Credit Crunch ...$105billion

DanielLambert · Feb 11, 2008

Wheres the missing $105bn? with Japan and China back from their weeks holiday, rumour is that they will clarify the situation and then expect US T bonds to rally in the coming days..

grantx · Feb 11, 2008

Daniel,

There's also a fear the Chinese may start selling heavy on their return, Wednesday. We'll see.

Grant.

DanielLambert · Feb 11, 2008

grantx said:
Daniel,

There's also a fear the Chinese may start selling heavy on their return, Wednesday. We'll see.

Grant.

You might be right , the stock markets might start heading south , but surely if it transpires its an Asian risk , the US financials ( ie Bond Markets ) will rally , even though the US stock markets might head south

grantx · Feb 12, 2008

Daniel,

Can't argue with that. The question then becomes, how low can yields get? Maybe investors will look elsewhere - Europe, even emerging market debt? What goes around, comes around.

Grant.

DanielLambert · Feb 12, 2008

grantx said:
Daniel,

Can't argue with that. The question then becomes, how low can yields get? Maybe investors will look elsewhere - Europe, even emerging market debt? What goes around, comes around.

Grant.

Warren is putting up $800bn, so might not be an inverse trade....could see Bonds and Equities rally.. We have a US holiday next monday(Presidents Day) , might be a chance for markets to do the inverse of MLK day and rally on the US closed monday....

grantx · Feb 13, 2008

Daniel,

Buffet's offer concerned only municipals which still have AAA. He wasn't interested in the junk. In other words, he was trying to cherry-pick - take the best but still leave the problematic sub-prime/cdo's. There's a technical term for this: taking the p1ss. Two of the three Co's told him where to go.

Grant.

DanielLambert · Feb 14, 2008

grantx said:
Daniel,

Buffet's offer concerned only municipals which still have AAA. He wasn't interested in the junk. In other words, he was trying to cherry-pick - take the best but still leave the problematic sub-prime/cdo's. There's a technical term for this: taking the p1ss. Two of the three Co's told him where to go.

Grant.

But surely at least he is prepared to cherry pick....given that they have been dragged down by the bad apples its a sign that he is confident quality will bounce back...

Bernanke put the "khy wash" on todays trade, but we are now coming into the long weekend... so im guessing on a bounce

Credit Crunch ...$105billion

DanielLambert

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