bimetalaupt
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Post by bimetalaupt on Aug 12, 2011 13:50:20 GMT -5
I hold to the AAA rating and will buy !! as a AAA.. Just look at the market action!!!! To S&P do the math..... you were trying to regain respect at all cost with more poor math.. Well our math models have reported the AAA for the T-Bonds and the F- for your model(S&P) You need to have your base checked per Tim.. Yes we did agree on this one. Just the last run of the A++ Model...Current .. 8.97-2.14= 6.83% ERP!! Just a Thought, Bi Metal Au Pt It is all about long hedging... gold..(managed ).. T-Bonds and Stock for less risk at greatest return... Adding to the bond market's near-crazy level of activity was the Fed's unusual move on Tuesday to tell the world in plain English that it intends to keep rates near zero for the next two years. "That was a very powerful move in the middle of all this that caught a lot of people wrong-footed," Vogel said. One of the biggest questions marks heading into the week was whether Treasuries would draw a substantial amount of demand at auction. They did -- until Thursday's sale of 30-year bonds, the first long-term bonds auctioned in the AA+ era. Treasury auctioned $16 billion of 30-year bonds at a yield of 3.75%, well above the 3.62% the security had been trading at earlier in the day. Only a day before, Treasury was able to sell $24 billion in 10-year notes at a record-low yield of 2.14%. The difference? The Fed's decision to keep key short-term rates low means a measure of stability for medium-term bonds. But 30 years into the future? All bets are off. And that means investors are less willing to stash their money in long-term bonds. "There are just a whole lot of wild cards," Vogel said. Don't be surprised if more of them hit the table in weeks to come. Long hedging vs short hedging... You can not always short due to lack of stock to short!! Attachments:
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usaone
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Post by usaone on Aug 12, 2011 14:03:59 GMT -5
A lot of Re Balancing this week Bruce!  |
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bimetalaupt
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Post by bimetalaupt on Aug 12, 2011 19:04:20 GMT -5
A lot of Re Balancing this week Bruce! USA WON, MMXII is projecting a WILD ride for 2011-2012 .... Bi Metal Au Pt  we now have a POSITIVE Trend on the DJIA!!!! Attachments:
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bimetalaupt
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Post by bimetalaupt on Aug 13, 2011 11:40:58 GMT -5
The MMXII math model shows an 1.02717132867133 With 1.0000= AAA ( should have been AAAA) with 99.000629807123659% Certainty . Just a thought, Bi Metal Au Pt Note the range for AAA is 97.5 to 102.5 ie the number was greater then AAA.. |
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usaone
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Post by usaone on Aug 13, 2011 11:42:56 GMT -5
16271 and then heading towards 20K. |
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Aug 13, 2011 23:02:34 GMT -5
S&P admitted as much, IMO, when the retracted their original statement because of errors in the MATH.. REALLY?? 2 Trillion is no Fn' error..  Lets face it. If they wouldn't have follow through they were screwed, and now they are screwed for doing it. They have just proven how incompetent the ratings system has become. Way to open the door S&P! Don't let it hit you on the way out...  |
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bimetalaupt
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Post by bimetalaupt on Aug 16, 2011 10:47:17 GMT -5
Fitch agrees with MMXII on USA rating of AAA.. THE USA is the best industrial country and most efficient in the world. Thank-you Fitch NEW YORK (Reuters) - Fitch Ratings said on Tuesday it affirmed the United States' top-notch credit rating at AAA, giving the world's largest economy a reprieve after it was downgraded by Standard & Poor's little more than a week ago. Fitch said the outlook for the rating was stable.However, it warned that the United States was falling behind its peers among the AAA-rated nations on fiscal matters and the country had to show tangible results in its efforts to reduce the budget deficit. finance.yahoo.com/news/Fitch-affirms-US-at-AAA-rb-587349367.html?x=0&sec=topStories&pos=main&asset=&ccode=Attachments:
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Post by maui1 on Aug 16, 2011 11:51:27 GMT -5
if you are measuring the usa against other countries, then best is then rated aaa, and downward from there.........then s&p is wrong, and fitch is right.
but if you measuring against what is real, all countries other than maybe canada, australia, and switzerland, are all less than aaa.
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bimetalaupt
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Post by bimetalaupt on Aug 16, 2011 12:12:44 GMT -5
if you are measuring the usa against other countries, then best is then rated aaa, and downward from there.........then s&p is wrong, and fitch is right. but if you measuring against what is real, all countries other than maybe canada, australia, and switzerland, are all less than aaa. Check Germany, Finland and Norway!!!!I think they all are rated AAA. maui1, it is 100% empirical maths model using undiluted data.. calculated last MMXII factor = 1.02717132867133 with 99.000629807123659% Certainty . AAA is in the range of 1 +- one SD or 0.975 to 1.025... So the credit rating is above AAA so You could call it AAA+!! Still the best in the world and much better then the numbers after WWII. Just a thought, Bi Metal Au Pt K4U  |
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bimetalaupt
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Post by bimetalaupt on Aug 16, 2011 12:32:13 GMT -5
S&P to be indicted for financial ratings leading up to financial crisis  Frank, How long has it been that we have stated then and now .. S&P has zero credit understanding and missed the whole financial system understated risk with giving the weak paper an AAA. Now they are are trying to gain creditworthiness with junk..I recall words with the LUX group three years ago questioning these AAA on highly leveraged paper...... Just a thought, Bruce |
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bimetalaupt
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Post by bimetalaupt on Aug 16, 2011 13:24:22 GMT -5
Yes we knew...buy knowing what is right and wrong when the fix is in is useless....you got to play it it the way it lays Frank, As GS advertised during 2009-2010.. "BECAUSE YOUR RESPONSIBILITY NEVER DECREASE."GREAT ADVERTISING.. NOT SURE IF THEY READ IT??? YOU KNOW MY RISK FREE HOLDINGS FOR YEARS HAVE BEEN 100% T-BONDS AND T-BILLS. ANY INCREASE IN INTEREST RATES WILL HELP ME REGAIN THE 50/50 RE-BALANCER SYSTEM. "HOW TRUE.. YOU HAVE TO PLAY IT THE WAY IT LAYS"I keep going back to the understanding behind Dr. Barro Paper from Harvard University.. It is hard to think about it but in 1959-1961 30 million humans died from starvation in China and now they are a huge holders of T-Bonds.. If they want to sell them.. I am buying!!! Just a thought, Bi Metal Au Pt Attachments:
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Post by maui1 on Aug 16, 2011 13:36:04 GMT -5
S&P to be indicted for financial ratings leading up to financial crisis
the rating agencies were as responsible as the gov't was, as the fed was, the mortgage brokers were, the investment banks were, the banks were, and the home buyers were.
indite them all, and do the gov't and the fed twice for bailing out all that insanity!
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Post by lifewasgood on Aug 16, 2011 23:20:52 GMT -5
No Honor, No integrity, therefore none of the credit agencies are in good standing as far as I am concerned. As long as the USD is the world reserve currency and the Fed has the ability to add to the monetary supply, no default will or could happen.
However, it could all change as the currency wars are just getting started.
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bimetalaupt
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Post by bimetalaupt on Aug 19, 2011 15:53:04 GMT -5
No Honor, No integrity, therefore none of the credit agencies are in good standing as far as I am concerned. As long as the USD is the world reserve currency and the Fed has the ability to add to the monetary supply, no default will or could happen. However, it could all change as the currency wars are just getting started. They rated everything MGIC " backstopped" as AAA!!! With Zero Tier1 AND A LOT OF $$$$ PAID FOR AAA...WHO ME .. DID MGIC BACK ANYTHING WITH MONEY??? JUST A THOUGHT, BI METAL |
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Post by bubblyandblue on Aug 19, 2011 16:06:00 GMT -5
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bimetalaupt
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Post by bimetalaupt on Aug 19, 2011 17:33:10 GMT -5
The THUGS have moved on in S&P. Dont feel sorry for them, but then again we are seeing the quickly escalating corruption of our system by the current administration to an extent way beyond anything seen up to now. (and that is pretty extreme since we have seen a lot of crap before now) Saw today that HHS spent $1mil of our hard earned tax dollars promoting Obama Care right up to the day of the last election. No wonder we are broke when you extrapolate that out tens of thousands of times with all the various agencies and departments of the federal government. WXYZ, I wish you would tell us what you really think!! Like Axel Weber told A.Merkel!! K4U to straight talking!!! Bruce  Attachments:
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Post by smackdown on Aug 19, 2011 21:14:38 GMT -5
"Ratings" as a market indicator may need to go away. Certainly the agencies did a shoddy job with mortgages and there is no reason to believe they somehow sobered up for the national downgrade. Better to grasp that the "model" for rating is inferior and lackluster to the dynamics of the economy. People paying these agencies for data are the problem. Without them, they have no credibility.
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bimetalaupt
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Post by bimetalaupt on Aug 20, 2011 21:19:48 GMT -5
One more swan flying in formation of the missing BIRD.. His words are from years of being their pawn.. Worth reading.. see button for the rest of the Paper!! A former senior analyst at Moody's has gone public with his story of how one of the country's most important rating agencies is corrupted to the core. The analyst, William J. Harrington, was employed by Moody's for 11 years, from 1999 until his resignation in 2010. From 2006 to 2010, Harrington was a Senior Vice President in the derivative products group, which was responsible for producing many of the disastrous ratings Moody's issued during the housing bubble. Harrington has made his story public in the form of a 78-page "comment" to the SEC's proposed rules about rating agency reform, which he submitted to the agency on August 8th. The comment is a scathing indictment of Moody's processes, conflicts of interests, and management, and it will likely make Harrington a star witness at any future litigation or hearings on this topic. finance.yahoo.com/blogs/daily-ticker/moody-analyst-breaks-silence-says-ratings-agency-rotten-155917921.htmlThank-you to Harrington for the open and honest report.. You are brave.. Now also free!! Now it is our thoughts!! as before Just a thought Bi Metal Au Pt |
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Aug 20, 2011 22:25:06 GMT -5
YES! I was reading that last night!! Re-regulate, re-shore, we win!!! |
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bimetalaupt
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Post by bimetalaupt on Aug 23, 2011 7:14:23 GMT -5
YES! I was reading that last night!! Re-regulate, re-shore, we win!!! A++, It looks like the upper management from S&P is throughing in the towel. Just a thought, Bruce NEW YORK (AP) -- The president of Standard & Poor's is stepping down, an announcement coming only weeks after the rating agency's unprecedented move to strip the United States of its AAA credit rating. The McGraw-Hill Cos., the parent of S&P, said late Monday that Deven Sharma will be replaced by Douglas Peterson, now the chief operating officer of Citibank N.A., Citigroup Inc.'s chief banking arm. Sharma, 55, "was ready for new challenges" after helping S&P separate its data, pricing and analytics business from its ratings business, McGraw-Hill said in a statement. The company unveiled that restructuring at S&P late last year. finance.yahoo.com/news/Head-of-rating-agency-SP-apf-2708009513.html?x=0 |
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Post by lifewasgood on Aug 23, 2011 11:27:40 GMT -5
Not sure what we won, but if you say so!
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Aug 25, 2011 0:52:21 GMT -5
YES! I was reading that last night!! Re-regulate, re-shore, we win!!! A++, It looks like the upper management from S&P is throughing in the towel. Just a thought, Bruce NEW YORK (AP) -- The president of Standard & Poor's is stepping down, an announcement coming only weeks after the rating agency's unprecedented move to strip the United States of its AAA credit rating. The McGraw-Hill Cos., the parent of S&P, said late Monday that Deven Sharma will be replaced by Douglas Peterson, now the chief operating officer of Citibank N.A., Citigroup Inc.'s chief banking arm. Sharma, 55, "was ready for new challenges" after helping S&P separate its data, pricing and analytics business from its ratings business, McGraw-Hill said in a statement. The company unveiled that restructuring at S&P late last year. finance.yahoo.com/news/Head-of-rating-agency-SP-apf-2708009513.html?x=0 That's not all that's brewing. Re-shore, Re-regulate! WE WIN! Analysis: Why Goldman's Blankfein tapped big-time lawyer www.reuters.com/article/2011/08/24/us-goldman-weingarten-idUSTRE77N7X920110824 |
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Aug 26, 2011 1:47:36 GMT -5
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bimetalaupt
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Post by bimetalaupt on Aug 26, 2011 12:09:38 GMT -5
Again.. S&P was wrong and the lower interest rates proves.. the rating are meaningless. Looks at the Rating of France !!.Bruce
When Standard & Poor's downgraded the U.S. credit rating earlier this month pundits and politicians claimed this would cause interest rates to spike and kill what little lending there was in the economy. However, the opposite has happened. Interest rates on Treasury bonds have actually fallen and T-bills continue to lead the flight to safety during the recent market turmoil.
What does it all mean?
"It just emphasizes the irrelevance of the ratings agencies," says Jesse Eisinger senior reporter at ProPublica and longtime critic of the ratings agencies. "I think this was a watershed moment for how unimportant the ratings agencies are."
As The Daily Ticker's Aaron Task and Eisinger note in the accompanying clip, the market's reaction to the America's loss of AAA rating is similar to the reaction when it happened to Japan earlier this decade - nothing. Japan, downgraded in 2002, still enjoys some of the lowest borrowing costs in the world. (Earlier this week, Moody's downgraded Japan's credit rating to Aa3 from Aa2, with little or no obvious market impact.)
The market's reaction to the S&P's downgrade of America is less shocking than the fact that anyone still pays attention to the ratings agencies, Eisinger says. "Even though markets panic, prices are a better reflection of what investors think the prospects are for a bond than an S&P opinion."
And, what's most shocking of all is that any of these ratings agencies are still in business despite totally bungling the ratings of mortgage securities at the heart of the financial crisis. Let's not forget S&P, Moody's and Fitch rated thousands of toxic subprime loans AAA when in fact they were more like junk.
"It's very shocking there's been so little reckoning for their disasters of the finical crisis," Eisinger says. "I think over time their franchise disappears but I've been predicting that for while and it's been totally wrong."
As the old saying goes the market can stay irrational far longer than you can stay solvent.
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Aug 26, 2011 22:12:56 GMT -5
K for FTI! |
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Lets face it. If they wouldn't have follow through they were screwed, and now they are screwed for doing it. They have just proven how incompetent the ratings system has become. Way to open the door S&P! Don't let it hit you on the way out... 
