Ponderthis...Ponderthis...Asset Preservation, investment commentary, how to survive the housing bubble, precious metals markets and more. Articles
Yen Carry Trade Unwinding?
2007-08-16 22:22:00 With Japanese central bankers holding interest rates so low for so long (there go those dastardly central banking authorities again), a ridiculous amount of capital has been borrowed in Yen at cheap rates and translated to other currencies for investment in higher yielding investments. This is known as the “Yen Carry Trade ” and it ... More About: Economics , Unwind , Winding
Largest U.S. Mortgage Provider, Countrywide Financial, May Go Bankrupt, CEO
2007-08-16 16:09:00 In what can only be described as a hyper-speed reversal from what were industry boom times less than just two years ago, mortgage companies have been getting utterly broadsided over the past six months. Until just recently, massive U.S. mortgage lender Countrywide Financial Corporation had skirted the problems, relying upon its size and general ... More About: Economics , Mortgage , Largest , Countrywide Financial
Ron Paul on Federal Government Spending
2007-08-15 17:09:00 Along with being much more morally justifiable, a limited republic is much more pragmatic than an expansive central government. The reason this is so is simple: government wastes money because it doesn’t have to earn it. It is much easier to stupidly spend other people’s hard earned money. Click here to read the venerable ... More About: Politics , Government , Ron Paul , Spending , Paul
Five Thoughts on Approach
2007-08-15 16:21:00 With the credit markets being roiled, real estate looking like a potential bust equation, and general worldwide turmoil starting to peek out from a number of directions, it is always important to stand back and reevaluate your approach to finance, investing, work, and daily life. There is never a better time than now to ... More About: Thoughts , Five
The Ponder This? Six-Pack
2007-08-15 06:12:00 As real estate deflation takes hold and the credit bubble begins to implode, make Ponder This… your source for plenty of related news, commentary and analysis. In that frame of mind, check out our latest feature — the Ponder This….Six-Pack ; six varied stories that convey the message that real estate and credit deflation are, ... More About: Economics
Central Banks: Encouraging Credit Booms and Busts
2007-08-10 17:58:00 Welcome once again to Ponder This… With fireworks getting more explosive by the day in the financial sphere, Steve Moyer felt it was high time to review some of what has been called for over the past three years within the pages of Ponder This… both as a newsletter and a blog. His ... More About: Economics , Credit , Banks , Central , Central Bank
Central Banks Injecting Money to Stave off Credit Crunch
2007-08-09 17:38:00 In what can only be described as a continuation of the moral hazard associated with government bail outs of banking and financial institutions after crises caused by previous bail outs of banking and financial institutions, last night the European central bank and the US Federal Reserve injected significant liquidity into the banking system (essentially printing ... More About: Politics , Economics , Credit , Money , Banks
Barry Bonds Home Run Ball Bedlam + His Other Mode of Cheating
2007-08-08 21:08:00 Known steroid user Barry Bonds last night broke Henry Aaron’s all-time career home run record, whacking number 756 in front of the home crowd at AT&T Ballpark (formerly Pac Bell Park and SBC Park). The festivities that followed were not limited to the field, however, as a mad mob broke out in the bleachers, everyone trying ... More About: Sports , Entertainment , Cheating , Home
Featured Guest: The Comedy of Jay Chess
2007-08-08 17:16:00 Ponder This… was started as a thinking person’s variety webzine. If you look to the left side of the home page screen you will find a link to our early issues in PDF format, which are free to download at your pleasure. Jay Chess was our resident comedian throughout the foundation years of ... More About: Comedy , Entertainment , Featured , Guest
How the Credit Bubble Came to Be
2007-08-07 22:21:00 The past 20-30 years of economic history will one day provide a great lesson to those who legitimately choose to study the truth. Austrian Economics teaches that booms and busts are very often produced by unnatural adjustments in the rate of interest. These unnatural interest rates are primarily caused by government intervention in ... More About: Credit , Bubble
Ron Paul Wins ABC Republican Debate in a Landslide - Mainstream Media Ignor
2007-08-06 17:57:00 In what seems to be a growing trend, presidential candidate Dr. Ron Paul dominated the post-Republican -debate poll on ABC’s website. The debate was held on Sunday, August 5th at 8 AM Pacific Time on ABC’s major broadcast channel. Dr. Paul was not prominently placed on stage (the middle three were mainstream media favorites ... More About: Politics , Media , Debate
Must See Jim Cramer Rant!
2007-08-05 03:47:00 For anyone who follows the economy and markets sincerely, you must check out the entire video below. Truly insane. Amazing to watch someone openly call for currency debasement to bail out spoiled hedge fund managers. If you made bad bets, now is the time to pay for those, not the time for taxpayers to ... More About: Economics , Jim Cramer , Rant , Must , Cramer
Global Liquidity - A Major Trend Change?
2007-08-03 23:25:00 The story of the past five years has been the establishment of booming global investment markets due to the engineering of cheap credit by key global central banks (primarily the United States, China, Japan, and the Euro Zone). With the monetary stimulus working in overdrive - justified in some spheres as insurance against an ... More About: Politics , Economics , Change , Global , Trend
It is Getting Ugly Out There - And Fast?
2007-08-01 00:46:00 We have been calling for an ugly end to this speculative, credit-backed, social mood peak, fiat paper fueled, crazy borrowing and lending environment, boosted by ultra-easy money for some time. As the thing rolled on it simply got more and more insane, more and more leveraged, and more and more based on shoddy fundamentals, ... More About: Economics , Fast , Ugly
Rest in Peace Bill Walsh
2007-07-30 22:05:00 One of the all-time great football coaches passed away today at age 75. Bill Walsh revolutionized the game of football. Read more here. More About: Sports , Peace , Rest In Peace , Rest
Quote of the Week
2007-07-30 18:09:00 “The liberties of our country, the freedom of our civil Constitution, are worth defending at all hazards; and it is our duty to defend them against all attacks. We have received them as a fair inheritance from our worthy ancestors: they purchased them for us with toil and danger and expense of treasure and blood, ... More About: Politics , Week , Quote
Corporate Deal-Making: Too Much Leverage
2007-07-27 20:18:00 There has been a boom in deal-making over the last couple of years. Wanna guess how the deals were funded? That’s right, DEBT. Here is a quote from Adrian Ash in his latest commentary: “Spending on mergers and acquisitions in the US stock market rose to a record total of $1.1 trillion during the first ... More About: Economics , Corporate , Deal , Leverage , Maki
Credit Contraction: It?s Payback Time
2007-07-26 19:31:00 ?Only buy something that you?d be perfectly happy to hold if the market shut down for 10 years.? ... More About: Economics , Credit , Credit Contraction , Time , Trac
NFL, NBA, MLB = Controversy
2007-07-24 23:33:00 The three major sports leagues are all being rattled at the same time by major scandals. - NFL: superstar Atlanta Falcons QB Michael Vick faces federal charges for organizing an interstate dog-fighting ring. Very ugly. So far Vick has been dismissed from the start of training camp and it looks like one of the ... More About: Sports , Entertainment , Controversy , Rove , Rover
Our Ugly Deficit
2007-07-24 19:14:00 With the United States federal government continuously running extreme deficits even through some of the most substantial capital gains receipt years in history, it may be time for the U.S. citizenry to stand up and demand accountability on the part of our elected leaders. Right now taxpayer dollars are extracted and pissed away on numerous projects, ... More About: Politics , Economics , Ugly , Deficit
Extraordinary Article on Alan Greenspan
2007-07-21 09:07:00 Must read on the history of Alan Greenspan . I must say, I have been a critic of his, but I am shocked at how ridiculous his whole story is. Amazing. Click here for the read. This is the guy who ran United States monetary policy for 20 years? More About: Economics , Entertainment , Article
Credit Contraction Explained
2007-07-20 22:37:00 Check out this great article by M.A. Nystrom on how credit is created during booms and destroyed during busts. The reality is, overextension of credit during booms is what leads to the subsequent bust periods, and is a natural part of the risk adjustment process. Trying to end this cycle just creates larger ... More About: Economics , Credit , Credit Contraction , Trac , Laine
Michael Vick Indicted on Dog Fighting Conspiracy Charges
2007-07-20 17:17:00 Atlanta Falcons quarterback Michael Vick (aka “Ookie” according to the indictment), at one point the cover boy of EA Sports ’ Madden Football and one of the most popular and unbelievably athletic players in the NFL, has been indicted by a federal grand jury on charges related to running a dog fighting ring in multiple states. ... More About: Michael Vick , Fighting , Conspiracy
Picture of the Week: World Population Density
2007-07-19 20:13:00 Thought this was pretty interesting to check out and see what parts of the world are pretty much fully occupied. Click on the image to see it in full size and give it a study: More About: Entertainment , World , Picture , Week , World population
Is the Real Economy Booming?
2007-07-19 17:26:00 So far, the financial world has yet to significantly “readjust” in a reasonable manner to the growing reality of the fleecing of the American common person through currency debasement and credit excesses. The Dow 30 continues to motor along at all-time nominal highs. The economy looks good on the surface, including a very ... More About: Economy , Economics , Real , Econ , Ming
Update: Bear Stearns Hedge Funds - Zero Value Left
2007-07-18 15:51:00 Bear Stearns finally reported the news on their two hedge funds that bet on subprime mortgages and other similar credit-based securities. The results? Not pretty if you invested in said funds. Bear Stearns announced today that investors have little chance of getting any money back after the blow up in the two funds. ... More About: Economics , Update , Left , Bear Stearns , Hedge
Bear Stearns Hedge Funds - Yet to Divulge Losses
2007-07-17 22:34:00 A couple of weeks ago Bear Stearns bailed out two of its highly leveraged mortgage-based hedge funds. As the bailout took place, the company insisted that asset values would be marked by Monday, July 16th (today). Any news on the updated fund values from good ole’ Bear Stearns? You guessed it, nope. With ... More About: Economics , Losses , Hedge , Funds
Steve Saville - Effects of Inflation
2007-07-17 08:19:00 With inflation high (inflation being an unnatural increase in the money supply), and inflation expectations low, currently a large number of analysts (not to mention the general public) get caught in the trap of failing to back out the changes in the quantity of money when performing their analyses. Monetary pumping has had a ... More About: Economics , Steve , Inflation , Effects , Ville
Great Wikipedia Page: Seinfeld
2007-07-16 07:18:00 Check it out, wikipedia is always an interesting site to roam through for random information. The Seinfeld wikipedia page is classic. The show was awesome. Check it out by clicking here. More About: Entertainment , Page , Great , Wikipedia
Mortgage Credit Downgrades
More articles from this author:2007-07-13 20:57:00 This week S&P and Moody’s finally issued downgrades to many of the riskiest mortgage backed securities. My response: what took you so damn long?!? Additionally, the ratings agencies only downgraded a small portion of the securities. I think it’s pretty safe to say that both additional downgrades and a much greater increase in risk ... More About: Economics , Credit , Mortgage , Gage , Mort 1, 2, 3, 4, 5, 6, 7 |
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