Comments on: Fed trying to break the back of the credit crunch http://www.arohanvalue.com/2008/03/11/fed-trying-to-break-the-back-of-the-credit-crunch/ Commentary on investing and events with distinct value tilt Thu, 28 Aug 2008 09:13:01 +0000 http://wordpress.org/?v=2.3.1 By: steve http://www.arohanvalue.com/2008/03/11/fed-trying-to-break-the-back-of-the-credit-crunch/#comment-144 steve Wed, 16 Apr 2008 15:38:54 +0000 http://www.arohanvalue.com/2008/03/11/fed-trying-to-break-the-back-of-the-credit-crunch/#comment-144 The Fed isnt going to be able to do a thing about the credit crunch, we havnet even begun to hit rock bottom yet. <em>steve's last blog post..<a href='http://debtsettlement.edu.uscaonline.com/15/effects-of-credit-card-debt-settlement-and-credit-report/' rel="nofollow">Effects of Credit Card Debt Settlement and Credit Report</a></em> The Fed isnt going to be able to do a thing about the credit crunch, we havnet even begun to hit rock bottom yet.

steve’s last blog post..Effects of Credit Card Debt Settlement and Credit Report

]]> By: Options Strategery http://www.arohanvalue.com/2008/03/11/fed-trying-to-break-the-back-of-the-credit-crunch/#comment-120 Options Strategery Sun, 16 Mar 2008 07:29:34 +0000 http://www.arohanvalue.com/2008/03/11/fed-trying-to-break-the-back-of-the-credit-crunch/#comment-120 Only primary dealers can access the window and it seems that banks are not in a lending mood. E.g. JPM calling TMA loans. The fed needs to give them a stern talking to. <em>Options Strategery's last blog post..<a href='http://feeds.feedburner.com/~r/OptionsStrategery/~3/250612069/short-idea-true-religion-apparel-trlg.html' rel="nofollow">Short Idea: True Religion Apparel (TRLG)</a></em> Only primary dealers can access the window and it seems that banks are not in a lending mood. E.g. JPM calling TMA loans. The fed needs to give them a stern talking to.

Options Strategery’s last blog post..Short Idea: True Religion Apparel (TRLG)

]]> By: Arohan http://www.arohanvalue.com/2008/03/11/fed-trying-to-break-the-back-of-the-credit-crunch/#comment-111 Arohan Wed, 12 Mar 2008 21:19:08 +0000 http://www.arohanvalue.com/2008/03/11/fed-trying-to-break-the-back-of-the-credit-crunch/#comment-111 Thanks John for pointing this out! The banks have a very small window in which they need to start using the facility and restructure their portfolios and try to get back to business as usual. One would hope that they would be aggressive in this respect. I do not think the Fed is generous enough to extend the window or open another window like this in the future if they do not see the banks acting Thanks John for pointing this out! The banks have a very small window in which they need to start using the facility and restructure their portfolios and try to get back to business as usual. One would hope that they would be aggressive in this respect. I do not think the Fed is generous enough to extend the window or open another window like this in the future if they do not see the banks acting

]]> By: Successfultradingtipls.com http://www.arohanvalue.com/2008/03/11/fed-trying-to-break-the-back-of-the-credit-crunch/#comment-110 Successfultradingtipls.com Wed, 12 Mar 2008 19:52:28 +0000 http://www.arohanvalue.com/2008/03/11/fed-trying-to-break-the-back-of-the-credit-crunch/#comment-110 A few quotes worth considering in light of the unprecedented $200 billion injection - "The fed's measures are nota panacea, more like an aspirin" for a bad migraine. Citigroup said "credit concerns are likey to persist and averting a drown out recession is becoming increasingly challenging." My guess is the 28 day liquidity will put the stock market in a trading range for the next 3-4 wks. That is about what happened when the Fed introduced TAF on Nov 26 - a trading range was established for 2-4 wks. Q4 07 earnings season was particularly rough for equity investors will Q1 08 be any better? $200 billion is pretty darn expensive aspirin, will it last for more than a few weeks? I never knew an aspirin to cure a migraine. What would cure the migraine would be to clear out all the writedowns that need to eventually be taken, then investor migraines will dissipate in earnest and be accompanied with an uptick in sentiment. John Bougearel SuccessfulTradingTips.com A few quotes worth considering in light of the unprecedented $200 billion injection - “The fed’s measures are nota panacea, more like an aspirin” for a bad migraine.

Citigroup said “credit concerns are likey to persist and averting a drown out recession is becoming increasingly challenging.”

My guess is the 28 day liquidity will put the stock market in a trading range for the next 3-4 wks. That is about what happened when the Fed introduced TAF on Nov 26 - a trading range was established for 2-4 wks.

Q4 07 earnings season was particularly rough for equity investors will Q1 08 be any better? $200 billion is pretty darn expensive aspirin, will it last for more than a few weeks? I never knew an aspirin to cure a migraine. What would cure the migraine would be to clear out all the writedowns that need to eventually be taken, then investor migraines will dissipate in earnest and be accompanied with an uptick in sentiment.

John Bougearel
SuccessfulTradingTips.com

]]>