See No Evil, Hear No Evil
December 16th, 2009 admin
So Japanese banks rose 7% last night in the face of a huge impending share offering by Mitsubish/UFJ. What gives? Well, the Nikkei reported that the BIS will smooth the path towards implementing Basel II by phasing in the stricter requirements over a 10-20 year horizon. Ten to twenty years? Are you effing kidding me? What’s the point of implementing new rules if they won’t bite before another two or three crises have erupted and the Macro Boys (current ages: seven and six) will be old enough to have their bonuses garnisheed by bankrupt governments? Sweet Lord almighty, it’s enough to make one weep. Macro Man is sitting here, thinking about investment themes for next year (he has a roundtable lunch today) , and he feels like he’s embroiled in some weird fairy-tale cross between Pinnochio and the…
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