SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Clown-Free Zone... sorry, no clowns allowed

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Win-Lose-Draw who wrote (198509)10/18/2002 11:07:33 AM
From: stan_hughes  Read Replies (1) of 436258
 
i am not good at predicting this sort of thing

Neither am I, and I always try to remind myself that analyses and predictions made under a static set of known inputs need to be regularly revisited to take new events into account. All I can say at this point is that if nothing changes, I don't see how we avoid a collapse, or at least what most people would call a collapse.

When will it happen? My best guess is that it begins with a new liquidity crunch that alters the short term rate picture, promulgating a large domino-style failure somewhere, which in turn starts a chain reaction of default. If I knew which of the many candidates for disaster was going to fail first, I might be able to answer the question, but I don't.

Brazil? Some British insurer? A German bank? JPM? Some other big derivatives player? A big MF run? Another terrorist attack? Another corporate accounting fraud? Simply the exhaustion of JSP's lines of credit?

It's eeny-meeny-miney-mo if you ask me, you supply the dates
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext