Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: ild who wrote (72194)	10/17/2006 1:29:15 PM
From: orkrious	Read Replies (3) \| Respond to of 110194

@PPI -- trotsky, 10:22:54 10/17/06 Tue while the so-called 'core' PPI seemingly accelerates with the reported 0.6% rate, we're officially now in headline PPI deflation at an astonishing rate (-1.3%), a phenomenon that has recently been in evidence around the world. in fact, recent 'inflation' data out of Europe are indicating that large parts of Europe are close to experiencing outright 'price deflation' (iow, falling prices)on BOTH the headline and core data. it is highly amusing to watch central bankers prance around in their hawk suits as prices begin their plunge and economic activity is slowing down markedly. this is basically the same situation that pertained in the summer/fall of 2001, when they thought the only thing they should worry about in the face of the developing Nasdaq crash was - you guessed it - 'inflation'. we have the proof in writing in the form of Fed minutes - which prove beyond a shadow of doubt that these bureaucrats are as clueless as they come. the US residential housing bubble's demise is on the verge of becoming a system-threatening horror-show imo, even though there is an inexplicable urge by all and sundry to call a bottom. the current mainstream consensus that it either 'won't matter' (a.k.a. the soft landing fable), or that the bust has bottomed out already underestimates the importance of the housing cycle to economic performance in recent years (a typical credit-inflation induced mini crack-up boom) and misjudges the inertia of such cycles. as this is a relatively illiquid market (compared to say, stocks), trends tend to drag on and on. you can begin to count the days until the phrase 'unwelcome fall in inflation' makes a comeback.

To: ild who wrote (72194)	10/17/2006 3:14:12 PM
From: CalculatedRisk	Respond to of 110194

With a Dismal Q3, Will US Q4 Growth Rebound Assuring A Soft Landing? Highly Unlikely As Data Suggest Recession Ahead Nouriel Roubini \| Oct 17, 2006 rgemonitor.com

To: ild who wrote (72194)	10/17/2006 10:42:14 PM
From: Wyätt Gwyön	Respond to of 110194

$3 million is a joke--that's just the parsley. the typical Chief Executive Scumbag of a megacap is pulling down $100 million. the really crappy ones become billionaires--on their way to getting fired. the CEO of UnitedHealth is being fired and is receiving a $1.1 BILLION going-away package. that is typical level today and shows why US corporations on the whole are a complete joke. online.wsj.com UnitedHealth Group Inc.'s soon-to-be-former chief executive, William McGuire, could walk away from the company with about $1.1 billion in stock options, retirement payouts and other benefits, according to an examination of securities filings. Dr. McGuire agreed to leave the CEO post Sunday in the wake of an internal report that found that millions of stock options were improperly backdated at the company during his watch. The lawyers who conducted the report also found that he signed certificates granting backdated options to employees.