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Derive This

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Derive This | derivethis.blogspot.com Reviews
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Looking for something to fascinate about.
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1 derive this
2 posted by
3 bo peng
4 2 comments
5 labels financial market
6 no comments
7 i'll be back
8 about what
9 i asked
10 absolutely
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derive this,posted by,bo peng,2 comments,labels financial market,no comments,i'll be back,about what,i asked,absolutely,labels random musings,labels financial crisis,financial market,amen,1 comment,malaysia 80,argentina 70,labels china,d nd said,inflation
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Derive This | derivethis.blogspot.com Reviews

https://derivethis.blogspot.com

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1

Derive This: The Biggest Source for Risk: Government

http://derivethis.blogspot.com/2009/03/biggest-source-for-risk-government.html

Looking for something to fascinate about. Saturday, March 7, 2009. The Biggest Source for Risk: Government. The perpetual bailouts are wrong on many levels. Today I'll focus on just one. The government has become the single biggest risk in financial markets. What will the next bailout do? Is it going to wipe out common equity? If so, will it be the C-series? Or will they screw the junior debt? Or are they going to let it fail? Or maybe they'll just keep on pumping money in? I mean, are you sure? Who gets...

2

Derive This: You Can Give Me Money, But You Can't Make Me Lend It

http://derivethis.blogspot.com/2009/02/you-can-give-me-money-but-you-cant-make.html

Looking for something to fascinate about. Saturday, February 21, 2009. You Can Give Me Money, But You Can't Make Me Lend It. I understand it's hard to argue for bank's case on anything nowadays. But I believe the old motto of "easy things are not worth trying" so I'll take a shot here. Speaking in evil bank's voice) Uncle Sam, do you want me to be a for-profit entity or a social service? If you force banks to lend to risky credit in this dismal climate, then you're forcing them to repeat the same mistake...

3

Derive This: When Will the USD Carry Trade Finish Unwinding?

http://derivethis.blogspot.com/2009/02/when-will-usd-carry-trade-finish.html

Looking for something to fascinate about. Tuesday, February 10, 2009. When Will the USD Carry Trade Finish Unwinding? Recently, and especially today, we're seeing another proof of USD and JPY being the carry-trade currencies. It's implausible to argue the recent USD strength has anything to do with safety or even risk aversion, the latter being the usual explanation for carry-trade currency strength. It's more like forced, maybe even panicking, unwind of existing carry trades. Could you explain what if a...

4

Derive This: Too-Freemarket Has Become Anti-Free-Market

http://derivethis.blogspot.com/2009/04/too-freemarket-has-become-anti-free.html

Looking for something to fascinate about. Wednesday, April 8, 2009. Too-Freemarket Has Become Anti-Free-Market. But here's the rub: we're making it even more too-big-to-fail. Free market has committed suicide. But it gets worse. The Unholy Ghost of Anti-Freemarket is still walking the Earth, preaching the same words to the Great Unwashed Public, who nod and chant in unison: Yeah! Thou shalt not nationalize! No, that last part was me. I'm still against government regulation. And what we have now is re...

5

Derive This: Random Musings from Dixie Country

http://derivethis.blogspot.com/2009/04/random-musings-from-dixie-country.html

Looking for something to fascinate about. Sunday, April 19, 2009. Random Musings from Dixie Country. It was shortly after midnight. I was sitting in a local 24-hr diner nearby my hotel, ordering my late-night breakfast. I was vacationing in Pigeon Forge, TN, just outside of Smoky Mountains. Dark and quiet outside, a few customers inside, local twang and country music lightly sprinkle the air. It felt like a scene from Sweet Dreams. And the sausage gravy was awesome. This is not racial, Good Lord knows, b...

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ClusterGains - Oil

http://www.clustergains.com/oil

Several lessons can be drawn from this incident. First, we can tap the ocean for a lot of new oil if we can learn how to be safe about doing it. Secondly, until the safe drilling issues are resolved, we will have to depend on land drilling and the Canadian tar sands as well as Middle Eastern oil. This bodes well for owning stocks of companies that are pumping oil from the Bakken area of North Dakota and the Canadian oil sands companies. Major Stock Index Charts. Russell 2000 Small Caps.

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Derive This

Looking for something to fascinate about. Thursday, April 30, 2009. Annihilate the Perverse Effect of CDS. A stable and sustainable economic and financial system should have few positive feedback loops, or as some call pro-cyclic factors. Unfortunately, finance by nature tends to be pro-cyclic, thus the saying about bankers lending out umbrella when it's not raining. So one must be especially watchful of positive feedback mechanism in finance. Here's how to save the baby while dumping the bath water.

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