tag:blogger.com,1999:blog-5613349802102193582.post8822792314522856107..comments2023-12-22T23:56:04.826+11:00Comments on Houses and Holes: CBA's ponzi-free quarterDavid Llewellyn-Smithhttp://www.blogger.com/profile/01762856583909059662noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-5613349802102193582.post-10650853523084880232010-11-16T15:30:15.193+11:002010-11-16T15:30:15.193+11:00Hi Anon,
You are right about the dynamics, yes. I...Hi Anon,<br /><br />You are right about the dynamics, yes. I still think US housing is so wretched that its unlikely. <br /><br />DDavid Llewellyn-Smithhttps://www.blogger.com/profile/01762856583909059662noreply@blogger.comtag:blogger.com,1999:blog-5613349802102193582.post-73898283527963713702010-11-16T14:36:02.158+11:002010-11-16T14:36:02.158+11:00Re: 12:42 - Ooops - no wonder they wouldn't le...Re: 12:42 - Ooops - no wonder they wouldn't let me be a CPA - 300, not 3000.Septimusnoreply@blogger.comtag:blogger.com,1999:blog-5613349802102193582.post-577299180122519052010-11-16T14:10:25.211+11:002010-11-16T14:10:25.211+11:00Hi David,
I notice that US Ten year bonds are ge...Hi David, <br /><br />I notice that US Ten year bonds are getting creamed last few sessions. I cant help but wonder how much more Aussie banks will pay for funding if the Fed gets traction and the U.S recovers yields will go much higher, if people are complaining about 30bps pushing them over the edge I cant imagine what a couple of hundred bps would do to them.<br /><br />Any thoughts ?<br /><br />Cheers,<br /><br /><br />SchumpeterAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-5613349802102193582.post-78582285532720407062010-11-16T12:42:54.807+11:002010-11-16T12:42:54.807+11:00Gee, if the CBA gets really hard up for cash, mayb...Gee, if the CBA gets really hard up for cash, maybe Ralph Norris could spare his $60 Mil, and Gail could spare her $55 mil. - that's another 3000 residential mortgages for the CBA & Westpac!!!Septimusnoreply@blogger.com