ajhaveri's link blog on siphs

Banks are Built on Sand - Part 7 « Truth is Treason in the Empire of Lies

Sat, 22 Mar 2008 05:03:13 GMT

by far the best numerical explanation of the crisis that i have come across. this is a **must** read.

Joel Hansen, Robert Kahre, Alex Loglia and the IRS

Thu, 20 Mar 2008 05:03:40 GMT

brilliant - just brilliant. i can't believe this guy had the gall to do this!

Monday view: Paulson re-activates secretive support team to prevent markets meltdown - Telegraph

Mon, 10 Mar 2008 17:03:42 GMT

government intervention in the public markets. what a great way to privatize profits and socialize loss.

FT Alphaville » Blog Archive » Lahde Capital letter to investors: short California, and CMBS

Fri, 07 Mar 2008 05:03:25 GMT

apparently you can short a STATE (at least its credit worthiness)

Stagflation, Hyperinflation, or Depression? Hedge

Tue, 04 Mar 2008 18:03:50 GMT

great comic on the current situation

Financial Futures and Equity Market Analysis: Can Overindebtedness in the Housing Industry Lead to a Deflationary Spiral and Collapse of the US Economy????

Sun, 02 Mar 2008 23:03:26 GMT

and there it is - an article on the worst case scenario, a debt deflationary downward spiral. This stuff is so interesting.

Why the Fed Is Compelled to Lie to Congress - Seeking Alpha

Sat, 01 Mar 2008 05:02:00 GMT

Imagine if the Fed Chair told the unvarnished truth: The Dow would see a 1,000 point intra-day drop, and that won't help the Fed steer the ship. Imagine if the Fed fessed up to what we know to be true, and what we suspect the future might bring:

YouTube - Eddie Izzard- Death Star Canteen

Tue, 26 Feb 2008 22:02:08 GMT

watch this - i got a good kick out of it. haha!

The Hindu Business Line : Can China become the new growth pole for Asia?

Tue, 26 Feb 2008 08:02:34 GMT

forget this nonsense of decoupling - 55% of Chinese exports are to the United States and Europe, and a lot of China's imports are driven by reassembling those imports for export to the developed world. We slow, China slows, China slows, and so do all the other Asian economies. It's like a card house - knock out the bottom and the entire thing comes tumbling down.

o China is very clearly increasingly involved in a relocative production network with other developing economies in Asia, which has involved massive increases in imports from those countries, to be processed and then exported. However, the problem is that the final destination remains the North, and within that the US and to a lesser extent the EU. If demand for Chinese exports from the US and the EU slows down, as will be likely with a US recession, this will not only affect Chinese manufacturing production, but also Chinese demand for imports from these Asian developing countries. (Incidentally, this dependence also helps us to understand why Chinese government-controlled wealth funds have recently been so active in tryi...

Meredith Whitney cuts Citigroup profits forecast 70\% - Times Online

Tue, 26 Feb 2008 07:02:31 GMT

as if it wasn't concerning enough - where the heck is citigroup supposed to get 100 billion??

"We continue to believe that Citigroup will need to sell up to 100 billion [£50.8 billion] in assets," she added. In October, her negative report on Citigroup set off the biggest stock market decline in the US since August. The analyst said that she had received several death threats from investors in the bank.