- Obama Capital LLC, the admired hedge fund with incredibly excellent track record, advises its clientele to go long stocks on March 3rd, and it is kept very confidential ...
- The admired Leuthold joins the Obama Capital LLC on March 4th ...
- On March 6th, the astute Jon Najarian leaks fundamentally sound rumor of mark-to-bankers-dream finally coming true.
- Based on advises by Obama Capital LLC and "deep value equity analyst" Najarian, ISEE Index prints fresh 52 week high on March 9th, pointing to extreme bullishness in equity options markets, whereby equity market itself marches in a clear downtrend, an unusual event ... Obviously, the main street plumbers Joe, John, Johnny et al. have massively went into option markets for a clear bargain trade ...
- On the next day (March 10th) we suddenly have Citi' s spinning Tuesday ... whereby leaked internal memos become a mainstream public media, and focus on "operational profits only" becomes the mark-to-bankers-dream de facto and the only accepted solvency criteria, fully approved by capitalist markets ...Well, that was a real shocker and positive surprise to markets, as confidentially kept information on credit spreads was not available to market. This guy is either rich, or lucky, or knows his biz. But this was listening to advises of Obama Capital LLC?
- Grantham urges investors to move from cash to stocks on March 10th.
- On March 11th Jamie Dimon, "the worst bank manager"of the US Big 4 (but check the stock prices before believing in it!), speaks out, but fails to build a nice "follow-through" candle in the S&P500 chart ...
- Banker of the Year 2008, the "Barbie's Ken", says BofA (BAC) may repay TARP Funds This Year on March 18th, before the FOMC decision looming ...
- Of course, the Fed is not regulating the hedge fund industry, including the Obama Capital LLC, Citi' s Spinning Tuesdays, Banks etc. and has no minor knowledge of their activities. In a deep despair, Fed initiates Quantitative Easing on March 18th ...
- Meanwhile, the Obama Capital LLC introduces the market with second derivative case of economy ... And even Mobius fears to miss the last chance of his life!
- After mere 50% profit in bank equities from the March low and the initial trading call by Obama Capital LLC, Geithner Associates LLC introduces Geithner Put on March 23rd ... or "Weighs Further Steps for Citi"?
- On the following day (March 24) "Barbie's Ken" announces the final move to break the "negative feedback loop" and Merrill's culture ...
- Dark Musings are forcing even the pro-bank John Hampton to turn around ...
It does not matter, what is Plan B? It is Wall Street that matters! Me stupid, the Thai Banking Virus has infected the real economy, and credit crisis is gone ...
It looks like PIMROCK has been widely noticed, and watch closely from 4th minute ... these guys have extensively discussed, but to me it sounds - not only bonuses, and not the last 2 days ... and Bill Gross needed deep study (how many minutes after announcement?) of newly announced plan to publicly commit to it (whatever that means?) ... Thinking of PIMROCK, I somehow thought of those poor plumbers Joe, John ... being extremely bullish in option markets at the start of month? But pure phantasm! And they lived happily ever after ...
Why Cuomo is spending so much non-productive hours with AIG?
Well, fundamentals remain the same!
This is how economic recovery begins ...
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