Recent Fully Deluded News
Stephan Roach: Huge Setback for US-style Capitalism
Posted from The Big Picture 17 hours ago
Fully Deluded : Market
http://www.ft.com/cms/893ac9c8-757e-11dc-b7cb-0000779fd2ac.html?_i_referralObject=871727273&fromSearch=n (original story)
Got bubonic plague? Get more rats
Posted from NakedShorts 20 hours ago
Fully Deluded : Market
NakedShorts has previously had occasion to point out that the cures currently proffered for the current attack of financial incontinence bear a striking resemblance to the underlying causes. So, welcome aboard, Jim Grant: Low interest rates, easy money and malleable... (original story)
Time: Niall Ferguson on the Path Forward
Posted from Paul Kedrosky's Infectious ... 23 hours ago
Fully Deluded : Techno
While Time magazine has a somewhat over-the-top cover on the current issue, the underlying article by economist Niall Ferguson is worth reading, even if a little heavy on history and light on prescriptions. What's more, this is no longer an exclusively American crisis. European banks are going under as well. Growth rates in the euro zone and Japan have fallen further than in the U.S. Emerging markets too are suffering. With the exception of Brazil, stock markets in the BRIC economies (Brazil, Russia, India and China) are now down about 40% or more on the year. The notion that Asia has... (original story)
Economist: World on the Edge
Posted from Paul Kedrosky's Infectious ... 23 hours ago
Fully Deluded : Techno
The Economist magazine has the cover of the week on the credit crisis: (original story)
Fannie Mae and the Financial Crisis
Posted from The Big Picture 23 hours ago
Fully Deluded : Market
(, who threatened to withhold all mortgages from Fannie. http://bigpicture.typepad.com/comments/2008/09/the-underlying.html http://www.economagic.com/gif/g240189063028104959364597780376672.gif (original story)
Will The iPhone Kill Amazon's Kindle? No. (AMZN, AAPL)
Posted from Silicon Alley Insider 23 hours ago
Fully Deluded : Techno
We know Amazon's (AMZN) Kindle faces competition from the likes of Sony (SNE) in the nascent digital reader market, but is Apple's (AAPL) iPhone the bigger threat? Forbes thinks so, noting that free iPhone e-reader Stanza has already been downloaded over 395,000 times. This compares to the 378,000 Kindles that Citi estimates Amazon will be able to sell this year. But this is an apples-to-oranges comparison. Here's why: The iPhone's tiny screen is magnificent for checking your whereabouts on Google Maps or looking up trivia on IMDB, but for long-form text like a novel just thinking about it m... (original story)
Financials, see ya Thursday!
Posted from NakedShorts 23 hours ago
Fully Deluded : Market
On Friday, October 3, 2008, the President signed the historic Emergency Economic Stabilization Act of 2008 (HR 1424), aimed at stemming the credit crisis [Good luck with that — Ed]. Accordingly, the Commission’s Emergency Order that prohibits persons from selling... (original story)
You Are Not The Boss Of Me, Judge Ramos!
Posted from Dealbreaker 23 hours ago
Fully Deluded : Hedgie
In a press release written so quickly it is missing several spaces, Wachovia sets the record straight and plays the "taxpayer" trump card: CHARLOTTE, N.C., Oct. 5 /PRNewswire-FirstCall/ -- Wachovia does notbelieve Justice Ramos' order has any effect on the validity of the Wells Fargoagreement with Wachovia. Wachovia continues to believe its agreement with Wells Fargo, whichinvolves no government assistance, is proper and valid. The agreement is inthe best interests of shareholders, employees, creditors and retirees as wellas the American taxpayers and it imposes no risk to the FDIC fund. Un... (original story)
Kleiner Perkins' Secret Plan To Make Billions Saving World
Posted from Silicon Alley Insider 23 hours ago
Fully Deluded : Techno
A massive article in the NYT by Jon Gertner details Kleiner's greentech strategy. Electric cars, thin-film solar panels, jet-turbine windmills, and KP profits of $1 billion a year. Alas, most of the stuff is so cool, they can't tell you about it. [M]ost of the Kleiner's green-tech investments are not publicly discussed. By my count, the firm has acknowledged 15 of its 40 investments. The rest are in what V.C.'s call 'stealth' mode, hidden from the press (and copycat V.C.'s) until they are on sounder footing. Last summer, the growing number of stealth companies involved with clean energy formed... (original story)
Wall Street Starts Cutting Google Estimates
Posted from Silicon Alley Insider 23 hours ago
Fully Deluded : Techno
As we said last week, one of the near-term headwinds for Google's stock is the likelihood that Wall Street will be cutting estimates for the company for a while. We have heard that Google's internal revenue-growth target for 2009 is about 15%, and the Street is still expecting 20%. Also, the global economy is deteriorating rapidly. The vast majority of Google's growth is coming from international markets, and we find it almost inconceivable that Google will power through this unscathed. AmTech's Rob Sanderson cut his Google estimates on Friday. His logic was 1) the rally of the dollar (FOREX h... (original story)
Weekend reading: Clock-cleaning News
Posted from NakedShorts 23 hours ago
Fully Deluded : Market
Dealbreaker has a remarkable array of ‘Dear Investor’ mea culpas — from Cerberus Partners, Greenlight Capital, TPG Axon and Tontine Associates — along with unconfirmed Sep. 2008 (and in some cases YTD) performance data for a wide range of mostly... (original story)
That Was Quick…
Posted from Alea 23 hours ago
Fully Deluded : Hedgie
It was only a few days ago that Ms Merkel, the German Chancellor, was strongly criticizing the Irish for guaranteeing all savings deposits and now guess what: Germany will guarantee all private savings accounts, says Chancellor Angela Merkel, as a major bank struggles to stay in business. Add: Full deposit protection is nigh German govt to guarantee deposit [...] (original story)
Graphic Depiction of Finance Crisis
Posted from The Big Picture 23 hours ago
Fully Deluded : Market
Nice collection of charts and graphics over at the BBC. These two are my favorite: > > > Source: Finance crisis: in graphics BBC, Friday, 3 October 2008 http://news.bbc.co.uk/2/hi/business/7644238.stm (original story)
Did JPM Cash Call Bring Down Lehman ?
Posted from The Big Picture 23 hours ago
Fully Deluded : Market
Winston Munn (original story)
Early Dollar Trades
Posted from Alea 23 hours ago
Fully Deluded : Hedgie
EUR/USD: 136.83/93 from 137.72 late friday Email This (original story)
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