Monday, September 22, 2008

FINFANCIAL LANDSCAPE FOREVER CHANGED

NEW REALITY

GS and MS want to CHANGE to HOLDING CO's !! The financial devestation caused by extreme greed and copycat hedge funds is now laid to waste

Here are some of the changes

Less RETURN, LESS RISK, LESS PROFITS, LESS LEVEREDGE, STRICTER OVERSITE and MORE REGULATION....all leads to slimmer, less gregarious system

HEDGE FUNDS WILL NEVER BE THE SAME.

SOME FUND MANAGERS SHOR POSITIONS WILL NOW BE MADE PUBLIC 2 WEEKS AFTER FILING!

The delevardging may lead to inflation ($1T to pay for it) and or STAGFLATION.....which of these ultimately are good for the stock market?

Does this mean LESS money for VENTURE CAPITAL FIRMS......the BREEDING GROUND FOR NEW COMPANIES FUNDING AND US INNOVATION!!!!!!!!!!!!!!!!! ALL IMHO

I am wondering of course what to do? There are many BEATEN down stocks, some good ones.....time to MAKE LIST IF you have moved to cash to take advantage, why ALL IN usually not good strategy

I was looking for SSO to fill gap near $54.

RAVENS GO 2-0 and almost noone talking about them on national sports shows......

GL this week, going forward as many wrestle with new landscape, as the unwinding continues....it could get wild. I am rethinking my 4-6 months of rally scenario..it all depends on follow up and increaseing investor demand of which some of the usual buyers have been taken OUT! ASIA RALLIES OVERNIGHT especially beaten down left for dead SSEC.

Duratek

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