Why,the,Treasury,Bailout,Plan, finance, share, loan Why the Treasury Bailout Plan's Disappointing


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On Tuesday came the much anticipated and optimistic financial bailout plan by Treasury Secretary Timothy Geithner and we found out how he plans to fix the mess in the banking sector. Well, it was a disappointment in some ways, as demonstrated by a broad sell-off on Wall Street. While everyone was waiting to hear how the remainder of the initial $700 billion in TARP funds was going to be used, news surfaced from the Treasury that the total funds that could flow into the credit markets could eventually run well over a trillion dollars, which soured some of the recent optimism towards the plan. In regards to bad bank assets, the Treasury plan involves a concerted effort combining government and private money to buy toxic assets off the balance sheet of troubled banks. The cost is estimated to run between $250 billion and $500 billion for taxpayers. The plan also outlines its goal to increase money available to consumers and businesses, while also making transparency a top priority of the plan.The objective sounded good, but there was a clear lack of detail on how the Treasury plans to do all of this given the current lack of trust towards Wall Street. How does the Treasury hope to get private equity interested in buying toxic assets? If there was interest, it would probably have been done already. I believe private equity would only be interested if the toxic assets were extremely cheap due to the high risk involved. I sense this will take time; yet, at the same time, the condition of the country's troubled banks continues to be in limbo. The uncertainty of how much of the bank's current ownership will be diluted is a real concern, which is a reason why the major banking stocks plummeted in Tuesday trading.On Main Street, there is clearly concern that the help for the banks may not be enough to make the banks to want to free up their credit to businesses and individuals for the fear of additional bad loans. It has become clear that banks are currently extremely tight in the initial $350 billion of TRAP funds to the banking sector appears to have failed; so, clearly, investors are not convinced that the new plan will work towards increasing the flow of easier credit to the economy. Bank stocks are selling off their recent gains given the uncertainty regarding the banks. We are not buyers here but will enter on further weakness, which we will monitor for you.  Technically, the DOW breached support at 8,000 and may take another run at its November low. Again, watch if a rally materializes as the November low approaches. We saw a bounce on the last attempt a few weeks back. The investment climate continues to be extremely negative and vulnerable to downside moves. Investor sentiment, which had turned neutral for a few sessions, is again bearish. And unless there is a sustained trend in bullish investor sentiment, rallies are likely to be capped by selling and profit taking. The uncertainty of the bank plan does not help. Markets will also wait for passage of the economic stimulus plan, which has been scaled down, but again, failure to impress Wall and Main Street will drive stocks to the lows. Profit Confidential---http://www.profitconfidential.com/LOMBARDI PUBLISHING CORPORATIONNews, Analysis, and Information Services Since 1986.One Million Customers in 141 Countries.Lombardi Publishing CorporationFinancial Publications Division350 Fifth Avenue, Suite 3304New York, NY 10118-3304---Copyright 2008; Lombardi Publishing Corporation. All rights reserved. No part of this e-newsletter may be used or reproduced in any manner or means, including print, electronic, mechanical, or by any information storage and retrieval system whatsoever, without written permission from the copyright holder.

Why,the,Treasury,Bailout,Plan,

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