Financial Armageddon - Wall Street

financialarmageddon.com - 9/20/2008

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In Financial Armageddon , I predicted that steadily deteriorating economic circumstances would alter the social landscape in various ways. Among other things, I anticipated that financial and security concerns would lead to increasing household sizes. Based on the following report in USA Today , ...

Blog Reactions

Technology, speculating and random musings: Weekly Wrap

FT Alphaville: Further Reading

N/A: Charts week ending 10-17-2008

The Big Picture: Relative performance of global sectors during 2008

Business Pundit: Why Entrepreneurs Will Survive Doomsday

[ The Financial Ninja ]: Financial Ninja Favs: October

Phil’s Stock World: New Realities

WEEKLY TECHNICAL COMMENTARY: MARKET COMMENTARY (2-12-09)

Paul Kedrosky's Infectious Greed: Pessimism Porn: When Giants Fall

Macro Man: Fraying

Random Roger: Weekend Roundup

GOLDSEEK RADIO: GSR: March 14th: Michael J. Panzner & Chris Waltzek

Daily Markets: Strange New Taxes In The Making As The Beast Screams To Be Fed

Cara Community: Week in Review #32, 2009

Rolfe Winkler: Roach and Soros at Buttonwood

The Aleph Blog: My Visit to the US Treasury, Part 1

interfluidity: Sympathy for the Treasury

Behind The Spread: Michael Panzner: The Author of Financial Armageddon – “The Wall Street Will Not be the Same”

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Weekly Wrap
Technology, speculating and random musings — ... Financial Armageddon, he created a web site to explain his vision. Larry Kudlow kept inviting him on his show, not to listen to what he has to say but to mock him and ridicule him. Mr. Panzner did not make his claims on the way down, he made them on the way up, while the stock prices and home prices were going up and Lehman's stock price was in the stratosphere. Another market participant got so fed up with the shenanigans that were going on he created his own blog and been warning anybody that would listen of these upcoming problems: ...

Further Reading
FT Alphaville — ... more... Show less... Blogs we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Infectious ...

Snap news
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The Recession Dress
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Le Bailout
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“Putting your money where our mouth is”
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Lunch Wrap
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Careless talk costs…
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Iced
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Libor fixes: impotency of central bankers
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The TAF calendar
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The other collapse
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Tremble, taxpayers
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Wanted: New clock
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Libor fixes
FT Alphaville — ... more... Show less... Blogs we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Infectious ...

FTSE 100 CRASH
FT Alphaville — ... US selloff (along with margin calls) 8:35 Posted by praxis22 [ report ] Yeah, I have his (Panzer’s) book, not read it yet though, the great crash 1929 is good by Galbrath though 8:34 Posted by coffin dodger [ report ] @VIx - yep they may be way oversold, but that is assuming conventional wisdom on a now outdated model - we’re headed into new terriotory here 8:31 Posted by Dead Ringa [ report ] Bottom pickers and Capitulators - have a look at 1929-1933 graph :- http://www.financialarmageddon.com/ 8:30 Posted by VIX [ report ] some of the large ...

The madness of Morgan Stanley’s share price
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Further reading
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“While stand the banks of England…”
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Advice from El-Erian: ‘Stay on the sideslines’
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Dead cat goes splat
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How do you say “default” in Icelandic?
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Charts week ending 10-17-2008
N/A — ... [18.10.2008] Charts week ending 10-17-2008 [18.10.2008] STOCK SELECTION: GO WITH THE FLOW [18.10.2008] THE WEEK THAT IS TO BE 10/20-24/2008 [18.10.2008] COMMENTARY [11.10.2008] THE WEEK THAT WAS 10/6-10/2008 Pages About Disclaimer Introduction Video Archives October 2008 September 2008 August 2008 July 2008 Links Stocks and Options Training Wall Street Fighter “The Fly” Financial Armageddon Freund Investing Leonard the Monkey Trading Heroes Jim ...

Car crash in Germany
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Relative performance of global sectors during 2008
The Big Picture — ... My pal Mike Panzner points out that "Not surprisingly, defensive groups have been the star relative performers on a global basis during 2008. ...

Why Entrepreneurs Will Survive Doomsday
Business Pundit — ... The market is ripe for more capitalization. The information is out there, from compelling sources. Fear and speculation opened up an information vacuum. Authorities filled the vacuum with background information. They’re already monetizing the concept. ...

Babcock & Brown talks to buyers
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CDS snap: iTraxx Crossover breaks through 900bps
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Russia halts trading on the Micex (again)
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To the Rescue
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Charts week ending 10-24-2008
N/A — ... THE WEEK THAT WAS 10/20-24/2008 [26.10.2008] Charts week ending 10-24-2008 [26.10.2008] 7 STEPS TO 40% [26.10.2008] THE WEEK THAT IS TO BE 10/27-31/2008 [26.10.2008] COMMENTARY [18.10.2008] THE WEEK THAT WAS 10/13-17/2008 Pages About Disclaimer Introduction Video Archives October 2008 September 2008 August 2008 July 2008 Links MarkeTamer Wall Street Fighter “The Fly” Financial Armageddon Freund Investing Leonard the Monkey Trading Heroes Jim ...

A crash in the east
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Retail datapoint du jour
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Faroe to the rescue
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Charts weed ending 10-31-2008
N/A — ... WAS 10/27-31/2008 [1.11.2008] Charts weed ending 10-31-2008 [1.11.2008] Why Use Risk Graphs? [1.11.2008] THE WEEK THAT IS TO BE 11/3-7/2008 [1.11.2008] COMMENTARY [26.10.2008] THE WEEK THAT WAS 10/20-24/2008 Pages About Disclaimer Introduction Video Archives November 2008 October 2008 September 2008 August 2008 July 2008 Links MarkeTamer Wall Street Fighter “The Fly” Financial Armageddon Freund Investing Leonard the Monkey Trading Heroes ...

Free Webinar Sunday 11-2-2008, 7 PM EST
N/A — ... 11-2-2008, 7 PM EST [1.11.2008] THE WEEK THAT WAS 10/27-31/2008 [1.11.2008] CHARTS WEEK ENDING 10/31/2008 [1.11.2008] Why Use Risk Graphs? [1.11.2008] THE WEEK THAT IS TO BE 11/3-7/2008 [1.11.2008] COMMENTARY Pages About Disclaimer Introduction Video Archives November 2008 October 2008 September 2008 August 2008 July 2008 Links MarkeTamer Wall Street Fighter “The Fly” Financial Armageddon Freund Investing Leonard the Monkey Trading Heroes ...

Financial Ninja Favs: October
[ The Financial Ninja ] — ... in general and interest rate policy heading towards ZIRP. Homeless made it into the top 10 posts for the month, the first time one of my joke posts has done so. October was a record month for many reasons in many ways. Unique visitors hit 72k, and pages views exceeded 120k as credit markets seized up and equity markets imploded. Incoming Site Traffic: 1) Dollar Collapse 2) The Kirk Report 3) Naked Capitalism 4) Financial Armageddon 5) Afraid to Trade These are the top 5 blogs referring ...

US car sales sink to lowest level for 25 years
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[US Elections 08] Intrade odds favour Obama (shock)
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[US Elections 08] Further reading, White House edition
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[US Elections 08] Gideon Rachman doesn’t give a twit
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[US Elections 08] As Obama sweeps Ohio, Pennsylvania and New Mexico…
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[US Elections 08] Barack Obama wins Virginia, California - and the White House
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IPOs in limbo
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Australia slashes rates 75bps
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I say, where’s Britain’s money gone?
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The US trend is not HSBC’s friend
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The steepening curve
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The Great British Krona
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Snap news
FT Alphaville — ... we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

MARKET UPDATE 11/13
N/A — ... ‘Chat w/The Pros’ Session this Sunday November 16 at 7pm EST. [10.11.2008] Interview with John Brasher [8.11.2008] THE WEEK THAT WAS 11/3-7/2008 [8.11.2008] Charts week ending 11-7-2008 [8.11.2008] RISK GRAPHS: SHORT STOCK Pages About Disclaimer Interviews Archives November 2008 October 2008 September 2008 August 2008 July 2008 Links MarkeTamer Wall Street Fighter “The Fly” Financial Armageddon Freund Investing Leonard the Monkey Trading Heroes ...

Is the U.S. market “cheap”?
The Big Picture — Maybe not, if this (updated) graph of the trailing 12-month P/E ratio is anything to go by… chart via Mike Panzner Note: This is an update of a P/E Expansion and Contraction chart we first showed back in 2006 — and since so many of you have asked to see this chart updated . . . ...

CHARTS WEEK ENDING 11/14/2008
N/A — ... WEEK ENDING 11/14/2008 [15.11.2008] RISK GRAPHS: THE LONG CALL [15.11.2008] THE WEEK THAT IS TO BE 11/17-21/2008 [15.11.2008] COMMENTARY [15.11.2008] FREE ‘Chat w/The Pros’ Session this Sunday November 16 at 7pm EST. Pages About Disclaimer Interviews Archives November 2008 October 2008 September 2008 August 2008 July 2008 Links MarkeTamer Wall Street Fighter “The Fly” Financial Armageddon Freund Investing Leonard the Monkey Trading Heroes Jim ...

Bailout, new media-style
FT Alphaville — ... we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

MARKET UPDATE
N/A — ... UPDATE [15.11.2008] THE WEEK THAT WAS 11/10-14/2008 [15.11.2008] CHARTS WEEK ENDING 11/14/2008 [15.11.2008] RISK GRAPHS: THE LONG CALL [15.11.2008] THE WEEK THAT IS TO BE 11/17-21/2008 [15.11.2008] COMMENTARY Pages About Disclaimer Interviews Archives November 2008 October 2008 September 2008 August 2008 July 2008 Links MarkeTamer Wall Street Fighter “The Fly” Financial Armageddon Freund Investing Leonard the Monkey Trading Heroes Jim ...

iTraxx Europe at all time high
FT Alphaville — ... we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

Deal of the month: Buy a toaster, get a free bank!
FT Alphaville — ... we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

In a crisis, all correlations tend toward one
FT Alphaville — ... we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

CHARTS WEEK ENDING 11/21/2008
N/A — ... THE WEEK THAT WAS 11/17-21/2008 [22.11.2008] CHARTS WEEK ENDING 11/21/2008 [22.11.2008] RISK GRAPHS: THE LONG PUT [22.11.2008] THE WEEK THAT IS TO BE 11/24/28/2008 [22.11.2008] COMMENTARY [19.11.2008] MARKET UPDATE Pages About Disclaimer Interviews Archives November 2008 October 2008 September 2008 August 2008 July 2008 Links MarkeTamer Wall Street Fighter “The Fly” Financial Armageddon Freund Investing Leonard the Monkey Trading Heroes ...

MARKET UPDATE 11/24/2008
N/A — ... 11/24/2008 [22.11.2008] THE WEEK THAT WAS 11/17-21/2008 [22.11.2008] CHARTS WEEK ENDING 11/21/2008 [22.11.2008] RISK GRAPHS: THE LONG PUT [22.11.2008] THE WEEK THAT IS TO BE 11/24/28/2008 [22.11.2008] COMMENTARY Pages About Disclaimer Interviews Archives November 2008 October 2008 September 2008 August 2008 July 2008 Links MarkeTamer Wall Street Fighter “The Fly” Financial Armageddon Freund Investing Leonard the Monkey Trading Heroes Jim ...

Lunch Wrap
FT Alphaville — ... we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

Analysts taking the hint
FT Alphaville — ... we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

CHARTS WEEK ENDING 11/28/2008
N/A — ... THAT WAS 11/24-28/2008 [29.11.2008] CHARTS WEEK ENDING 11/28/2008 [29.11.2008] RISK GRAPHS: THE SHORT CALL [29.11.2008] THE WEEK THAT IS TO BE: 12/1-5/2008 [29.11.2008] COMMENTARY [24.11.2008] MARKET UPDATE 11/24/2008 Pages About Disclaimer Interviews Archives November 2008 October 2008 September 2008 August 2008 July 2008 Links MarkeTamer Wall Street Fighter “The Fly” Financial Armageddon Freund Investing Leonard the Monkey Trading Heroes ...

New Realities
Phil’s Stock World — ... In this article, Michael Panzner at Financial Armageddon discusses the effects of the economic crisis on the commercial real estate market. Michael’s other website is ...

An FT Alphaville link to cut out and keep
FT Alphaville — ... we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

FT Alphaville Advent Calendar
FT Alphaville — ... we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

[FT Alphaville Advent Calendar] 3 December
FT Alphaville — ... we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

Lunch Wrap
FT Alphaville — ... Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

Financial Ninja Favs: NOVEMBER
[ The Financial Ninja ] — ... the first time such as Economic Nuclear Winter and The Five Stages of Collapse. These leads me to believe that we are getting closer to that final rinse in risky assets and put in that elusive bottom. November was almost a record month for many reasons in many ways. Unique visitors hit 72k, and pages views exceeded 118k as the world continues to unravel. Incoming Site Traffic: 1) Dollar Collapse 2) 321Gold 3) Market Ticker Forums 4) Financial Armageddon 5) All American Gold These are the top 5 blogs referring ...

Real US Treasury yields: -1%
FT Alphaville — ... we're reading 1440 Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

Snap news
FT Alphaville — ... Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

CHARTS WEEK ENDING 12/5/2008
N/A — ... [6.12.2008] CHARTS WEEK ENDING 12/5/2008 [6.12.2008] RISK GRAPHS: THE SHORT PUT [6.12.2008] THE WEEK THAT IS TO BE 12/8-12/2008 [6.12.2008] COMMENTARY [29.11.2008] THE WEEK THAT WAS 11/24-28/2008 Pages About Interviews Disclaimer Archives December 2008 November 2008 October 2008 September 2008 August 2008 July 2008 Links MarkeTamer Wall Street Fighter “The Fly” Financial Armageddon Freund Investing Leonard the Monkey Trading Heroes Jim ...

MARKET UPDATE 12/08/2008
N/A — ... Sunday December 14th at 7pm EST! [6.12.2008] THE WEEK THAT WAS 12/1-5/2008 [6.12.2008] CHARTS WEEK ENDING 12/5/2008 [6.12.2008] RISK GRAPHS: THE SHORT PUT [6.12.2008] THE WEEK THAT IS TO BE 12/8-12/2008 Pages About Interviews Disclaimer Archives December 2008 November 2008 October 2008 September 2008 August 2008 July 2008 Links MarkeTamer Wall Street Fighter “The Fly” Financial Armageddon Freund Investing Leonard the Monkey Trading Heroes ...

A history of British securitisation 2003-2008, Punch edition
FT Alphaville — ... Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

A rough history of British securitisation 2003-2008, Punch edition
FT Alphaville — ... Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

How We Got Here
Phil’s Stock World — ... takes A Good Look at How We Got Here, citing ...

The 50 Best Business Blogs of 2008
Business Pundit — ... Toilet Paper Entrepreneur: Mike Michalowicz offers invaluable tips, resources, and networking/exposure opportunities for new entrepreneurs in this innovative blog. Environmental Sustainability The Oil Drum gives thorough peak oil and enviro-news opinion and analysis. Financial News and Investing Steadfast Finances offers down-to-earth tips and coverage of finance, for everyday folks. Financial Armageddon: Author Michael J. Panzner covers the carnage using media and official outlets. ...

[FT Alphaville Advent Calendar] 23 December
FT Alphaville — ... Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

Snap news
FT Alphaville — ... View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Economics of Contempt Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

Lunch Wrap
FT Alphaville — ... All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

Snap news
FT Alphaville — ... All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

“Within 24 hours the world economy would have collapsed”
FT Alphaville — Michael Panzner’s choice of name for his blog , it turns out, could not be more apt. Panzner points us in the direction of this post from Zero Hedge, which in turn links to an overlooked C span video of Democratic Representative Paul Kanjorski. Now politicians can of course be prone to lying hyperbole - but we’d have thought someone like Kanjorski really couldn’t get away with making this stuff up. Admittedly some of the detail is sketchy, but still… Here, anyway, is what Kanjorski said (emphasis ours). You can watch it yourself of course, two ...

MARKET COMMENTARY (2-12-09)
WEEKLY TECHNICAL COMMENTARY — I'm glad that I'm still on break (not having traded for a few days now). Looks like I picked the right time. We saw a classic WTF pattern yesterday. If you don't know what those are, they frequent occur during the last hour, half-hour, or 15-mins of the trading day and come in the form of a HUGE spike. It is a sudden and massive reversal. If you get caught on the other side, then you know immediately, without a doubt, that you are screwed. Whatever gains you had get wiped out instantly and you get closer to taking a loss each second you sit there bewildered by how things, such as hot air from the ...

Be my (FT Alphaville) Valentine!
FT Alphaville — ... All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

[The Stanford Series] US MARSHALS SEEN ENTERING HOUSTON OFFICE OF STANFORD FINANCIAL GROUP - REUTERS EYEWITNESS
FT Alphaville — ... All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalist Resistance Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Financial Crookery Fintag Free Exchange Gregor ...

Pessimism Porn: When Giants Fall
Paul Kedrosky's Infectious Greed — ... My amigo Mike Panzer at Financial Armageddon -- a blog about financial Armageddon, in case you're curious -- has a new book out about financial armageddon. Called ...

Fraying
Macro Man — ... In that vein, it's perhaps worth touching on a couple of points that suggest some fractures in the thematic monolith that is Financial Armageddon. Macro Man has already highlighted one issue in recent days, but it's worth touching on again. Given that equities are near or at new lows, and that the economic newsflow remains execrable (Taiwan's exports and IP both dropped more than 41% y/y in January!), one would normally expect USD/JPY to be on its knees. Yet here it is, up nearly 10% from last month's lows, showing a clear correlation break with its supposed anchor, the ...

Further reading
FT Alphaville — ... Wall Street Abnormal Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Cassandra does Tokyo Clusterstock Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Free Exchange Gregor Macdonald Infectious ...

Lunch Wrap
FT Alphaville — ... Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Free Exchange Gregor Macdonald Infectious ...

Snap news
FT Alphaville — ... Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Free Exchange Gregor Macdonald Infectious ...

Weekend Roundup
Random Roger — A reader left a link to a long article from the Boston Globe about what a modern depression would look like. My first observation was that it reads a lot like Michael Panzner's book that I was ...

GSR: March 14th: Michael J. Panzner & Chris Waltzek
GOLDSEEK RADIO — -Michael J. Panzner Financial Armageddon & When Giants Fall- [image] [image] Michael J. Panzner is a 25-year veteran of the global stock, bond, and currency markets who has worked in New York and London for such leading companies as HSBC, Soros Funds, ABN Amro, Dresdner Bank, and J.P. Morgan Chase. He is the author of When Giants Fall: An Economic Roadmap for the End of the American Era, Financial Armageddon: Protecting Your Future from Four Impending Catastrophes, and The New Laws of the Stock Market Jungle: An Insider’s Guide to Successful Investing in a Changing ...

Quote du jour - John Varley, Barclays
FT Alphaville — ... Returns Alea All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy Source ...

Further reading
FT Alphaville — ... All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy Source ...

Lunch Wrap
FT Alphaville — ... All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy Source ...

Snap news
FT Alphaville — ... All About Alpha Arbitrage View Bespoke Investment Group Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy Source ...

Strange New Taxes In The Making As The Beast Screams To Be Fed
Daily Markets — ... given the damage caused during the past two years by the bursting housing bubble and the accompanying economic collapse, the writing was on the wall even before last November’s elections brought the red team into power in Washington and elsewhere. I am on record as having said as much, when I told TV host Larry “the greatest story never told” Kudlow on air more than a year ago that it didn’t matter who got elected — taxes were headed higher. I’ve also warned in my books and at Financial Armageddon that, eventually, there will be increasingly strident citizen revolts against ...

Lunch Wrap
FT Alphaville — ... 1440 Wall Street Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy ...

Further reading
FT Alphaville — ... 1440 Wall Street Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy ...

While we wait for the stress tests…
FT Alphaville — ... 1440 Wall Street Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy ...

Snap news
FT Alphaville — ... 1440 Wall Street Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy ...

Chateau Dick — for sale
FT Alphaville — ... 1440 Wall Street Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy ...

USO/UNG ETF managers ask CFTC for exemption on position limits
FT Alphaville — ... 1440 Wall Street Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy ...

The Wall Street Clown Show
Daily Markets — ... As a service to loyal Financial Armageddon visitors, I thought I’d do them the favor by highlighting all the ridiculous bits: The benchmark S&P 500 index should surge back to its October 2007 record above 1,500 by the end of 2012, provided the U.S. economy sees a V-shaped recovery, JPMorgan Chase Chief U.S. Equity Strategist Thomas Lee said on Wednesday. My take: And I should be the next president of the United States, provided I have enough write-in votes when the 2012 election results are tallied. In reality, the notion of V-shaped recoveries — especially after what we’ve ...

USO/UNG ETF managers ask CFTC for exemption on position limits
FT Alphaville —

Counterpoint To The ‘Green Shoots’ Spin
Daily Markets —

Quote du jour, the importance of being a bank
FT Alphaville — ... 1440 Wall Street Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy ...

As good as Goldman
FT Alphaville — ... 1440 Wall Street Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy ...

Week in Review #32, 2009
Cara Community — ... is resolved or even managed at all, there is a US President, Administration and Congress threatening to push the deficit to a point the US Dollar becomes so low in value that foreigners no longer want to buy that debt. Same thing happened in the Argentine crisis, with nobody wanting the debt or the peso. The country was bankrupt. The once unthinkable can and in fact is now likely to happen to the US. Michael Panzner described these problems a few years ago in ‘Financial Armageddon’. http://www.financialarmageddon.com/ Personally, I am an optimist. I get up every day thinking ...

The history of US corporate bailouts, 1970-2008
FT Alphaville — ... 1440 Wall Street Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy ...

Quantitative bonus-ing
FT Alphaville — ... 1440 Wall Street Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy ...

Roach and Soros at Buttonwood
Rolfe Winkler — Hopped over to the Economist’s Buttonwood conference this evening, where George Soros and Stephen Roach were on a panel. I will be tweeting as much of tomorrow’s conference as I can, including Sheila Bair’s talk in the morning and Larry Summers’ talk at lunch. My Twitter handle is #OptARM. Here are some highlights from tonight’s session: First Stephen Roach, formerly Morgan Stanley’s chief economist in the United States, now the Chairman of Morgan Stanley Asia. A well known bear, Roach had more than a few interesting things to say, only the last few was I able to jot ...

AV after dark
FT Alphaville —

The US: Declining Empire, Banana Republic, Or Failed State?
Daily Markets — ... of a warped mind to ponder whether the United States is a declining empire, a banana republic, a failed state — or all three. But these days, there are plenty of serious and intelligent commentators, including historians, ex-public servants, and journalists, who are not raving lunatics, but who are nonetheless disturbed by what they see taking place in this country. Of course, the fact that the U.S. is on the road to ruin won’t be news to those who have been regular visitors to Financial Armageddon and ...

AV after dark
FT Alphaville — ... Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Dealscape Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy Source FT ...

Glossary of Trading Terms and Phrases
The Big Picture — ... later.Traded Away – Your client just douched you. Understood - I’m not sure what you just said so I’m just gonna wing it and hope you don’t call. VWAP – No conviction. We’re big boys, we can take it – Son of a bitch! That stung like a mother f**ker. The full run is here. Hat tip Mike Panzner ...

My Visit to the US Treasury, Part 1
The Aleph Blog — ... there. I expected reporters from major papers, but that was not the target audience. The closest to mainstream media would have been Megan McArdle, who presumably said she would be there (there was a placard for her), but did not show. The rest of us were independents: Marginal Revolution — Tyler Cowen Interfluidity — Steven Randy Waldman Kid Dynamite’s World Naked Capitalism –Yves Smith Financial Armageddon — Michael Panzner Accrued Interest ...

Sympathy for the Treasury
interfluidity — ... how much I like cookies. The content of the meeting was not very exciting. Treasury officials clearly had some points they wanted to communicate. Okay, then. I offer myself as stenographer to power: Despite all the flattery and cookies, the senior Treasury officials did get quite a bit of pushback. I noted that a lot of the "on-balance-sheet" good news is a function of large contingent liabilities assumed by the government, the sort of "tail risk" that eventually did in the banks. Michael Panzner and ...

Chicago Fed chief hikes jobless forecast
FT Alphaville — ... Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Dealscape Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy Source FT ...

Further reading
FT Alphaville — ... Abnormal Returns Alea All About Alpha Big Picture Brad Setser: Follow the money Bronte Capital Calculated Risk Capital Chronicle Capitalists@work Cassandra does Tokyo Clusterstock Credit Writedowns Crossing Wall Street Deal Journal Dealbook Dealbreaker Dealscape Derivative Dribble Deus Ex Macchiato Economics of Contempt Felix Salmon Financial Armageddon Fintag Footnoted Free Exchange FT Energy Source FT ...

Michael Panzner: The Author of Financial Armageddon – “The Wall Street Will Not be the Same”
Behind The Spread — ... Now lucky for us, we get to explore his thoughts and perspectives on the market not only through his appearances on BNN, CNBC, Bloomberg, WSJ, USA Today, Barron’s, Reuters, CNN, MarketWatch, BusinessWeek Online, and The Street.com, but also through his blog, Financial Armageddon, which he manages daily. In our recent interview, Michael shared the personal aspects of his life instead of focusing on Wall Street related questions. Learn about how he leveraged his programming skill to get into Wall Street more than 20 years ago. ...

Intervention, Not Wisdom
The Big Picture — In a recent post at Financial Armageddon, I took issue with the claim by Paul Krugman, Dean Baker, and others that low yields on U.S. Treasury and other bonds can be seen as validation of Washington’s aggressive policy of spending and borrowing to “rescue” the crisis-torn U.S. economy. Aside from questioning the alleged wisdom of the (trading) crowd, I argued that credit markets are being distorted by a variety of temporary and artificial influences, including ...