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The CONVERSATION opens with DICK BOVE's review of the latest data from the Fed's Beige Book on economic conditions in America. BOVE concludes that all the data points to a peak in activity across many sectors. "Everything that came back was indicative of a significant slowing in the economy," says BOVE, chief financial strategist at ODEON CAPITAL GROUP. Alongside a separate Fed weekly report of financial indicators, one showing a decline in bank deposits, BOVE says economic activity is shrinking. "Every metric in the economy looks so negative," adds MAT VAN ALSTYNE, ODEON co-founder and managing partner. The Fed's campaign to tame US inflation appears to be succeeding. But with the succession of interest rate rises unleashed to reduce the pace of price rises in the economy, came trouble for smaller banks. The CONVERSATION examines the health of the US bank sector weeks after the collapse of SVB and other banks. "Banks are in a pickle and the only answer to their dilemma is if the Fed dramatically lowers interest rates," says VAN ALSTYNE. BOVE says that course of action is unlikely. "The Fed is beating inflation," says BOVE. Taking a deeper dive, BOVE sees increasing risk of a major Savings & Loan (S&L)-style crisis for smaller US banks in the current era of high interest rates and declining assets in bank portfolios. The S&L Crisis resulted in the collapse of about a third of the 3,234 savings and loan associations in America in the period 1986 and 1995. Joining the CONVERSATION, JOHN AIDAN BYRNE raises the prospects of a far deeper recession than many are anticipating as he reprises the recent analysis of market statesman and billionaire investor, RAY DALIO. Questions & Comments: Podcast@OdeonCap.com
The Fed has entered a new phase after fifteen years of Quantitative Easy (QE), or easy money. The "experiment" says DICK BOVE, chief financial strategist at ODEON CAPITAL GROUP, has gone very badly wrong. In this episode, he presents the quandary for the Fed in this period of rising interest rates with short term rates now rising faster than long rates. "This is the most threatening issue in the financial markets today," he says. In short, BOVE believes the Fed is now facing a unique Savings & Loans (S&L) type crisis. The S&L crisis from 1986 to 1996 was the failure of a large number of US savings and loan associations, a disaster fuelled by rising interest rates. "I'm sticking with my prediction," says MAT VAN ALSTYNE, ODEON co-founder and managing partner, speaking generally about the Fed's challenges. "They're going to have to cut interest rates and commence QE before they want to because the economy is going to hit a lot more trouble." The CONVERSATION opens with an eye on the market's dependence on data rather than on investing concepts. BOVE dismisses this popular approach to tackling the latest course of the market, saying investors should look more closely at the fundamentals and create investment concepts. "It bothers me a lot," says BOVE. "It tells me these people have no idea what they are talking about, " he adds of market professionals who depend on data. The CONVERSATION also looks at the clearer signs and signals of the much debated recession anticipated by analysts. "It has been a running joke on Wall Street, this calling for a recession, " says host JOHN AIDAN BYRNE, as we examine the signs of a coming recession and BOVE parses the comments of two prominent bank CEOs. Questions & Comments: Podcast@odeoncap.com
Fantastic Man - Out of my World [Superconscious Records] Red Axes - Treacksheni [Needs - Not For Profit] Airgoose - Outernational Wah [Seven Hills] P.O.L Style, Vin Sol & Matrixxman - Power Top [Unknown To The Unknown] Posthuman - Bringin' The News [I Love Acid] Warwick - Theme Song (BFT Mix) [Distant Hawaii] Chrissy - New Instruments [17 Steps] GetCosy - ID#1 Kitobwoy - Romb [Get Busy] Fear-E - N-Joi Yo Self [Fear-E] Jerome Hill - The Wist [Dext] Blake - Acid Tracks 09 [Digital Distortions] Andrew Soul - Jack My Ass [Chiwax] Bleaker - Hype (Funk) [Unknown To The Unknown] D Mob ft. Gary Haisman - We Call It Acieeed (Serge Santiago Remix) [London Music Stream] Jxck - Wreck N' Check DABJ x Big Miz - CYT [Dixon Avenue Basement Jams] Kettama - Comeragh Sport [Dance Trax] Fisky - Train [Scuffed Recordings] Maruwa - Electrain [Lobster Theremin] EJECA - Whiplash [Dance Trax]
Fantastic Man - Out of my World [Superconscious Records] Red Axes - Treacksheni [Needs - Not For Profit] Airgoose - Outernational Wah [Seven Hills] P.O.L Style, Vin Sol & Matrixxman - Power Top [Unknown To The Unknown] Posthuman - Bringin' The News [I Love Acid] Warwick - Theme Song (BFT Mix) [Distant Hawaii] Chrissy - New Instruments [17 Steps] GetCosy - ID#1 Kitobwoy - Romb [Get Busy] Fear-E - N-Joi Yo Self [Fear-E] Jerome Hill - The Wist [Dext] Blake - Acid Tracks 09 [Digital Distortions] Andrew Soul - Jack My Ass [Chiwax] Bleaker - Hype (Funk) [Unknown To The Unknown] D Mob ft. Gary Haisman - We Call It Acieeed (Serge Santiago Remix) [London Music Stream] Jxck - Wreck N' Check DABJ x Big Miz - CYT [Dixon Avenue Basement Jams] Kettama - Comeragh Sport [Dance Trax] Fisky - Train [Scuffed Recordings] Maruwa - Electrain [Lobster Theremin] EJECA - Whiplash [Dance Trax]
Fantastic Man - Out of my World [Superconscious Records] Red Axes - Treacksheni [Needs - Not For Profit] Airgoose - Outernational Wah [Seven Hills] P.O.L Style, Vin Sol & Matrixxman - Power Top [Unknown To The Unknown] Posthuman - Bringin' The News [I Love Acid] Warwick - Theme Song (BFT Mix) [Distant Hawaii] Chrissy - New Instruments [17 Steps] GetCosy - ID#1 Kitobwoy - Romb [Get Busy] Fear-E - N-Joi Yo Self [Fear-E] Jerome Hill - The Wist [Dext] Blake - Acid Tracks 09 [Digital Distortions] Andrew Soul - Jack My Ass [Chiwax] Bleaker - Hype (Funk) [Unknown To The Unknown] D Mob ft. Gary Haisman - We Call It Acieeed (Serge Santiago Remix) [London Music Stream] Jxck - Wreck N' Check DABJ x Big Miz - CYT [Dixon Avenue Basement Jams] Kettama - Comeragh Sport [Dance Trax] Fisky - Train [Scuffed Recordings] Maruwa - Electrain [Lobster Theremin] EJECA - Whiplash [Dance Trax]
Daniellie Marie shares the joy and journey of learning to deal with her emotions by Acknowledging that her feels are real and that they matter. Talking to the Lord transparently about her concerns and emotions and Listening to what the Lord has to say!
In an exclusive interview, Andrew Sinclair chats to recent Estonian Open and Masters winner John Scott about his form, his relationship with L-Style, his time as a PDC tour card holder and his hopes for 2019 and beyond.
Download EP01_-_A_journey_of_a_thousand_miles_-_Misty-L_s_StYlE.mp3 Enjoy!https://www.facebook.com/DjMisty.L
— Computex 2012: «тэ» в кубе — Тайвань, Тайбэй, Технослав. Acer, Asus, MSI, HTC… «Живые» впечатления Технослава от выставки. Сплошной Windows 8/RT. Двуликий ASUS Taichi. MSI Slider S20: вспоминаем HTC Advantage. Три Asus Transformer под Windows 8/RT. Кулер в планшете? Да пожалуйста! Когда планшеты будут работать быстро и долго? Смартфон Acer S500 Cloud Mobile.— Сколько Android-смартфонов нужно гику в роуминге. Drobak Power Rover, Drobak Power Bank for iPad/iPhone: для кого нужны универсальные мобильные батареи.— LG L7: старший L-Style. IPS-матрица 4,3″, Android 4.0.3. Скачать sorokavorona_042.mp3
Немало шума на прошедшей неделе наделали планшетные ПК от Microsoft — Surface и Surface Pro обеспечили себе популярность, не успев выйти в продажу. В новом выпуске аудиопрограммы от MForum.ru ведущие обсуждают анонс этих девайсов, их конкурентоспособность и дальнейшую судьбу. Также они коснулись анонса самого элегантного аппарата в семействе LG L-Style, скорое начало продаж тончайшего в мире смартфона, выход компании Samsung на корпоративный рынок с SGS III, неубиваемые планшеты от Panasonic и некоторые другие заметные мобильные новости. Темы выпуска: — LG OPTIMUS L5 – самый элегантный смартфон семейства L-Style; — Microsoft Surface и Surface Pro – Microsoft выпустила собственные планшеты; — Microsoft официально представила Windows Phone 8; — Самый тонкий в мире смартфон Oppo Finder доступен для предзаказа; — Samsung выпустила SAFE Galaxy S III для корпоративных пользователей; — Выход Samsung Galaxy Note II запланирован на осень; — Lenovo LePhone S880 – 5-дюймовый планшет с двумя слотами для сим-карт; — Panasonic Toughpad A1 и B1 – надежные бизнес-планшеты на Android 4.0; — ZTE Grand X LTE T82 на платформе Android 4.0 ICS для Европы и Азии. Если вам нравится наш подкаст, не забывайте на него подписываться! Эту ссылку можно "скормить" плееру (например, iTunes или Juice), который каждую неделю будет скачивать для вас новый MFcast. А еще ссылку на наш RSS можно добавить в ваш ридер и каждый день читать наши интересные новости, а по понедельникам-вторникам "ловить" свежие подкасты.