ES -- DX/CL -- isee -- cboe put/call -- specialist/public short ratio -- trinq -- trin -- aaii bull ratio -- abx -- cmbx -- cdx -- vxo p&f -- SPX volatility curve -- VIX:VXO skew -- commodity screen -- cot -- conference board

Monday, September 22, 2008


reeling in goldman and morgan

per mish, they're to become bank holding companies like everybody else.

Kiss the last independent investment banks goodbye. And with this change, it is going to become much harder for Goldman and Morgan Stanley to make (or lose) money given leverage will be reduced to 12 instead of 30-40.

reinstituting the net capital rule but too late. asset sales will have to be considerable.

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