Comments on: The Trillion Dollar Question: Looking at the Exact Items That will Cause $1 Trillion in Write-down Losses. http://www.doctorhousingbubble.com/the-trillion-dollar-question-looking-at-the-exact-items-that-will-cause-1-trillion-in-write-down-losses/ How I Learned to Love Southern California and Forget the Housing Bubble Sat, 22 Nov 2008 10:08:39 +0000 http://wordpress.org/?v=2.2.2 By: Roy http://www.doctorhousingbubble.com/the-trillion-dollar-question-looking-at-the-exact-items-that-will-cause-1-trillion-in-write-down-losses/#comment-19780 Roy Fri, 11 Jul 2008 00:27:46 +0000 http://www.doctorhousingbubble.com/the-trillion-dollar-question-looking-at-the-exact-items-that-will-cause-1-trillion-in-write-down-losses/#comment-19780 The book seems a bit rushed (not surprising) and spends a little too much time on redundant commentary where a few charts would have explained things better. Since you have the data and tools, how about doing one better? For some future post, connect the bubbles over time and show how the money spigot from leveraged funds (mostly hedge and derivative funds) has moved from junk bonds to stocks, early CMO's, back to stocks, then to CDO's, and now leveraged commodity trading (a.k.a., oil speculation). Put each of those bubbles on a long time scale graph and I think you'll find that they are almost continuous -- just like passing an air hose from one balloon to another. The solution should be obvious, but it would put most of wall street out of work. The book seems a bit rushed (not surprising) and spends a little too much time on redundant commentary where a few charts would have explained things better. Since you have the data and tools, how about doing one better? For some future post, connect the bubbles over time and show how the money spigot from leveraged funds (mostly hedge and derivative funds) has moved from junk bonds to stocks, early CMO’s, back to stocks, then to CDO’s, and now leveraged commodity trading (a.k.a., oil speculation). Put each of those bubbles on a long time scale graph and I think you’ll find that they are almost continuous — just like passing an air hose from one balloon to another. The solution should be obvious, but it would put most of wall street out of work.

]]> By: missedthebubble http://www.doctorhousingbubble.com/the-trillion-dollar-question-looking-at-the-exact-items-that-will-cause-1-trillion-in-write-down-losses/#comment-19332 missedthebubble Wed, 02 Jul 2008 18:13:17 +0000 http://www.doctorhousingbubble.com/the-trillion-dollar-question-looking-at-the-exact-items-that-will-cause-1-trillion-in-write-down-losses/#comment-19332 a lot of crazy things are all coming to roost right now...... Vegas was sort of a ghost town this weekend, and has now adopted the Tijuana shills out in front of the club trying to bring people in marketing tactic. Which I found suprising, and then scary since they haven't dropped their entrance prices to the clubs or the room rates yet. At one bar, I sat next to a man arguing with his wife in regards to not playing the slots. His theory was, "Vegas is hurting, and it doesn't take a brain surgeon to figure out that they are gonna dial up the machines to ultra tight" This basically means nothing, but I always thought Vegas represented the real USA. and after this weekend, things don't look good for Vegas... a lot of crazy things are all coming to roost right now……

Vegas was sort of a ghost town this weekend, and has now adopted the Tijuana shills out in front of the club trying to bring people in marketing tactic. Which I found suprising, and then scary since they haven’t dropped their entrance prices to the clubs or the room rates yet. At one bar, I sat next to a man arguing with his wife in regards to not playing the slots. His theory was, “Vegas is hurting, and it doesn’t take a brain surgeon to figure out that they are gonna dial up the machines to ultra tight”

This basically means nothing, but I always thought Vegas represented the real USA. and after this weekend, things don’t look good for Vegas…

]]> By: Mae http://www.doctorhousingbubble.com/the-trillion-dollar-question-looking-at-the-exact-items-that-will-cause-1-trillion-in-write-down-losses/#comment-19235 Mae Tue, 01 Jul 2008 00:53:15 +0000 http://www.doctorhousingbubble.com/the-trillion-dollar-question-looking-at-the-exact-items-that-will-cause-1-trillion-in-write-down-losses/#comment-19235 Government agencies currently insure deposits at banks and credit unions. If there are multiple failures at those institutions I wonder if we might be getting pennies on the dollar for our 'insured' deposits. Government agencies currently insure deposits at banks and credit unions. If there are multiple failures at those institutions I wonder if we might be getting pennies on the dollar for our ‘insured’ deposits.

]]> By: SEAN http://www.doctorhousingbubble.com/the-trillion-dollar-question-looking-at-the-exact-items-that-will-cause-1-trillion-in-write-down-losses/#comment-19234 SEAN Mon, 30 Jun 2008 23:02:42 +0000 http://www.doctorhousingbubble.com/the-trillion-dollar-question-looking-at-the-exact-items-that-will-cause-1-trillion-in-write-down-losses/#comment-19234 With the cost of gas, parking & admission you are looking at least $200 down the toilet. With the econemy as of now I don't think many people are saying "Hay! you cant make your morggage payment! What are you going to do now!" "We're going to Disneyland!" With the cost of gas, parking & admission you are looking at least $200 down the toilet. With the econemy as of now I don’t think many people are saying “Hay! you cant make your morggage payment! What are you going to do now!” “We’re going to Disneyland!”

]]> By: Tricia http://www.doctorhousingbubble.com/the-trillion-dollar-question-looking-at-the-exact-items-that-will-cause-1-trillion-in-write-down-losses/#comment-19227 Tricia Mon, 30 Jun 2008 20:00:33 +0000 http://www.doctorhousingbubble.com/the-trillion-dollar-question-looking-at-the-exact-items-that-will-cause-1-trillion-in-write-down-losses/#comment-19227 I went to Disneyland in May (Mothers Day) and mid June, there were short lines then too. Both Sundays. It was great, only the new rides had lines. It should have a lot more people.... I went to Disneyland in May (Mothers Day) and mid June, there were short lines then too. Both Sundays. It was great, only the new rides had lines. It should have a lot more people….

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