tag:blogger.com,1999:blog-18079728.post2180107989355006205..comments2023-11-02T07:30:03.967-07:00Comments on Cassandra Does Tokyo: Sordid Business of Predicting A Crash (con't)"Cassandra"http://www.blogger.com/profile/17412381249313151515noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-18079728.post-91385035955113335332008-04-06T22:22:00.000-07:002008-04-06T22:22:00.000-07:00Los Angeles equity investment banks use league tab...<A HREF="http://rlhequity.com/aboutrlh/index.html" REL="nofollow">Los Angeles equity investment </A>banks use league tables to rank who has the highest dollar volume of deals in debt, equity, syndicated loans and M&A activity. Unfortunately (or fortunately if you are sick of hearing about league tables) there really hasn't been a ranking system to evaluate the private equity industryAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-18079728.post-13753207027469420782007-04-10T14:11:00.000-07:002007-04-10T14:11:00.000-07:00Japanese savers deterred by ZIRP?...or trapped by ...Japanese savers deterred by ZIRP?...or trapped by it? Whatever happened to "Savers Power"?<BR/><BR/>http://www2.e.u-tokyo.ac.jp/~seido/output/Horioka/horioka001.pdf<BR/><BR/>http://www.boj.or.jp/en/type/ronbun/ron/research/data/ron0009a.pdf<BR/><BR/>http://www.oeaw.ac.at/vid/download/GreyDragon.pdf<BR/><BR/>http://www.mof.go.jp/jouhou/soken/kenkyu/ron164.pdfAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-18079728.post-18449289184726739862007-04-06T15:59:00.000-07:002007-04-06T15:59:00.000-07:00dear pi,I believe that there are enablers, (selfis...dear pi,<BR/>I believe that there are enablers, (selfish, misguided and shortsighted as their ZIRPeriffic policies may be), and followers. The prime enablers are the fiscal and monetary authorities (PBoC, BoJ, US Congress etc) who encourage capital/savings to flow "uphill" when they (Japan) are still running large fiscal deficits, and have no shortage of domestic infrastructure investment Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-18079728.post-39785644330853873472007-04-06T14:28:00.000-07:002007-04-06T14:28:00.000-07:00So who are these lenders, and by extension the own...So who are these lenders, and by extension the owners of long duration bonds? Thus, I visit this site "Cassandra Does Tokyo" to find clues to the intent of trigger pullers in East Asia.<BR/><BR/>-piAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-18079728.post-47368424666133894512007-04-05T15:15:00.000-07:002007-04-05T15:15:00.000-07:00The bubble in stocks will last as long as the bubb...The bubble in stocks will last as long as the bubble in credit extension? Maybe, but the credit cycle is getting long in the tooth. Equity earnings momentum in US is heading down. Interest rates (ex-Japan) are rising to hold off inflation generated by the self-same credit generosity of central banks and financial institutions. And what goes private must again become public, further burdened byAnonymousnoreply@blogger.com