Comments on: How Much Can the US Government Guarantee? http://alephblog.com/2008/09/08/how-much-can-the-us-government-guarantee/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Sat, 31 Jul 2010 14:50:54 -0400 hourly 1 http://wordpress.org/?v=3.0 By: David Merkel http://alephblog.com/2008/09/08/how-much-can-the-us-government-guarantee/comment-page-1/#comment-18723 David Merkel Wed, 10 Sep 2008 03:52:04 +0000 http://alephblog.com/?p=899#comment-18723 synchro -- thanks, I forgot that... ugh. Other commenters, thanks, you are on target. synchro — thanks, I forgot that… ugh. Other commenters, thanks, you are on target.

]]> By: synchro http://alephblog.com/2008/09/08/how-much-can-the-us-government-guarantee/comment-page-1/#comment-18722 synchro Wed, 10 Sep 2008 03:35:32 +0000 http://alephblog.com/?p=899#comment-18722 Don't forget the FDIC bailout. Don’t forget the FDIC bailout.

]]> By: matt http://alephblog.com/2008/09/08/how-much-can-the-us-government-guarantee/comment-page-1/#comment-18716 matt Tue, 09 Sep 2008 22:19:39 +0000 http://alephblog.com/?p=899#comment-18716 Bailouts undermine my confidence in capital markets. How can anyone accurately assess risk when there is government intervention to this degree? Our guidance is to assess risk as 0--the government has vanquished risk, apparently. Standard II(B) of the CFA Standards of Professional Conduct prohibits market manipulation. It's too bad that the government is insolvent in fiscally and morally. Bailouts undermine my confidence in capital markets. How can anyone accurately assess risk when there is government intervention to this degree? Our guidance is to assess risk as 0–the government has vanquished risk, apparently.

Standard II(B) of the CFA Standards of Professional Conduct prohibits market manipulation. It’s too bad that the government is insolvent in fiscally and morally.

]]> By: UrbanDigs http://alephblog.com/2008/09/08/how-much-can-the-us-government-guarantee/comment-page-1/#comment-18709 UrbanDigs Tue, 09 Sep 2008 15:44:46 +0000 http://alephblog.com/?p=899#comment-18709 "So, call me skeptical of the US Dollar and Treasury rallies today. Those should reverse soon." I agree David. Though it will take time. The govt will bail out more troubled institutions and choose hyperinflation over deflation. I think 2009's trade is to short treasuries and that precious metals will eventually disconnect from the dollar trade and show their money value. There has to be side effects to all this garbage and I dont see how its supportive of a strong US dollar. Notice how there are two new SHORT TREASURY etfs: PST & TBT “So, call me skeptical of the US Dollar and Treasury rallies today. Those should reverse soon.”

I agree David. Though it will take time. The govt will bail out more troubled institutions and choose hyperinflation over deflation. I think 2009′s trade is to short treasuries and that precious metals will eventually disconnect from the dollar trade and show their money value. There has to be side effects to all this garbage and I dont see how its supportive of a strong US dollar.

Notice how there are two new SHORT TREASURY etfs: PST & TBT

]]> By: Bill http://alephblog.com/2008/09/08/how-much-can-the-us-government-guarantee/comment-page-1/#comment-18704 Bill Tue, 09 Sep 2008 05:34:58 +0000 http://alephblog.com/?p=899#comment-18704 David, Watched "IOUSA"? This is Warrant Buffet's Squanderville versus Thriftville playing out. I am thinking of seeing to it that my kids will be fluent in Chinese language and intimately familiar with the culture. Their bosses will appreciate it. David, Watched “IOUSA”? This is Warrant Buffet’s Squanderville versus Thriftville playing out.

I am thinking of seeing to it that my kids will be fluent in Chinese language and intimately familiar with the culture. Their bosses will appreciate it.

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