ajtj99's Market Pulse

[jdaasoc]

Job, inflation and equity markets were overheated then.

Now we barely got inflation untamed.

If Bernanke doesn't dole out rate cuts like a child dispenses pezs from pez dispenser, no one will invest in equities until they look stupid cheap.

http://www.pez.com/

Everyone knows FED will dole out minimum of 75 pts with another additional 50 pts on top of that if they let market go into crapper by not cutting 75 by Mar meeting.

I can see Bin aweed, Singapore and other funds doing what Bank of America did with CFC with the remainder of our financials.

(10% stake for $2 B; "all in" for remaining 90% for additional $4 B ).

Current offerings going for 7-9% returns now will offer much more in potential returns for next round of sovereign investors if financials need additional recapitalization at the expense of existing shareholders.