Comments on: The Liquidity Noose Tightens http://alephblog.com/2007/08/30/the-liquidity-noose-tightens/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Fri, 25 May 2012 03:46:25 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: ZackAttackhttp://alephblog.com/2007/08/30/the-liquidity-noose-tightens/comment-page-1/#comment-4099 ZackAttack Sat, 01 Sep 2007 14:56:33 +0000 http://alephblog.com/2007/08/30/the-liquidity-noose-tightens/#comment-4099 Jeff Matthews noted some issues in BCS's stock holdings a few weeks ago... and his concerns were largely dismissed then: http://jeffmatthewsisnotmakingthisup.blogspot.com/2007/08/whats-happening-at-barclays.html Jeff Matthews noted some issues in BCS’s stock holdings a few weeks ago… and his concerns were largely dismissed then:

http://jeffmatthewsisnotmakingthisup.blogspot.com/2007/08/whats-happening-at-barclays.html

]]> By: sassohttp://alephblog.com/2007/08/30/the-liquidity-noose-tightens/comment-page-1/#comment-4039 sasso Sat, 01 Sep 2007 00:26:49 +0000 http://alephblog.com/2007/08/30/the-liquidity-noose-tightens/#comment-4039 BCS - I'd feel edgy too. Something seems funny there. Likely have a lot of "structured product" issues hiding over there. Heavy quant focus also. CEO has seemed a little frazzled in recent appearances I've seen. I can't say I'm confident reading him though. CSEC tangelo on the other hand... I'm surprised you still call yourself an equity bull. What we have going on is going to hamper earning growth and lift any rate used to discount risky assets isn't it? BCS – I’d feel edgy too. Something seems funny there. Likely have a lot of “structured product” issues hiding over there. Heavy quant focus also. CEO has seemed a little frazzled in recent appearances I’ve seen. I can’t say I’m confident reading him though. CSEC tangelo on the other hand… I’m surprised you still call yourself an equity bull. What we have going on is going to hamper earning growth and lift any rate used to discount risky assets isn’t it?

]]> By: Steve Miloshttp://alephblog.com/2007/08/30/the-liquidity-noose-tightens/comment-page-1/#comment-4000 Steve Milos Fri, 31 Aug 2007 12:28:30 +0000 http://alephblog.com/2007/08/30/the-liquidity-noose-tightens/#comment-4000 David, Not sure if you're long the JOF yet/still, but that would act as yen exposure, because the NAV is influenced by the exchange rate. That's always been the problem with Japanese big caps that are so heavily dependent on exporting, but hopefully the small caps can thrive even as the yen rises and you make money both on the equity and the exchange rate. Steve David,

Not sure if you’re long the JOF yet/still, but that would act as yen exposure, because the NAV is influenced by the exchange rate. That’s always been the problem with Japanese big caps that are so heavily dependent on exporting, but hopefully the small caps can thrive even as the yen rises and you make money both on the equity and the exchange rate.

Steve

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