Comments on: The Doctrine of Preemptive Bailouts and the Biggest Bailout you haven’t Heard About: The U.S. Treasury Plan C and the $3.5 Trillion You will be Paying. http://www.mybudget360.com/the-doctrine-of-preemptive-bailouts-and-the-biggest-bailout-you-havent-heard-about-the-us-treasury-plan-c-and-the-35-trillion-you-will-be-paying/ Investing ideas for preserving wealth in a fluctuating market. Tue, 16 Mar 2010 08:10:39 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Deak Dementhe http://www.mybudget360.com/the-doctrine-of-preemptive-bailouts-and-the-biggest-bailout-you-havent-heard-about-the-us-treasury-plan-c-and-the-35-trillion-you-will-be-paying/comment-page-1/#comment-11401 Deak Dementhe Sat, 01 Aug 2009 13:52:20 +0000 http://www.mybudget360.com/?p=945#comment-11401 Got Gold??? Got Gold???

]]> By: Pissed http://www.mybudget360.com/the-doctrine-of-preemptive-bailouts-and-the-biggest-bailout-you-havent-heard-about-the-us-treasury-plan-c-and-the-35-trillion-you-will-be-paying/comment-page-1/#comment-11380 Pissed Fri, 31 Jul 2009 19:38:16 +0000 http://www.mybudget360.com/?p=945#comment-11380 Doesnt this pale in comparison to the derivitives problem? Doesnt this pale in comparison to the derivitives problem?

]]> By: Druff http://www.mybudget360.com/the-doctrine-of-preemptive-bailouts-and-the-biggest-bailout-you-havent-heard-about-the-us-treasury-plan-c-and-the-35-trillion-you-will-be-paying/comment-page-1/#comment-11336 Druff Thu, 30 Jul 2009 19:17:22 +0000 http://www.mybudget360.com/?p=945#comment-11336 I believe that last 2 charts are not % changes, but $B changes (see LHS). Thus far we have seen nothing. It will get worse, but we have yet to see the real pain yet. I believe that last 2 charts are not % changes, but $B changes (see LHS). Thus far we have seen nothing.

It will get worse, but we have yet to see the real pain yet.

]]> By: jimbo http://www.mybudget360.com/the-doctrine-of-preemptive-bailouts-and-the-biggest-bailout-you-havent-heard-about-the-us-treasury-plan-c-and-the-35-trillion-you-will-be-paying/comment-page-1/#comment-11116 jimbo Fri, 24 Jul 2009 03:21:39 +0000 http://www.mybudget360.com/?p=945#comment-11116 With low oil prices, oil companies are not investing in new production. In the meantime, current fields are entering a period of depletion. I personally believe in peak oil but what I just said is from an investment point of view. So whether or not there is/will be geological caused oil shortages, there will be under-investment caused oil shortages. With low oil prices, oil companies are not investing in new production. In the meantime, current fields are entering a period of depletion. I personally believe in peak oil but what I just said is from an investment point of view. So whether or not there is/will be geological caused oil shortages, there will be under-investment caused oil shortages.

]]> By: Stock Forecasting http://www.mybudget360.com/the-doctrine-of-preemptive-bailouts-and-the-biggest-bailout-you-havent-heard-about-the-us-treasury-plan-c-and-the-35-trillion-you-will-be-paying/comment-page-1/#comment-10834 Stock Forecasting Wed, 15 Jul 2009 10:04:11 +0000 http://www.mybudget360.com/?p=945#comment-10834 Thank you so much for such a nice detailed information... Thank you so much for such a nice detailed information…

]]> By: 3trillions is nothing http://www.mybudget360.com/the-doctrine-of-preemptive-bailouts-and-the-biggest-bailout-you-havent-heard-about-the-us-treasury-plan-c-and-the-35-trillion-you-will-be-paying/comment-page-1/#comment-10814 3trillions is nothing Wed, 15 Jul 2009 02:53:06 +0000 http://www.mybudget360.com/?p=945#comment-10814 3 trillions here 3 trillions there, that's nothing we can't auction. Obama have 4 trillions auctioned so far (7/14/2009) in less than 7 months. It only takes a printing press some paper and ink, oh and the ok from Bernanke or whoever owns the FED. 3 trillions here 3 trillions there, that’s nothing we can’t auction.
Obama have 4 trillions auctioned so far (7/14/2009) in less than 7 months. It only takes a printing press some paper and ink, oh and the ok from Bernanke or whoever owns the FED.

]]> By: Stu http://www.mybudget360.com/the-doctrine-of-preemptive-bailouts-and-the-biggest-bailout-you-havent-heard-about-the-us-treasury-plan-c-and-the-35-trillion-you-will-be-paying/comment-page-1/#comment-10808 Stu Tue, 14 Jul 2009 23:41:12 +0000 http://www.mybudget360.com/?p=945#comment-10808 This is a wonderfully written article on where we are heading in terms of future debt. If you allow me to indulge myself, I would like to offer up some opinions on some of your comments. From your article you said: "However this is a disturbing new development in our bailout nation since this is one of the first times that the U.S. Treasury will try to preemptively deal with a financial problem" When did the U.S. Treasury get the power to set policy and dictate arrangements? I realize that our U.S. Congress is as dumb as a rock and totally incapable of managing, presiding over, controlling or any other form of being in charge, but they are the governing body... er they used to be any how? Your chart showed the following: CHART: "2015, 2016 & 2017 show vintage loans from the exact same period that the Subprime implosion was and continuing with Alt-A, Jumbo Prime, and Prime now blowing up" It says "Years 2005, 2006 & 2007 are the vintage dates of the majority of these loans" All I can say is WOW!!! We already know from history what we can expect from Subprime residential home loans and starting in 2015 we will be witnessing the equivalent in Subprime commercial building loans implosion which will be much worse than residential in so many ways. For starters can you say jobs... The residential home reset schedule takes us through 2015 if I am not mistaken, so we pick up right from there with commercial by your charts and estimates. That places us in a situation far worse than the lost decade of Japan. When we finally clear out the last of the residential housing debt losses (well maybe not in the banks via the Fed unfortunately) in roughly 2014 / 2015, we will be crushed in the next 3 years with unprecedented commercial loan defaults that will make the last 5 or 6 years look like childs play in terms of how to deal with it. This quote was quite commical: " “(WaPo) We are continually examining different scenarios going forward; that’s just prudent planning,” Treasury spokesman Andrew Williams said" Try something called a balanced budget. I do believe it should be your main charter as an agency. Never allow printing / borrowing without the resources available within the vault. Our vault is empty... GET IT!!! This paragraph is stunning: "The amount of maturing loans in commercial real estate will double in 2010 and will continue upward into 2010. The chart is very clear and this is only for debt in CMBS and not held by regional banks which is over $2 trillion. This is the next multi-trillion dollar bailout you have yet to hear about. In fact, while many are discussing a second half recovery higher up officials are already planning a bailout for the commercial real estate industry. The challenge with this bailout is you are asking a public with 26,000,000 unemployed and underemployed Americans to shoulder the debt of largely speculative plays. To many it is palatable to bailout the residential real estate market because the public can understand that (even if it may be wrong) or bailing out the 2 large U.S. automakers. Yet bailing out the commercial real estate market is going to be a political nightmare" The American public has not come to terms with the reckless spending and mandated social changes to our society because they are not paying for it yet. The average joe doesn't pay anymore than he used to in taxes or bills towards the payment of this reckless and criminal in my opinion behavior this administration is placing on peoples futures and their childrens futures... NO IDEA!!! Most people don't pay attention until it affects them, and then they awake. By printing and borrowing money this administration has kept the general public and even the business area as well away from the feeling of the hit they will ultimately take. That is until now... People and more importantly small businesses are starting to add it all up. They are not buying the hype any longer and are realizing that they were sold a bill of rotten goods. When the amasses awake it is really tough to place them back into a slumber. A $600 / $1200 check won't work, and don't dear try another stimulas if this takes hold. Don't forget boys 2010 is just around the corner but I digress... And finally this: "In the 1st quarter commercial loans fell by a stunning 50 percent on a quarterly basis" That is a number we will see replicated again and again and yet again I am afraid to report... God speed and thanks for sharing! This is a wonderfully written article on where we are heading in terms of future debt. If you allow me to indulge myself, I would like to offer up some opinions on some of your comments.

From your article you said:

“However this is a disturbing new development in our bailout nation since this is one of the first times that the U.S. Treasury will try to preemptively deal with a financial problem”

When did the U.S. Treasury get the power to set policy and dictate arrangements? I realize that our U.S. Congress is as dumb as a rock and totally incapable of managing, presiding over, controlling or any other form of being in charge, but they are the governing body… er they used to be any how?

Your chart showed the following:

CHART: “2015, 2016 & 2017 show vintage loans from the exact same period that the Subprime implosion was and continuing with Alt-A, Jumbo Prime, and Prime now blowing up” It says “Years 2005, 2006 & 2007 are the vintage dates of the majority of these loans”

All I can say is WOW!!! We already know from history what we can expect from Subprime residential home loans and starting in 2015 we will be witnessing the equivalent in Subprime commercial building loans implosion which will be much worse than residential in so many ways. For starters can you say jobs…

The residential home reset schedule takes us through 2015 if I am not mistaken, so we pick up right from there with commercial by your charts and estimates. That places us in a situation far worse than the lost decade of Japan. When we finally clear out the last of the residential housing debt losses (well maybe not in the banks via the Fed unfortunately) in roughly 2014 / 2015, we will be crushed in the next 3 years with unprecedented commercial loan defaults that will make the last 5 or 6 years look like childs play in terms of how to deal with it.

This quote was quite commical:

” “(WaPo) We are continually examining different scenarios going forward; that’s just prudent planning,” Treasury spokesman Andrew Williams said”

Try something called a balanced budget. I do believe it should be your main charter as an agency. Never allow printing / borrowing without the resources available within the vault. Our vault is empty… GET IT!!!

This paragraph is stunning:

“The amount of maturing loans in commercial real estate will double in 2010 and will continue upward into 2010. The chart is very clear and this is only for debt in CMBS and not held by regional banks which is over $2 trillion. This is the next multi-trillion dollar bailout you have yet to hear about. In fact, while many are discussing a second half recovery higher up officials are already planning a bailout for the commercial real estate industry. The challenge with this bailout is you are asking a public with 26,000,000 unemployed and underemployed Americans to shoulder the debt of largely speculative plays. To many it is palatable to bailout the residential real estate market because the public can understand that (even if it may be wrong) or bailing out the 2 large U.S. automakers. Yet bailing out the commercial real estate market is going to be a political nightmare”

The American public has not come to terms with the reckless spending and mandated social changes to our society because they are not paying for it yet. The average joe doesn’t pay anymore than he used to in taxes or bills towards the payment of this reckless and criminal in my opinion behavior this administration is placing on peoples futures and their childrens futures… NO IDEA!!! Most people don’t pay attention until it affects them, and then they awake. By printing and borrowing money this administration has kept the general public and even the business area as well away from the feeling of the hit they will ultimately take. That is until now…

People and more importantly small businesses are starting to add it all up. They are not buying the hype any longer and are realizing that they were sold a bill of rotten goods. When the amasses awake it is really tough to place them back into a slumber. A $600 / $1200 check won’t work, and don’t dear try another stimulas if this takes hold. Don’t forget boys 2010 is just around the corner but I digress…

And finally this:

“In the 1st quarter commercial loans fell by a stunning 50 percent on a quarterly basis”

That is a number we will see replicated again and again and yet again I am afraid to report…

God speed and thanks for sharing!

]]> By: Robert Thurber http://www.mybudget360.com/the-doctrine-of-preemptive-bailouts-and-the-biggest-bailout-you-havent-heard-about-the-us-treasury-plan-c-and-the-35-trillion-you-will-be-paying/comment-page-1/#comment-10790 Robert Thurber Tue, 14 Jul 2009 13:59:48 +0000 http://www.mybudget360.com/?p=945#comment-10790 All I have to say is this 'GREAT government we have (lol) is a f00king joke. Their motto is "Fail to plan or Plan to fail" Reality check folks All I have to say is this ‘GREAT government we have (lol) is a f00king joke. Their motto is “Fail to plan or Plan to fail”

Reality check folks

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