Comments on: 8 INVESTMENT THEMES FROM WALL STREET’S TOP BANK http://pragcap.com/wall-sts-best-ban Sat, 11 Feb 2012 22:06:55 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Brick http://pragcap.com/wall-sts-best-ban/comment-page-1#comment-7218 Brick Fri, 16 Oct 2009 07:52:15 +0000 http://pragcap.com/?p=10845#comment-7218 1) Yes 2) While essentially true you cannot just ignore currency devaluation and its effects on commodity prices.Stagflation seems a possibility to me. 3) Banks will need to hold more bonds and I would see this as a positive sign for Australian bonds and the like. These countries will held back by currency appreciation though. 4) No. There is a good reason why asian economies are trying to intervene to keep their currencies down and there will be an impact on them from current dollar declines. 5) Yes but I would argue that we are not three quarters of the way through with a lot of commercial real estate pain to come. 6) Yes exactly. 7) Partially, I see investors moving much more into ETF's on commodities and expect a bit of a bubble in food prices. 8) Yes and this has some very important consequences for the US. 1) Yes
2) While essentially true you cannot just ignore currency devaluation and its effects on commodity prices.Stagflation seems a possibility to me.
3) Banks will need to hold more bonds and I would see this as a positive sign for Australian bonds and the like. These countries will held back by currency appreciation though.
4) No. There is a good reason why asian economies are trying to intervene to keep their currencies down and there will be an impact on them from current dollar declines.
5) Yes but I would argue that we are not three quarters of the way through with a lot of commercial real estate pain to come.
6) Yes exactly.
7) Partially, I see investors moving much more into ETF’s on commodities and expect a bit of a bubble in food prices.
8) Yes and this has some very important consequences for the US.

]]> By: TPC http://pragcap.com/wall-sts-best-ban/comment-page-1#comment-7168 TPC Thu, 15 Oct 2009 19:52:21 +0000 http://pragcap.com/?p=10845#comment-7168 Sure thing. Sure thing.

]]> By: Jay (market folly) http://pragcap.com/wall-sts-best-ban/comment-page-1#comment-7165 Jay (market folly) Thu, 15 Oct 2009 19:32:31 +0000 http://pragcap.com/?p=10845#comment-7165 good stuff TPC thanks for posting this up. good stuff TPC thanks for posting this up.

]]> By: xxxxxL http://pragcap.com/wall-sts-best-ban/comment-page-1#comment-7144 xxxxxL Thu, 15 Oct 2009 08:10:06 +0000 http://pragcap.com/?p=10845#comment-7144 A quick look at JP Morgan balance sheet: http://www.reuters.com/finance/stocks/incomeStatement?stmtType=BAL&perType=INT&symbol=JPM.N 156 Billion USD equities No decrease in assets (150 billion usd) in a year life span 2008 vs 2009 Around 2 trillion USD total assets 85 trillion USD contingent liabilities A thourough reading of the last IMF report provide for a better guidance. http://www.imf.org/External/Pubs/FT/GFSR/2009/02/pdf/text.pdf A quick look at JP Morgan balance sheet:

http://www.reuters.com/finance/stocks/incomeStatement?stmtType=BAL&perType=INT&symbol=JPM.N

156 Billion USD equities
No decrease in assets (150 billion usd) in a year life span 2008 vs 2009
Around 2 trillion USD total assets
85 trillion USD contingent liabilities

A thourough reading of the last IMF report provide for a better guidance.

http://www.imf.org/External/Pubs/FT/GFSR/2009/02/pdf/text.pdf

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