2011 6:39 PM | Add Comment

The Wall Street bond firm dove further into the gambling world on Wednesday....

Posted by J.M. Hamilton Blog at 8/31/2011 6:35 PM | Add Comment

The most likely scenario is that the ECB will, again, make a U-turn before reaching the abyss (as it did with secondary bond-market purchases).

Posted by J.M. Hamilton Blog at 8/31/2011 6:18 AM | Add Comment

AT&T is working to bolster its case as analysts become less certain that the acquisition will be approved.

Posted by J.M. Hamilton Blog at 8/31/2011 6:16 AM | Add Comment

But with gold trading at such grand heights, a little caution is in order.

Posted by J.M. Hamilton Blog at 8/31/2011 6:14 AM | Add Comment

She rightly called for: rebalancing global trade by stimulating demand in developing countries with big export surpluses; more aggressive mortgage relief in the United States; and giving job creation priority over deficit reduction in the United States an

Posted by J.M. Hamilton Blog at 8/31/2011 6:13 AM | Add Comment

Unlike a private lawsuit alleging negligence, the Justice Department’s nonprosecution agreement with Google involved an assertion that the company aided a criminal violation

Posted by J.M. Hamilton Blog at 8/31/2011 6:12 AM | Add Comment

Some committee members said they wanted to set a calendar deadline, and others preferred to instead peg interest rates to a specific rate of unemployment or inflation.

Posted by J.M. Hamilton Blog at 8/31/2011 6:11 AM | Add Comment

“They got away with BP, because the deal was seen as BP having two Russian wives.”

Posted by J.M. Hamilton Blog at 8/31/2011 6:09 AM | Add Comment

She said cyberbullying increased at her school last year, with students texting or posting mean messages about classmates.

Posted by J.M. Hamilton Blog at 8/31/2011 6:07 AM | Add Comment

A Back Door Bailout for the American Consumer.... Why Not.... Up Until Now All the Bailouts Have been for the Plutocracy! And Banks!

Posted by J.M. Hamilton Blog at 8/30/2011 6:08 AM | Add Comment

“The banks really feel entitled to hide their deteriorating positions until they require life support. That’s what we have to change."

Posted by J.M. Hamilton Blog at 8/30/2011 5:56 AM | Add Comment

Unfortunately, weakness at Bank of America generates systemic risk, undermines overall market confidence and magnifies the risk of another recession...

Posted by J.M. Hamilton Blog at 8/30/2011 5:53 AM | Add Comment

The world is watching Germany’s extreme energy makeover, as politicians from New York to Rome have floated their own plans to shut or shelve reactors.

Posted by J.M. Hamilton Blog at 8/30/2011 5:51 AM | Add Comment

Read about it on the J.M. Hamilton Blog before it Happens.... This Weekend a New Editorial...

Posted by J.M. Hamilton Blog at 8/29/2011 6:48 PM | Add Comment

The J.M. Hamilton Blog, Prescient as Usual...

Posted by J.M. Hamilton Blog at 8/29/2011 6:39 PM | Add Comment

Capital One has argued that unlike such institutions as Goldman Sachs, it does not engage in risky trading.

Posted by J.M. Hamilton Blog at 8/29/2011 6:29 PM | Add Comment

Lagarde also said US policymakers should do more to ensure that house prices were not hit by another downward spiral.

Posted by J.M. Hamilton Blog at 8/29/2011 6:27 PM | Add Comment

Global distressed debt and equity investor Lone Star won the remaining five pools of sub-performing and non-performing loans.

Posted by J.M. Hamilton Blog at 8/29/2011 6:25 PM | Add Comment

Buffett’s investment likely signals not that he is confident that Bank of America is a good bet, but rather that he is confident that the government will again step in and bailout the bank

Posted by J.M. Hamilton Blog at 8/29/2011 6:23 PM | Add Comment

“As greed knows no boundaries, carry traders will always return as long as the yield is favorable.”

Posted by J.M. Hamilton Blog at 8/29/2011 6:06 AM | Add Comment

“How much we translate to Syria remains to be seen.”

Posted by J.M. Hamilton Blog at 8/29/2011 6:02 AM | Add Comment

“It’s hard to imagine big institutions achieving their precrisis profitability levels, and even the community and regional banks are faced with the same problems.”

Posted by J.M. Hamilton Blog at 8/29/2011 5:57 AM | Add Comment

Sophisticated governments will realize that “shutting down radicalizes things.”

Posted by J.M. Hamilton Blog at 8/29/2011 5:56 AM | Add Comment

A. M. Best said the year’s series of major disasters would hurt insurers’ earnings, but was unlikely to threaten their capital.

Posted by J.M. Hamilton Blog at 8/29/2011 5:52 AM | Add Comment

American Airlines said it had canceled 1,161 flights over the weekend, mainly in the New York and Washington areas, and had already canceled 89 more so far for Monday.

Posted by J.M. Hamilton Blog at 8/29/2011 5:50 AM | Add Comment

But in Britain, the foiling of his antigovernment plot — he was put to death — is celebrated as a holiday, Nov. 5 or Guy Fawkes Day, and is commemorated with bonfires and fireworks.

Posted by J.M. Hamilton Blog at 8/29/2011 5:49 AM | Add Comment

So how has Mr. Romney, the other leading contender for the G.O.P. nomination, responded to Mr. Perry’s challenge? In trademark fashion: By running away.

Posted by J.M. Hamilton Blog at 8/29/2011 5:47 AM | Add Comment

Mr. Bush oversaw a substantial increase in the size and scope of the federal government, both in post-9/11 security programs and in social programs like the creation of a prescription drug benefit for Medicare.

Posted by J.M. Hamilton Blog at 8/29/2011 5:44 AM | Add Comment

The stock's implied volatility fell to around 90% from 124%, which means the shares now are priced as only twice as risky as the entire financial sector, rather than three times so.

Posted by J.M. Hamilton Blog at 8/28/2011 7:06 AM | Add Comment

Unlike other risk-management systems, HiddenLevers doesn't just tell you that you're screwed; it helps find hedging strategies."

Posted by J.M. Hamilton Blog at 8/28/2011 7:04 AM | Add Comment

Bernanke admitted that, while this is the ninth quarter of recovery, growth has lagged significantly behind the Fed's expectations.

Posted by J.M. Hamilton Blog at 8/28/2011 7:01 AM | Add Comment

In My Time

Posted by J.M. Hamilton Blog at 8/28/2011 6:59 AM | Add Comment

“Developments this summer have indicated that we are in a dangerous new phase,” she continued. “The stakes are clear: we risk seeing the fragile recovery derailed.”

Posted by J.M. Hamilton Blog at 8/28/2011 6:57 AM | Add Comment

“We want to protect consumers, but we also don’t want to alarm consumers so they stay away from the whole marketplace.”

Posted by J.M. Hamilton Blog at 8/28/2011 6:55 AM | Add Comment

"The culture of other countries doesn’t support the kind of innovation that Steve Jobs exemplifies, as America does."

Posted by J.M. Hamilton Blog at 8/28/2011 6:54 AM | Add Comment

“I’m a big fan of more information. I’m the Mistress of Communications.”

Posted by J.M. Hamilton Blog at 8/28/2011 6:53 AM | Add Comment

Could he quit? “Well, I can’t decide; both my wife and the drug are strong,” he said and lay back down.

Posted by J.M. Hamilton Blog at 8/28/2011 6:48 AM | Add Comment

This is the true awfulness of immortality.

Posted by J.M. Hamilton Blog at 8/28/2011 6:47 AM | Add Comment

"In other words, the Fed has pretty much done as much as it can."

Posted by J.M. Hamilton Blog at 8/27/2011 7:00 AM | Add Comment

I found most of the 50-odd financial experts at a conclave at Leen's Lodge in Grand Lake Stream, Maine, to be even more pessimistic than my roommate at the event -- economist Nouriel Roubini, a.k.a. "Dr. Doom."

Posted by J.M. Hamilton Blog at 8/27/2011 6:56 AM | Add Comment

It was the clearest expression yet of the government’s growing concern about its inability to curb free expression on the Internet....

Posted by J.M. Hamilton Blog at 8/27/2011 6:54 AM | Add Comment

The Steve Jobs I watched that week was arrogant, sarcastic, thoughtful, learned, paranoid and “insanely” (to use one of his favorite words) charismatic.

Posted by J.M. Hamilton Blog at 8/27/2011 6:51 AM | Add Comment

We simply can’t keep turning to pills and prisons to solve issues of poverty and poor parenting.

Posted by J.M. Hamilton Blog at 8/27/2011 6:50 AM | Add Comment

“Every tyrant has his end.”

Posted by J.M. Hamilton Blog at 8/27/2011 6:48 AM | Add Comment

"Key for the Fed is employment."

Posted by J.M. Hamilton Blog at 8/26/2011 6:33 PM | Add Comment

“The country would be well served by a better process for making fiscal decisions.”

Posted by J.M. Hamilton Blog at 8/26/2011 6:30 PM | Add Comment

"Warren Buffett got a sweetheart deal."

Posted by J.M. Hamilton Blog at 8/26/2011 6:27 PM | Add Comment

"The oil is there in the ground."

Posted by J.M. Hamilton Blog at 8/26/2011 6:24 PM | Add Comment

“The lack of a QE3 outline today, to the extent that is disappointing to some, does not mean that outline is not coming in the future.”

Posted by J.M. Hamilton Blog at 8/26/2011 6:21 PM | Add Comment

Only in rare instances do directors and officers have to make out-of-pocket payments in shareholders’ suits.

Posted by J.M. Hamilton Blog at 8/26/2011 6:18 PM | Add Comment

"The fund firm’s redemption policies vary according to which funds and which fee structures are involved, say people with knowledge of the firm’s policies.."

Posted by J.M. Hamilton Blog at 8/26/2011 6:16 PM | Add Comment

Capital Strike and Flight: "Finance Minister Evangelos Venizelos has made repeated appeals in recent weeks for wealthy Greeks and companies to repatriate the money they have sent abroad."

Posted by J.M. Hamilton Blog at 8/26/2011 6:13 PM | Add Comment

“All the banks can borrow as much as they need, but at some point if it is a solvency problem, it is an issue for governments.”

Posted by J.M. Hamilton Blog at 8/26/2011 6:10 PM | Add Comment

Frederick A. Goodwin, the disgraced former chief executive of Royal Bank of Scotland, used to lose his temper...

Posted by J.M. Hamilton Blog at 8/26/2011 6:08 PM | Add Comment

It was one of the worst mergers ever. B of A has yet to reach the bottom of the sinkhole of legal liability created by Countrywide’s reckless lending policies.

Posted by J.M. Hamilton Blog at 8/26/2011 6:06 PM | Add Comment

"Possibly, but it's far from a done deal."

Posted by J.M. Hamilton Blog at 8/26/2011 6:05 PM | Add Comment

The Real Deal on Bank of America: By Bloomberg, Tom Keene, Ken Prewitt, and Christopher Whalen....

Posted by J.M. Hamilton Blog at 8/26/2011 5:56 AM | Add Comment

Don't Read Anything into Mr. Buffett's Investment into BOA, which remains a House of Cards, Mr. Buffett knows BOA is Insured by the Federal Goverment!

Posted by J.M. Hamilton Blog at 8/26/2011 5:35 AM | Add Comment

God Save Us...

Posted by J.M. Hamilton Blog at 8/26/2011 5:33 AM | Add Comment

With the Fed also intimidated into inaction, it’s hard to see any end to the ongoing economic disaster.

Posted by J.M. Hamilton Blog at 8/26/2011 5:33 AM | Add Comment

“All tax relief is not created equal.”

Posted by J.M. Hamilton Blog at 8/26/2011 5:31 AM | Add Comment

“We have a duty to protect people,” he added, “and that’s always balanced with human rights, online or offline. It’s no different now.”

Posted by J.M. Hamilton Blog at 8/26/2011 5:29 AM | Add Comment

“The suggestion that the Central Intelligence Agency has requested redactions on this publication because it doesn’t like the content is ridiculous. The C.I.A.’s pre-publication review process looks solely at the issue of whether information is classified

Posted by J.M. Hamilton Blog at 8/26/2011 5:28 AM | Add Comment

"Thank you, Mr. Jobs, for an incredible run. The worlds of culture, media and technology have never seen anything like you."

Posted by J.M. Hamilton Blog at 8/26/2011 5:25 AM | Add Comment

"No matter which way you slice it, there’s probably going to be hurricane-force winds in New York."

Posted by J.M. Hamilton Blog at 8/25/2011 6:37 PM | Add Comment

In essence, high-yield companies have fully taken advantage of the Federal Reserve's low-interest policy.

Posted by J.M. Hamilton Blog at 8/25/2011 6:35 PM | Add Comment

The wide spreads suggest that dealers are not confident about what lies ahead. Indeed, a mistake could prove costly.

Posted by J.M. Hamilton Blog at 8/25/2011 6:33 PM | Add Comment

“The serious problem is speculation against financial institutions and sovereigns using naked credit default swaps.”

Posted by J.M. Hamilton Blog at 8/25/2011 6:31 PM | Add Comment

“Sunday, all day, could be a really bad day” for the Northeast, Mr. Feltgen said.

Posted by J.M. Hamilton Blog at 8/25/2011 6:29 PM | Add Comment

Colonel Qaddafi urged Libyans in a brief audio broadcast to cleanse Tripoli of the insurgents, whom he called “rats, crusaders and unbelievers.”

Posted by J.M. Hamilton Blog at 8/25/2011 6:28 PM | Add Comment

"Mr. Buffett has played the role of savior before."

Posted by J.M. Hamilton Blog at 8/25/2011 6:25 PM | Add Comment

"Paulson, 55, has scaled back bullish bets after losses this year. His firm last quarter cut its stake in Bank of America Corp. stock..."

Posted by J.M. Hamilton Blog at 8/25/2011 6:23 PM | Add Comment

"There is a desire to hold dollars over euros."

Posted by J.M. Hamilton Blog at 8/25/2011 6:21 PM | Add Comment

FCC Asks AT&T for More Data

Posted by J.M. Hamilton Blog at 8/25/2011 6:19 PM | Add Comment

“Nothing like advocating tax equality when you are charging $35,800 a ticket.”

Posted by J.M. Hamilton Blog at 8/25/2011 6:15 PM | Add Comment

The September contract on the Standard & Poor’s 500 Index slumped up to 0.6 percent after Jobs released his statement

Posted by J.M. Hamilton Blog at 8/25/2011 5:51 AM | Add Comment

“Unfortunately, that day has come.”

Posted by J.M. Hamilton Blog at 8/25/2011 5:48 AM | Add Comment

Already this year, however, 364 cars have been set ablaze.

Posted by J.M. Hamilton Blog at 8/25/2011 5:46 AM | Add Comment

"The debate over rebalancing China’s economy comes at a particularly tense time in the nation’s political life, so there is little political will to push ahead with economic reforms..."

Posted by J.M. Hamilton Blog at 8/25/2011 5:44 AM | Add Comment

"The higher deficits would bring total public debt through 2021 to 82 percent of gross domestic product rather than 61 percent..."

Posted by J.M. Hamilton Blog at 8/25/2011 5:41 AM | Add Comment

"While he praises Mr. Bush as 'an outstanding leader,' Mr. Cheney, who made guarding the secrecy of internal deliberations a hallmark of his time in office..."

Posted by J.M. Hamilton Blog at 8/25/2011 5:37 AM | Add Comment

It is by no means certain, analysts say, that things will go that smoothly for Apple.

Posted by J.M. Hamilton Blog at 8/25/2011 5:34 AM | Add Comment

Additionally, the privacy option that is now called “everyone” will instead be called “public.”

Posted by J.M. Hamilton Blog at 8/25/2011 5:32 AM | Add Comment

"Mr. Perry insists on unquestioned political loyalty in exchange for his patronage, no matter how inappropriate or out of place."

Posted by J.M. Hamilton Blog at 8/25/2011 5:30 AM | Add Comment

"This strategy is for traders who want to embrace risk at a time when the U.S. stock market and economy are at a crossroads."

Posted by J.M. Hamilton Blog at 8/24/2011 7:33 PM | Add Comment

"So, all eyes are on this year's meeting to see what Bernanke will unveil to spur a sputtering recovery."

Posted by J.M. Hamilton Blog at 8/24/2011 7:30 PM | Add Comment

"That same day CIT stock hit a 52-week intraday low."

Posted by J.M. Hamilton Blog at 8/24/2011 7:28 PM | Add Comment

“Investors are paring down positions in gold on expectations Bernanke will do something to boost equity prices.”

Posted by J.M. Hamilton Blog at 8/24/2011 7:25 PM | Add Comment

“Jobs has been a strong figure in the company historically, but he hasn’t been a driving force for the past two years.”

Posted by J.M. Hamilton Blog at 8/24/2011 7:23 PM | Add Comment

“Some blogs are speculating about rumors of merger talks with J.P. Morgan Chase, which are baseless and don’t even make practical sense.”

Posted by J.M. Hamilton Blog at 8/24/2011 7:20 PM | Add Comment

"It is not class warfare to suggest that the richest 1 percent of people in society pay one-third of their income to the federal government, as they did under Ronald Reagan."

Posted by J.M. Hamilton Blog at 8/24/2011 7:18 PM | Add Comment

“It is enriched with elaborate carving, in the style of the Italian Renaissance."

Posted by J.M. Hamilton Blog at 8/24/2011 7:16 PM | Add Comment

“Somehow banks have to make the equation work. In the long term, there will be far fewer bankers than there were.”

Posted by J.M. Hamilton Blog at 8/24/2011 7:11 PM | Add Comment

Congress is expected to take another hard look at raising the tax rate on carried interest...

Posted by J.M. Hamilton Blog at 8/24/2011 7:09 PM | Add Comment

German Chancellor Angela Merkel yesterday rejected demands that Greece provide collateral for emergency loans as splits emerged in her Cabinet

Posted by J.M. Hamilton Blog at 8/24/2011 6:10 AM | Add Comment

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