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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: basho who wrote (56701)	3/24/2006 1:39:57 AM
From: shades	Respond to of 110194

Excluding financial corporates ($67.4 net issues) The philster says these financials are helping the market to tread water - but their days are numbered - however don't fight the tape and ride the momentum up for right now. and US buying of foreign shares ($137.5 billion), screen.morningstar.com You can see the past month that europe, japan, and foreign large "blend/growth/value" etf's have all been making nice gains. we're left with the astounding figure for non-financial corporates of -$366 billion. The highest previous figure was -$215.5 billion in 1998. The SMART inside MONEY at the top perhaps knows now is the time to execute their final plans before humpty dumpty comes crashing down?? I remember an HBO special about barbarians at the gate imdb.com It was a james garner movie about the RJR Nabisco takeover. What are these SMART folks gonna do after they cash their shares in and get us green paper? If green paper is doomed they should get something else eh? Treasuries? Shiny Metal? Property rights to lots of land and real estate? MRE's in the back yard? Where will they take thier green paper if not US Stocks? I forget what the RJR guy bought, a nice house in cali I think - HAHA. The philster says at the end of this we are going to see so many CEO's and Bank loan officers in jail that our taxes will have to double to house all the crooks! HAHA! I keep asking Chen how do we lock up hundreds of thousands of financial dilbert managers around the globe - that is not not a reality I can fathom right now. I know jim rogers wants to lock up a lot of people in washington and wall street - they have cooked books and broke laws - and they deserve punishment - but there are just too many!! Much of this bizarre behaviour can no doubt be sheeted home to the pervasive influence of insider option holdings on management decision making. Bogle and others say the soul of capitalism is dying - we need to make some serious fundamental changes - I never thought I would see the day where Kudlow would tell us to Vote Donkey - that is a MAJOR indicator to me. As of course can the sharp decline in dividend payments as a % of profits. The eventual washup of all this stupidity and cupidity will likely be a corporate scandal of unprecedented scope. Notice how Kudlow is changing his tune - he is not as DUMB as some people here think he is - when the public gets mad and angry and starts locking people up - he will say HEY - I am the one that TOLD you to vote BLUE - we have all these donkeys in congress now because of me - lets go arrest some red elephants! He is covering his ass for the political blowup he sees coming I am sure! Now all we need is Oreilly to hug Stuart Smalley and the sea change will be complete! I believe america will turn blue soon, taxes will go up, and the political sea change will be interesting - how much longer can citizens keep voting for less taxes for the rich and more entitlements for the poor - you can only stretch a rubber band so far. The red politicos were given a chance to show how they would cut pork and fight things on the entitlement end - that has been a dismal failure. If its good enough for Massachusettes - its good enough for us all eh? hehe More entitlements baby!

To: basho who wrote (56701)	3/24/2006 1:59:28 AM
From: shades	Respond to of 110194

Hold up - I read some user comments to refresh my memory of what the rich PIG MAN bought: imdb.com All the characters' roles are well written but James Garner gets the palm, not just for his unforced and vulgar wit but for a breezy disregard for everything except his own wealth, exemplified in his fleet of jet airplanes with their private hangar. Garner keeps denigrating the pursuit of wealth for it's own sake -- "After all, how many sets of golf clubs can you be buried with?" -- but acts all the way through as if that were his one and only priority. In his own defense, he says indignantly, "I don't plan to be homeless -- or planeless either for that matter." There must have been enormous pressure on Gelbart and the others involved to turn this movie "serious" towards the end, to bring in cancer and emphysema, a sobbing victim, a military-industrial conspiracy to undermine the health of the proletariat, to expose big business for the angry, villainous, mean-spirited, duplicitous cretins that they are but, thank Bog, Gelbart resisted any tendency to make the movie "about something." He keeps the ending as ironic as the rest of the film. Poor Garner. He loses his job, "The first time I've been out of work since I was fourteen," he moans, and retires with a severance package amounting (after taxes) to only $23m. Close on a shot of a mansion in Palm Beach. ...After you've watched the film, you might ask yourself---`who paid for all the corporate excess, the inefficiency, stupidity, the feeding of massive egos, and blatant disregard for the ‘little people'?' ...A story of greed, F. Ross Johnson's attempt to rid himself of troublesome shareholders who bug him with cries to curb his excessive management and lifestyle ignites a bidding war for ownership of RJR-Nabisco. Through sessions of number-crunching, men's room meetings, and personal loyalties and competitions, the fate of the company and those involved is decided and standards set for what will be allowed or punished by the captains of industry of the 1980's heyday. For a movie dealing with such despicable and probably in real life boring characters, the final product is delightful, entertaining, and almost educational. While the level of greed and excess is appalling, you can't help getting caught up in the wheeling and dealing and the competition, rooting for one side or the other while knowing you shouldn't like either one. The greedy CEO or the heartless junk-bond trader (Henry Kravis), take your pick and enjoy. No one is immune to the satire of the film, down to the trophy wives and their manicurists who know more about Wall Street than they do. Still, the comic tone is maintained; as much as you want to hate them, the film avoids moralizing, content just to ridicule and make the audience laugh.