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Shocker: Electronic Money Market Run Nearly Destroyed US Economy
RushLimbaugh.com ^ | February 10th | Rush

Posted on 02/11/2009 3:03:27 AM PST by Halfmanhalfamazing

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To: GOPJ

RE :”The tax laws were changed so gain on a home didn’t count as long as you had lived there for at least 2 years. “

I am glad you reminded me of this, Thanks!


181 posted on 02/12/2009 9:07:38 PM PST by sickoflibs (Pelosi: "Create jobs by teaching kids to use condoms in recovery bill ",condom jobs??)
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To: GOPJ

I’m putting it into a series of CD’s, paying attention to FDIC limits and the creditworthiness of the banks involved.

Here’s a tip: If a CD from a bank is paying more than a few basis points more yield for the same duration as what you’re seeing from other banks, it probably is because that bank (the one paying the higher yield) has a lower S&P/Fitch’s/Moody’s rating, or they’re on a negative creditwatch, or they’re in trouble, not downgraded yet, and they’re in a fat hurry to plump up their reserves.

Go back and look at the yields on WaMu CD’s before they went under. Boy, they looked fantastic! Well, there was as reason why.


182 posted on 02/12/2009 9:35:56 PM PST by NVDave
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To: razorback-bert

It started that day and just accelerated:

http://finance.yahoo.com/echarts?s=^IRX#chart3:symbol=^irx;range=20080901,20090212;indicator=volume;charttype=line;crosshair=on;ohlcvalues=0;logscale=off;source=undefined

See that first spike down? That’s on the 17th of September. And then as things started getting more and more bleak, you see the yield roll off to nothing.


183 posted on 02/12/2009 9:39:41 PM PST by NVDave
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To: NVDave

http://seekingalpha.com/article/120220-kanjorski-and-the-money-market-funds-the-facts

Not certain what to believe at this point...


184 posted on 02/12/2009 10:30:47 PM PST by TV Dinners (Hope is not a Strategy)
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bump


185 posted on 02/13/2009 6:40:31 AM PST by hoosiermama (Berg is a liberal democrat. Keyes is a conservative. Obama is bringing us together already!)
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To: razorback-bert
My big question is where did the money move to, not the stock market, not gold either or Treasuries, so where did it go? Government freezers?
186 posted on 02/13/2009 6:42:04 AM PST by hoosiermama (Berg is a liberal democrat. Keyes is a conservative. Obama is bringing us together already!)
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To: hoosiermama

***....It was pulled in two days from public view.***

I’m not surprised. Like I said, his tentacles - and influence - are everywhere. I would really like to know just how much of this country he owns. I think we would all be shocked. I believe he is the power behind Obama, and is our de facto dictator. Has he managed a stealth coup?


187 posted on 02/13/2009 7:31:09 AM PST by nanetteclaret (Patrick Henry is my first cousin six times removed. I will not let him down.)
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To: NVDave
See that first spike down? That’s on the 17th of September

I didn't get directed to the chart you wanted me to see.

I am looking for where the money went on the 15th, not that I really expect to find it. I am not saying that was an evil genius or smersh behind the panic, but electronic funds moved, have to have a destination.

188 posted on 02/13/2009 8:17:16 AM PST by razorback-bert (Save the planet...it is the only known one with beer!)
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To: Halfmanhalfamazing
For the record, Kanjorski is one of the top 10 recipients of Fannie Mae/Freddy Mac campaign money over the past 10 years.

He's one of priciple looters.
189 posted on 02/13/2009 8:29:28 AM PST by Antoninus (License is the ability to do whatever you want. Freedom is the right to do as you ought.)
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To: razorback-bert

OK, when you sell off the “money market” mutual funds, you roll out of a mutual or “sweep” fund, and you’re left in cash, which has a 0.0% yield.

The money is still in your account, so technically it didn’t move anywhere, just as when you buy or sell a stock in your accounts, your money didn’t “go” anywhere - it was just buying or selling an asset held in your account. So the money didn’t have to “go” anywhere, it was just pulled out of the money market funds.


190 posted on 02/13/2009 9:44:07 AM PST by NVDave
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To: NVDave
So, your saying these guys are afraid to leave their money in the money market fund, yet they are willing to leave it in the bank, brokerage or mutual house account.
191 posted on 02/13/2009 1:03:07 PM PST by razorback-bert (Save the planet...it is the only known one with beer!)
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To: razorback-bert

Correct.

The money market funds were exposed to risks arising from the collapse of Lehman, and that’s what they wanted to get away from, ASAP.


192 posted on 02/13/2009 1:10:30 PM PST by NVDave
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To: NVDave

Thanks for the insights!!


193 posted on 02/13/2009 6:07:45 PM PST by dennisw (Archimedes--- Give me a place to stand, and I will move the Earth)
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To: NVDave

Mucho thanks!!!


194 posted on 02/13/2009 6:10:55 PM PST by dennisw (Archimedes--- Give me a place to stand, and I will move the Earth)
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To: NVDave
If I left you with that impression, I’ve done something very, very wrong. I am even now, as I type this, hedging the last stock positions I have in the market.

I've been reading your posts with great interest, and I wanted to say "thank you" for the education.

Now, you've said what you're doing, and why, but as you said, you are retired. I am 45. I suspect your primary objective is to preserve capital. My objective is growth, the more the better.

When the market tanked in early October, I started the process of picking funds, opening up a Roth IRA account, and then investing $5K from cash in late October.

I knew I couldn't time the very bottom, which we unfortunately haven't reached yet, but the DOW had dropped 40+%, which I figured was one hell of a discount.

The question is, when there is a recovery, will it be slow enough to get back in as it starts climbing out of the hole? Or do I continue to fund that IRA to lock in the current discount?

Thanks for your time.

195 posted on 02/14/2009 8:35:38 PM PST by Monitor (More wag, less bark.)
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To: Monitor

I can’t predict the future, all I can do is tell you what past patterns have been.

Due to the change of psychology from credit-fueled booms to the psychology of thrift and saving reduces the growth of the economy. However, the stock market can take very rapid upward swings when the gloom starts to abate.

We might be nowhere near the bottom. The P/E on the SP500 is very high right now — people look at the approximately 40% drop in the SP500 since last July and say “Surely, stocks MUST be cheap!”

No, not so. While stock prices have certainly fallen hard, earnings have fallen even harder. Unless earnings recover quickly, the SP500 will be falling later on this year. How far, I can’t say. Right now the only thing holding stock valuations up are analysts’ expectations that earnings will recover. Sadly, I don’t think this will the case. Too many equity analysts are still running analysis based on post-WWII recessions. They keep saying “This is the worst since... WWII” or “this is the worst in 50/60/70 years...”

Blah, blah, blah.

THE fundamental difference here is that unlike recessions, which are normal contractions in economic expansion as a normal outcome of the business cycle and a rise in interest rates precipitated by either the bond market or the Fed, this is a debt deflation. Capital is being destroyed, sucked down into black holes on balance sheets.


196 posted on 02/15/2009 2:11:26 PM PST by NVDave
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To: NVDave
Ah yes, back to the basics; the P/E ratio.

Thanks for the reminder that it's not all about the price.

197 posted on 02/15/2009 10:16:09 PM PST by Monitor (Wag more, bark less.)
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To: Halfmanhalfamazing

Where the eff is the media on this? Are they keeping the same secrets that Kanjorski and his colleagues have kept now FOR SIX MONTHS!!!!


198 posted on 02/17/2009 9:48:52 AM PST by AJMCQ (Who is Khalid al-Mansour? You mean Obama didn't get into Harvard on his grades?)
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To: Halfmanhalfamazing
"KANJORSKI: On Thursday at about 11 o'clock in the morning the Federal Reserve noticed a tremendous drawdown of money market accounts in the United States, to the tune of $550 billion was being drawn out in a matter of an hour or two. The Treasury opened up its window to help. It pumped $105 billion in the system and quickly realized that they could not stem the tide; we were having an electronic run on the banks. They decided to close the operation, close down the money accounts and announce a guarantee of $250,000 per account so there wouldn't be further panic out there. "


199 posted on 02/17/2009 1:36:14 PM PST by HowlinglyMind-BendingAbsurdity
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To: AJMCQ

J.D. Hayworth mentioned this on MSNBC the other day and the host pretended not to know what he was talking about.


200 posted on 02/17/2009 1:38:34 PM PST by HowlinglyMind-BendingAbsurdity
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