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Here It Comes (GE)
Market Ticker ^ | Karl Denninger

Posted on 03/03/2009 12:20:53 PM PST by The Conservative Yogini

This is what is going to happen, as I noted in BlogTalkRadio yesterday afternoon, if "The Bezzle" is not removed from our system NOW.

Take a look at that folks. That's a snapshot of today's volume for June GE $2.50 PUTs.

That's over 52,000 contracts traded today, controlling 5.2 million shares.

They were purchased for about 30 cents, which means that the price has to be under $2.20 for them to go "in the money".

This is a bankruptcy bet on General Electric by the third week of June.

That's right - General Electric.

Folks, this is precisely what I was talking about last night on BlogTalkRadio. Go listen to my monologue on "The Bezzle", right at the front of the show, very carefully.

This is precisely what has happened with many financial institutions already and what happened to hundreds of companies during the 00-03 Tech Wreck.

General Electric is a stalwart of our financial and industrial system. A bankruptcy by GE would be catastrophic for our economy and capital markets. The follow-on damage with suppliers and customers would be even worse.

If "The Bezzle" is not brought under control right damn now this is what is going to to happen to company after company. We WILL see the S&P trade at one hundred if we start to see firms like GE go down the toilet.

Ladies and Gentlemen, Legislators and President Obama, your time is running out to change direction.

The number of people who have told me that I am wasting my time continues to grow.

You folks who are sending me those emails are missing the point of my activities in this regard.

It is my intention to guarantee that these actions and intentional and willful blindness is documented so that when these failures occur, which I have predicted and provided a path by which they can be prevented, occur due to the intentional and willful malfeasance of our lawmakers and policy "wonks", the people can correctly hold to account the people responsible for their unemployment, homelessness and hunger.

When firms like GE come under attack like this what I am talking about here is coming - imminently.

Either behavior changes RIGHT NOW or the outcome will become inevitable.


TOPICS: Business/Economy
KEYWORDS: bankruptcy; economy; ge
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1 posted on 03/03/2009 12:20:54 PM PST by The Conservative Yogini
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To: The Conservative Yogini

A gambler betting that GE will go bankrupt by June proves nothing.

Not saying it can’t happen — but Denninger seems to take a gambler’s bet as though it were consensus.


2 posted on 03/03/2009 12:25:42 PM PST by Nervous Tick (Party? I don't have one anymore.)
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To: The Conservative Yogini

Sorry, I could care less if GE goes bankrupt, same for AIG or any bank, or the small three auto makers.

Nobody cares if I go bankrupt as a small business owner. And they shouldn’t, thats ‘on me’.

GE, and all these other companies have failing business models, have had them for decades. They reward incomptent CEO’s like Immelt with tens of millions of dollars in annual bonus’s for LOSING billions of dollars in a calendar year.

My fondest wish is GE takes down NBC, and its bastard off shoot MSNBC with it.

Sorry.


3 posted on 03/03/2009 12:26:00 PM PST by Badeye (There are no 'great moments' in Moderate Political History. Only losses.)
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To: The Conservative Yogini

Proper link for this article here:

http://market-ticker.org/archives/846-Here-It-Comes-GE.html

Link to market-ticker forum discussion of this article here:

http://www.tickerforum.org/cgi-ticker/akcs-www?post=85656


4 posted on 03/03/2009 12:26:12 PM PST by DuncanWaring (The Lord uses the good ones; the bad ones use the Lord.)
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To: The Conservative Yogini

I’m not a Denninger regular - what is “The Bezzle”?


5 posted on 03/03/2009 12:26:46 PM PST by KayEyeDoubleDee
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To: The Conservative Yogini

Purely speculative. Somebody betting for a 3rd friday in June payoff. May as well be playing black jack. On the other hand, I wouldn’t be surprised.


6 posted on 03/03/2009 12:28:39 PM PST by albie
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To: The Conservative Yogini

For perspective, he’s talking about 5.2 million shares. GE has 10.57 BILLION shares outstanding.

5.2 million is one-half of one-tenth of one percent.

On the other hand, a couple of years ago the concept of GE going bankrupt would have been utterly inconceivable.


7 posted on 03/03/2009 12:28:48 PM PST by DuncanWaring (The Lord uses the good ones; the bad ones use the Lord.)
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To: Badeye
I couldn't care less, either , except for one thing.

Hussein is going to take our money and give it to them.

Stripped of all emotional phraseology, that is exactly what will happen.

and I am buying puts.

8 posted on 03/03/2009 12:28:57 PM PST by bill1952 (Power is an illusion created between those with power - and those without)
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To: KayEyeDoubleDee
I'm not sure, but it seems in general to be a reference to fraud and embezzlement.
9 posted on 03/03/2009 12:30:31 PM PST by DuncanWaring (The Lord uses the good ones; the bad ones use the Lord.)
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To: The Conservative Yogini

While GE’s profits were down last year (2008) they did have profits. I seriously doubt that bankruptcy is in the future. They might spin off GE Capital to make the books look better, but go belly up? I don’t think so.


10 posted on 03/03/2009 12:30:47 PM PST by CollegeRepublican
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To: Nervous Tick
A gambler betting that GE will go bankrupt by June proves nothing.
Not saying it can’t happen — but Denninger seems to take a gambler’s bet as though it were consensus.

I don't think it matters if it's a concensus or not. All somebody who bought those puts has to do is sell naked shorts on GE. It used to be you had to own a stock you were shorting. Under Bush, that rule, which was instituted after 1929, was eliminated. Now you can sell a stock you don't own and pound it like a tent peg, and make those puts pay off Big Time.

Naked shorting is what is going to kill this market/economy and why I, for one, will not invest there any more.

11 posted on 03/03/2009 12:31:33 PM PST by Oatka ("A society of sheep must in time beget a government of wolves." –Bertrand de Jouvenel)
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To: The Conservative Yogini

GE capital was using 150:1 leverage, so it only took a small portion of their book to sour for them to become insolvent.


12 posted on 03/03/2009 12:32:52 PM PST by Kenny500c
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To: albie
What are the chances that someone has sold GE short, and then puts in a much smaller "complete bankruptcy" bet to get attention and drive down the price? They lose a little money on the bankruptcy bet, but make a lot more money on the short sale from people quickly panicking about the chance of GE going bankrupt.
13 posted on 03/03/2009 12:33:34 PM PST by KarlInOhio (Obama: removing the speed limit on the Road to Serfdom)
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To: The Conservative Yogini

Why should I care if GE goes bankrupt? How is going to negatively affect me? I don’t own any stock in them, I despise MSNBC, and NBC has been reduced to running “The Best Of Saturday Night Live” in primetime. The actual factories won’t disappear if GE goes bankrupt, they’ll just change names and owners. And any change at GE, NBC, or MSNBC has to be an improvement.


14 posted on 03/03/2009 12:33:58 PM PST by ozzymandus
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To: KayEyeDoubleDee

“The Bezzle”
http://market-ticker.denninger.net/archives/P5.html


15 posted on 03/03/2009 12:34:50 PM PST by The Conservative Yogini
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To: Oatka

>> Under Bush, that rule, which was instituted after 1929, was eliminated.

I don’t believe that’s true. Naked shorting (i.e. shorting without borrowing the security) has always been against SEC rules.

IIRC, the problem is that for a few years the SEC was not even attempting to enforce the rule.

My understanding is, now they ARE enforcing the “no naked short” rule again.


16 posted on 03/03/2009 12:35:06 PM PST by Nervous Tick (Party? I don't have one anymore.)
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To: The Conservative Yogini

GE started out by Edison robbing other people’s inventions for example Tesla’s. Then over the years they have hoodwinked the US govt - aka taxapers - as well.

I will have no sympathy if and when this corrupt immoral company goes down.


17 posted on 03/03/2009 12:35:41 PM PST by eleni121 (EN TOUTO NIKA!! + In this sign Conquer! +)
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To: KayEyeDoubleDee

I assumed it was a pet name for Obama ;-)


18 posted on 03/03/2009 12:35:43 PM PST by LambSlave
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To: The Conservative Yogini

Thanks - maybe I’ll buy some puts.


19 posted on 03/03/2009 12:35:54 PM PST by Joann37
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To: ozzymandus

>> Why should I care if GE goes bankrupt? How is going to negatively affect me?

Hey, if GE goes under, who’s gonna “bring good things to life”?

Think about it before you get all cavalier about their doom, there, mister.


20 posted on 03/03/2009 12:37:17 PM PST by Nervous Tick (Party? I don't have one anymore.)
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