tag:blogger.com,1999:blog-9051982125491512246.post5929532931441747079..comments2023-10-18T07:52:02.335-07:00Comments on View from the Bunker: SlowBunkermanhttp://www.blogger.com/profile/01581707538321410112noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-9051982125491512246.post-70202693538872252922007-12-20T10:01:00.000-08:002007-12-20T10:01:00.000-08:00btw, the bond insurers insure "real" losses caused...btw, the bond insurers insure "real" losses caused by defaults on the underlying loans, not "market" panic selling losses.Bunkermanhttps://www.blogger.com/profile/01581707538321410112noreply@blogger.comtag:blogger.com,1999:blog-9051982125491512246.post-65000864152990628822007-12-20T09:44:00.000-08:002007-12-20T09:44:00.000-08:00At soem point all these claims of "losses" in the ...At soem point all these claims of "losses" in the "market" have to tie into actual losses on an actual loan. That the flaw in all these analyses. They just don't tally them out.Bunkermanhttps://www.blogger.com/profile/01581707538321410112noreply@blogger.comtag:blogger.com,1999:blog-9051982125491512246.post-52772829568299677422007-12-20T09:42:00.000-08:002007-12-20T09:42:00.000-08:00seems like broker analysts are trying to outdo eac...seems like broker analysts are trying to outdo each other in being negative. Uh ... where were most of them 1 year ago ?Bunkermanhttps://www.blogger.com/profile/01581707538321410112noreply@blogger.comtag:blogger.com,1999:blog-9051982125491512246.post-81634211976852655922007-12-20T08:18:00.000-08:002007-12-20T08:18:00.000-08:00MBI...read the MS report out today...if they fail ...MBI...read the MS report out today...if they fail WM CFC are gonnzo...BAC won't see the 40 handle again until 2010...perhaps the worry of the day, but I found it rathter shocking...but what do I know...I didn't attend Iowa State.Frostyhttps://www.blogger.com/profile/16390965523864496135noreply@blogger.comtag:blogger.com,1999:blog-9051982125491512246.post-43505560026295072342007-12-20T08:17:00.000-08:002007-12-20T08:17:00.000-08:00The first TAFfy proves the Fed should have cut the...The first TAFfy proves the Fed should have cut the discount as ... uh ... I said, at least 50 bps - 75 preferablyBunkermanhttps://www.blogger.com/profile/01581707538321410112noreply@blogger.comtag:blogger.com,1999:blog-9051982125491512246.post-56844384080852119692007-12-20T08:13:00.000-08:002007-12-20T08:13:00.000-08:00I thought the first TAFfy was positive, indicating...I thought the first TAFfy was positive, indicating no desperation, but some need. Sort of Goldilocks.<BR/><BR/>Also indicating the discount rate is the problem re creidt crunch. Of course the ECB has shamed the FED enormously.Bunkermanhttps://www.blogger.com/profile/01581707538321410112noreply@blogger.comtag:blogger.com,1999:blog-9051982125491512246.post-2692487236990154492007-12-20T07:38:00.000-08:002007-12-20T07:38:00.000-08:00Bunkerman...have you had time to evaluate these fe...Bunkerman...have you had time to evaluate these fed actions?Frostyhttps://www.blogger.com/profile/16390965523864496135noreply@blogger.comtag:blogger.com,1999:blog-9051982125491512246.post-23409933113533560232007-12-20T04:27:00.000-08:002007-12-20T04:27:00.000-08:00I think gasoline prices hurt casual dining as one ...I think gasoline prices hurt casual dining as one can spend the cost of a meal driving there.<BR/><BR/>Also they have a lot of exposure in Geezerdom aka Florida which had a huge real estate speculative bubble.Bunkermanhttps://www.blogger.com/profile/01581707538321410112noreply@blogger.comtag:blogger.com,1999:blog-9051982125491512246.post-8384412320768647142007-12-20T04:25:00.000-08:002007-12-20T04:25:00.000-08:00uh ... I'm "rich" and love eating at McD ... looki...uh ... I'm "rich" and love eating at McD ... looking forward to the double QPwC on my drive to Ohio on Sunday.Bunkermanhttps://www.blogger.com/profile/01581707538321410112noreply@blogger.comtag:blogger.com,1999:blog-9051982125491512246.post-77056841799818045922007-12-20T04:22:00.000-08:002007-12-20T04:22:00.000-08:00where is the recession? have you seen the charts...where is the recession? have you seen the charts of the casual diners? DRI PNRA PFCB CAKE BWLD PZZA etc.....all at lows. oh wait. only the wealthy and powerful must eat there<BR/><BR/>'rich man's panic'<BR/>lmaoooooooooooooooooooooo<BR/><BR/>ps......meanwhile MCD close to highs.....ya......you go to mcdonalds when you are makin big buxBudhttps://www.blogger.com/profile/18264912815575367588noreply@blogger.com