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Current Thread:
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Interesting perspective on Fed policy from an investment fund quarterly -- RickPerry 07/03/2020 10:30AM
This is what scares me most. Wall Street, Menlo Park and ... -- Blah 07/03/2020 11:54AM I agree with a lot of this. And I think unemployment will be stickier -- RickPerry 07/03/2020 1:17PM It's a sticky situation. There will also be inflationary pressures ... -- Blah 07/03/2020 1:38PM I read something similar today in the fake New York Times re what the -- Seattle .Hoo 07/03/2020 10:55AM Yes, it's a serious concern. Also, PE fund people have been known to -- RickPerry 07/03/2020 11:13AM Meh...I’m not sure how “serious” the concern should be... -- Moneyshot 07/03/2020 1:06PM Can you explain how debt holders, and -- BocaHoo91 07/03/2020 11:41AM It's hard to answer generically. -- RickPerry 07/03/2020 11:49AM Sure. But how is that more than what the -- BocaHoo91 07/03/2020 12:10PM I should have said left holding part of the bag. I never said the equity -- RickPerry 07/03/2020 12:23PM How is any of that different than how it works -- BocaHoo91 07/03/2020 12:32PM I think there are a few differences -- RickPerry 07/03/2020 12:43PM I think the partners’ disproportionate -- BocaHoo91 07/03/2020 12:55PM That is part of my argument below -- RickPerry 07/03/2020 1:05PM Right, but regulated banks own a much smaller piece of that systemic risk -- Moneyshot 07/03/2020 1:17PM Yeah. I’m just not sure -- BocaHoo91 07/03/2020 1:10PM I agree it's less than for banks, but am not sure I agree it's not a -- RickPerry 07/03/2020 1:29PM Yes. It becomes a problem when the govt -- BocaHoo91 07/03/2020 1:58PM The problem is that resolve holds until there’s a crisis and then the govt -- RickPerry 07/03/2020 2:14PM Also, most risky debt has convertible clauses ( to equity positions, and -- Hoogle.com 07/03/2020 12:02PM Of course. I’m just trying to -- BocaHoo91 07/03/2020 12:15PM Unfortunately, all this stuff is too difficult to explain to Average Joe -- GoochlandHoo 07/03/2020 11:35AM Sounds like he missed the rally ** -- hoodeyo 07/03/2020 10:51AM
