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

Wednesday, September 10, 2008

 

wake up video


a dear friend clued me into charlie rose's fine interview panel, which included PIMCO's mohamed el-arian and nouriel roubini, summoned in followup to the fannie mae/freddie mac conservatorship.

cnbc -- in a sign of either bottom or apocalypse, i'm not sure which -- has roubini co-hosting this morning. this segment with institutional risk analyst's chris whalen, who is as good a bank analyst as publishes, continues to sound the alarm on financials. moreover, he's blunt about the prospects of future intervention, calling the fed "tapped out" and projecting direct treasury capital injections into large banks before year end with more than a hundred bank failures in the next twelve months. it isn't often that one hears the word "hyperinflation" used so effectively, much less on the network of market cheerleaders.

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