Comments for What does it all mean? http://www.dwaserstein.com/blog Because that's what we all wonder about Mon, 04 Jan 2010 05:45:37 +0000 http://wordpress.org/?v=2.9.1 hourly 1 Comment on More Confirmation by Kass Predicts 2010 | What does it all mean? http://www.dwaserstein.com/blog/?p=85&cpage=1#comment-28 Kass Predicts 2010 | What does it all mean? Mon, 04 Jan 2010 05:45:37 +0000 http://www.dwaserstein.com/blog/?p=85#comment-28 [...] More Confirmation [...] [...] More Confirmation [...]

]]> Comment on Thought for Friday night by Zero Hedge does the US Govt and the GSEs | What does it all mean? http://www.dwaserstein.com/blog/?p=9&cpage=1#comment-27 Zero Hedge does the US Govt and the GSEs | What does it all mean? Sat, 02 Jan 2010 04:39:34 +0000 http://www.dwaserstein.com/blog/?p=9#comment-27 [...] Thought for Friday night Share and Enjoy: [...] [...] Thought for Friday night Share and Enjoy: [...]

]]> Comment on Write this one down in your book by More Confirmation | What does it all mean? http://www.dwaserstein.com/blog/?p=58&cpage=1#comment-23 More Confirmation | What does it all mean? Mon, 18 May 2009 11:25:07 +0000 http://www.dwaserstein.com/blog/?p=58#comment-23 [...] Back in February, I predicted PE would step in and begin to take banking assets private, in particular the bulge bracket firms. It’s starting although we’re not up to the bulge brackets yet… that’ll probably have to wait until 3Q09. [...] [...] Back in February, I predicted PE would step in and begin to take banking assets private, in particular the bulge bracket firms. It’s starting although we’re not up to the bulge brackets yet… that’ll probably have to wait until 3Q09. [...]

]]> Comment on Is it or isn’t it? by I love confirmation… | What does it all mean? http://www.dwaserstein.com/blog/?p=17&cpage=1#comment-22 I love confirmation… | What does it all mean? Wed, 22 Apr 2009 13:55:16 +0000 http://www.dwaserstein.com/blog/?p=17#comment-22 [...] Back in January, I surmised that China was putting the screws to the US vis-a-vis the US’s fiscal and monetary policies. [...] [...] Back in January, I surmised that China was putting the screws to the US vis-a-vis the US’s fiscal and monetary policies. [...]

]]> Comment on How does Quantitative Easing work? by xom-only http://www.dwaserstein.com/blog/?p=36&cpage=1#comment-5 xom-only Tue, 13 Jan 2009 22:24:05 +0000 http://www.dwaserstein.com/blog/?p=36#comment-5 saw your comment on alpha saw your comment on alpha

]]> Comment on How does Quantitative Easing work? by xom-only http://www.dwaserstein.com/blog/?p=36&cpage=1#comment-4 xom-only Tue, 13 Jan 2009 22:22:24 +0000 http://www.dwaserstein.com/blog/?p=36#comment-4 i don't think the 1 trillion will do what it's said it's for. i think when we get to the other side of refunding the banks , insurance companies, gm's , etc, we will continue to have rising unemployment albeit significantly slower. i think babyboomers will never go back to buying harley's. the only way we get to the other side of our indulgences is to refinance everyone that has a home plus or minus and that will take mortgage rates below 2 percent. that can't happen untill everything else has been shored up and the federal starts looking for something else to do to help in order to get re elected. this river is going to take a long time to cross. i don’t think the 1 trillion will do what it’s said it’s for.

i think when we get to the other side of refunding the banks , insurance companies, gm’s , etc, we will continue to have rising unemployment albeit significantly slower.

i think babyboomers will never go back to buying harley’s.

the only way we get to the other side of our indulgences is to refinance everyone that has a home plus or minus and that will take mortgage rates below 2 percent. that can’t happen untill everything else has been shored up and the federal starts looking for something else to do to help in order to get re elected. this river is going to take a long time to cross.

]]> Comment on Thought for Friday night by Is it or isn’t it? http://www.dwaserstein.com/blog/?p=9&cpage=1#comment-2 Is it or isn’t it? Thu, 08 Jan 2009 05:20:08 +0000 http://www.dwaserstein.com/blog/?p=9#comment-2 [...] as well eventually.) Pay attention because here comes the coup de grace. Going back to my Friday night thought, it’s the Chinese that have allowed the US Treasury to cheaply act as the CDS counter-party [...] [...] as well eventually.) Pay attention because here comes the coup de grace. Going back to my Friday night thought, it’s the Chinese that have allowed the US Treasury to cheaply act as the CDS counter-party [...]

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