http://www.ritholtz.com/blog/2009/04/414-morning-note/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 13:51:54 +0000 hourly 1 http://wordpress.org/?v=3.0.5 http://www.ritholtz.com/blog/2009/04/414-morning-note/comment-page-1/#comment-162285 rktbrkr Wed, 15 Apr 2009 12:02:53 +0000 http://www.ritholtz.com/blog/?p=23672#comment-162285 GS windfall profits are no more surprising than Halliburton's on their no-bid Iraq contracts,GS was just bigger and more brazen. Systemic risk or weapons of mass destruction, fear in the right hands can be very profitable! GS windfall profits are no more surprising than Halliburton’s on their no-bid Iraq contracts,GS was just bigger and more brazen. Systemic risk or weapons of mass destruction, fear in the right hands can be very profitable!

]]> http://www.ritholtz.com/blog/2009/04/414-morning-note/comment-page-1/#comment-162157 HoldYourHorses Tue, 14 Apr 2009 18:34:15 +0000 http://www.ritholtz.com/blog/?p=23672#comment-162157 GS remaining a viable company because of gov't intervention is one thing. It is good to remember we want GS to be profitable. BUT should we not be hugely skeptical and concerned that GS did not just barely coast into the next quarter, but posted big gains (Even after corrections for the mysterious December debt vacuum)? GS remaining a viable company because of gov’t intervention is one thing. It is good to remember we want GS to be profitable. BUT should we not be hugely skeptical and concerned that GS did not just barely coast into the next quarter, but posted big gains (Even after corrections for the mysterious December debt vacuum)?

]]> http://www.ritholtz.com/blog/2009/04/414-morning-note/comment-page-1/#comment-162112 roc Tue, 14 Apr 2009 15:28:55 +0000 http://www.ritholtz.com/blog/?p=23672#comment-162112 So.... Assuming the treasury got the warrants on GS stock as a TARP recipient... and assuming GS is desperate to get this stock offering done before this thing blows up... when should the treasury exercise the warrants and sell the stock for maximum profit? Some of the banks have returned their TARP money already but I haven't heard an absolute answer on whether the warrants will be held to their full term. Anyone know the last word on that? So…. Assuming the treasury got the warrants on GS stock as a TARP recipient… and assuming GS is desperate to get this stock offering done before this thing blows up… when should the treasury exercise the warrants and sell the stock for maximum profit? Some of the banks have returned their TARP money already but I haven’t heard an absolute answer on whether the warrants will be held to their full term. Anyone know the last word on that?

]]> http://www.ritholtz.com/blog/2009/04/414-morning-note/comment-page-1/#comment-162067 Simon Tue, 14 Apr 2009 12:04:17 +0000 http://www.ritholtz.com/blog/?p=23672#comment-162067 Good for GS???... Not when they were among the roots of the origin of this mess. Not when their alumni hold strategic positions throughout the administration and the corporate world. Not when the garner obscene profits from the destruction of the productive world. Not when they are like a giant tick hanging from the neck of society. Good for GS???… Not when they were among the roots of the origin of this mess. Not when their alumni hold strategic positions throughout the administration and the corporate world. Not when the garner obscene profits from the destruction of the productive world. Not when they are like a giant tick hanging from the neck of society.

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