Comments on: Liquidity vs. Solvency: Interview with Bob Eisenbeis and David Kotok http://www.ritholtz.com/blog/2009/12/liquidity-vs-solvency-interview-with-bob-eisenbeis-and-david-kotok/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 22:30:38 +0000 hourly 1 http://wordpress.org/?v=3.0.5 By: Mark E Hoffer http://www.ritholtz.com/blog/2009/12/liquidity-vs-solvency-interview-with-bob-eisenbeis-and-david-kotok/comment-page-1/#comment-239720 Mark E Hoffer Sun, 06 Dec 2009 13:56:20 +0000 http://www.ritholtz.com/blog/?p=45203#comment-239720 the Fact that this thread attracts Zero 'Comment'/Response, in more than ~50 hours, should send Thinking People running, far, far, away from 'crowds'--of any sort. "The number of FDIC-insured bank units rated “F” rose from 2,256 at the end of June to 2,337 as of Q3 2009." "the Stress Index results suggest that the US financial services sector is still sinking bow down under the weight of the highest loss rate experience in the post-WW II period." "investors have been reminded that solvency remains a core problem in the global economy despite ample official liquidity." "Eventually the Fed will be calling for tax increases to pay for this generosity. Our mutual friend and fishing companion Josh Rosner, as well as other colleagues in Washington, fully expect a VAT to be proposed by President Obama to pay for the global financial fiasco." "nobody is even starting to talk about how we get back to a well-capitalized financial sector that can support risk or real economic growth. If you use the numbers from Jim Bianco’s tally of about $1.8 trillion in losses, we have had capital raised of $1.6 trillion, but almost $600 billion of that is government money. So the private sector has come up with $1 trillion, but we are still $1 trillion short if you think of meeting the losses and actually increasing capital. " "as we have discussed many times, we are heading for a European model David. President Obama is an internationalist" and, further.. Yes, there's Nothing to See here..Nothing worth eliciting any Comment, at all.. From this Snapshot(said, current Post/Thread) of the Marketplace of Ideas, Thinking People should quail at the thought that there is, any, semblance of a potential 'return to Normalcy'--better, they should take lesson, from such bird, and prepare to take wing.. http://www.thefreedictionary.com/quail Chris, as per usual, another thought-compelling, worthwhile, piece of work. Keep nocking those Arrows~ http://www.thefreedictionary.com/nock the Fact that this thread attracts Zero ‘Comment’/Response, in more than ~50 hours, should send Thinking People running, far, far, away from ‘crowds’–of any sort.

“The number of FDIC-insured bank units rated “F” rose from 2,256 at the end of June to 2,337 as of Q3 2009.”

“the Stress Index results suggest that the US financial services sector is still sinking bow down under the weight of the highest loss rate experience in the post-WW II period.”

“investors have been reminded that solvency remains a core problem in the global economy despite ample official liquidity.”

“Eventually the Fed will be calling for tax increases to pay for this generosity. Our mutual friend and fishing companion Josh Rosner, as well as other colleagues in Washington, fully expect a VAT to be proposed by President Obama to pay for the global financial fiasco.”

“nobody is even starting to talk about how we get back to a well-capitalized financial sector that can support risk or real economic growth. If you use the numbers from Jim Bianco’s tally of about $1.8 trillion in losses, we have had capital raised of $1.6 trillion, but almost $600 billion of that is government money. So the private sector has come up with $1 trillion, but we are still $1 trillion short if you think of meeting the losses and actually increasing capital. ”

“as we have discussed many times, we are heading for a European model David. President Obama is an internationalist”

and, further..

Yes, there’s Nothing to See here..Nothing worth eliciting any Comment, at all..

From this Snapshot(said, current Post/Thread) of the Marketplace of Ideas, Thinking People should quail at the thought that there is, any, semblance of a potential ‘return to Normalcy’–better, they should take lesson, from such bird, and prepare to take wing..
http://www.thefreedictionary.com/quail

Chris,

as per usual, another thought-compelling, worthwhile, piece of work.

Keep nocking those Arrows~
http://www.thefreedictionary.com/nock

]]>