Comments on: Credit Crisis Watch: Thawing – noteworthy progress http://www.ritholtz.com/blog/2009/05/credit-crisis-watch-thawing-%e2%80%93-noteworthy-progress/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Wed, 15 Feb 2012 00:33:57 +0000 hourly 1 http://wordpress.org/?v=3.0.5 By: drollere http://www.ritholtz.com/blog/2009/05/credit-crisis-watch-thawing-%e2%80%93-noteworthy-progress/comment-page-1/#comment-176393 drollere Wed, 27 May 2009 16:33:03 +0000 http://www.ritholtz.com/blog/?p=26980#comment-176393 the banks feel they can get out from under tarp because ... tarp is a fat lady sitting on their face. they find it very difficult to enjoy the daily air. ah, charts. how smoothly they flow! how quaintly they jitter! it's all just white paper behind. white paper to the left, white paper to the right. never mind that the white paper to the left is the days of wine and roses, regulations that gather dust and regulators who sleep with their feet on their desks! and that the white paper on the right is a gawdawful mess, the fed calling your office every day and a gaping liability on your balance sheet! my suggestion: take any of the interest rate charts above, and print it full format on a sheet of white paper. fold the chart vertically at the date "Oct '08". lay the chart so that the fold is along the edge of the table, the half of the chart before "Oct. '08" is lying on the table, and the half of the chart after "Oct. '08" is hanging toward the floor. now interpret the chart. we need more topography in our pictures of the financial landscape. the banks feel they can get out from under tarp because … tarp is a fat lady sitting on their face. they find it very difficult to enjoy the daily air.

ah, charts. how smoothly they flow! how quaintly they jitter! it’s all just white paper behind. white paper to the left, white paper to the right. never mind that the white paper to the left is the days of wine and roses, regulations that gather dust and regulators who sleep with their feet on their desks! and that the white paper on the right is a gawdawful mess, the fed calling your office every day and a gaping liability on your balance sheet!

my suggestion: take any of the interest rate charts above, and print it full format on a sheet of white paper. fold the chart vertically at the date “Oct ’08″. lay the chart so that the fold is along the edge of the table, the half of the chart before “Oct. ’08″ is lying on the table, and the half of the chart after “Oct. ’08″ is hanging toward the floor. now interpret the chart.

we need more topography in our pictures of the financial landscape.

]]> By: Jetzt schnell an die Zukunft des Kapitalismus zweifeln… • Börsennotizbuch http://www.ritholtz.com/blog/2009/05/credit-crisis-watch-thawing-%e2%80%93-noteworthy-progress/comment-page-1/#comment-174670 Jetzt schnell an die Zukunft des Kapitalismus zweifeln… • Börsennotizbuch Fri, 22 May 2009 10:44:58 +0000 http://www.ritholtz.com/blog/?p=26980#comment-174670 [...] on interbank loans and short-term U.S. government debt (“T-bills”), Wikipedia) — TED-Spread schon wieder fast auf Vor-Krisen-Niveau (The Big Picture); Via: Felix Salmon [...] [...] on interbank loans and short-term U.S. government debt (“T-bills”), Wikipedia) — TED-Spread schon wieder fast auf Vor-Krisen-Niveau (The Big Picture); Via: Felix Salmon [...]

]]> By: Tuesday links: be flexible | HeatUp.com - Internet News http://www.ritholtz.com/blog/2009/05/credit-crisis-watch-thawing-%e2%80%93-noteworthy-progress/comment-page-1/#comment-173566 Tuesday links: be flexible | HeatUp.com - Internet News Wed, 20 May 2009 02:23:54 +0000 http://www.ritholtz.com/blog/?p=26980#comment-173566 [...] the TED spread? It is rapidly approaching pre-crisis levels. (Big Picture, Felix [...] [...] the TED spread? It is rapidly approaching pre-crisis levels. (Big Picture, Felix [...]

]]> By: Moss http://www.ritholtz.com/blog/2009/05/credit-crisis-watch-thawing-%e2%80%93-noteworthy-progress/comment-page-1/#comment-173446 Moss Tue, 19 May 2009 20:58:26 +0000 http://www.ritholtz.com/blog/?p=26980#comment-173446 Excellent information. I got a great lesson in credit measures. Thank You! Obviously this is what the Fed has been watching and why the banks feel they can get out from under TARP. Seems like the consumer still needs help as the banksters are not passing on lower rates. Excellent information. I got a great lesson in credit measures. Thank You!

Obviously this is what the Fed has been watching and why the banks feel they can get out from under TARP. Seems like the consumer still needs help as the banksters are not passing on lower rates.

]]> By: Wohin geht die Reise bei den Anleihen? • Börsennotizbuch http://www.ritholtz.com/blog/2009/05/credit-crisis-watch-thawing-%e2%80%93-noteworthy-progress/comment-page-1/#comment-173281 Wohin geht die Reise bei den Anleihen? • Börsennotizbuch Tue, 19 May 2009 16:18:11 +0000 http://www.ritholtz.com/blog/?p=26980#comment-173281 [...] Eine ganze Reihe von Charts, die unterschiedliche Zinsen und Zinsspreads zeigen. Meistens sieht man Entspannung und Besserung (wie oben beschrieben)… (The Big Picture). [...] [...] Eine ganze Reihe von Charts, die unterschiedliche Zinsen und Zinsspreads zeigen. Meistens sieht man Entspannung und Besserung (wie oben beschrieben)… (The Big Picture). [...]

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