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

To: ggersh who wrote (101040)	2/8/2009 11:59:11 AM
From: LTK007	1 Recommendation Read Replies (1) \| Respond to of 110194

TSR says Obama's accountability moves thus far amount to naught but Window Dressing. In other words it sounds good, but is just hollow hype. (i am of those that did NOT vote in 2008, just to keep it known i am a snarly APOLITICAL ANIMAL--o my) "So far, however, the administration's bark has been much worse than its bite. President Obama and Treasury Secretary Geithner made it official that executive pay would be capped at $500k for companies that need life support from TARP II, but the new restrictions will not apply retroactively, will not apply to thousands of executives who are below the very top of the companies in question, and will apply only to those few companies who are getting the most from the TARP II package. In short, it is window-dressing. Similarly, new rules requiring the disclosure of luxury perks and a ban on golden parachutes will also be extended only to banks partaking of the Fed's most aggressive fiscal programs." Gregory Spear

To: ggersh who wrote (101040)	2/8/2009 12:09:13 PM
From: LTK007	Read Replies (1) \| Respond to of 110194

Wonder how Adult Sized Tricycles would do:)eom

To: ggersh who wrote (101040)	2/8/2009 12:10:08 PM
From: TH	4 Recommendations Read Replies (2) \| Respond to of 110194

ggersh, I do not know exactly what freaked them out, besides the obvious sales reduction, but I have an idea. I wish I could just post everything I know about our global sales forecast and actual current orders, but I would most certainly be fired for doing so (assuming someone found out). As for auto sales volumes, it is too soon to make a guess. I have left my Jan forecast update unchanged, even after the increase in GM releases. I'm still waiting for written confirmation from Chrysler on release increases, but so far those have not arrived. In April it will be possible to make another guess on annual automotive sales as I guess that one of three things will happen. 1. The bump in releases now will result in more inventory on the lots, as that initial wave of buyers who have been waiting to buy peters out. Look out below. 2. There is a flattening of releases in March/April as system fill is met and new lower production is maintained on a somewhat steady pace. Maybe 9.5 would still be possible. 3. Buyers strike again as unemployment and general economic conditions worsen. If it is number three, then yes, 6-8 million might be the result. I'm not ready to go that low just yet, but I'm watching for clues. GT TH