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California is Selling Risky Bonds. The Situation Is Hopeless so Don’t Buy This Junk.

California is Selling Risky Bonds.  The Situation Is Hopeless so Don’t Buy This  Junk.

 The Marxist Utopia of California has demonstrated that they cannot crawl off their drugs, the political worship of illegal aliens, sloth, sodomy, political correctness and Green Weenie Mentality of Environmentalism.  They are wanton tax whores and are way out of control. The situation is hopeless.[1] [2]The phony People’s Marxist Republic of California has just spent about three months haggling about spending, salaries, benefits and have proffered  up some phony budget with magical tricks to meet state law and now they will certainly not  meet salaries and other obligations  unless they find suckers to give them alms.  They will not cut away the terminal cancer of socialism. They have a counterfeit budget now and it will grow worse by Jan. 2009, when arguments and rioting will begin anew on the next wreckage of a budget. They cannot do anything other than fumble and default on this sale because they will have a worse budget next year. Besotted with tears and drug flashbacks they wring their hands and await, as I predicted[3], the inevitable handout from the Federal Government, also packed with losers and criminals and dunces. The Feds cannot afford this crap.  The citizens of the state cannot afford this crap. California is the perfect example of how not to run a state.

 But, they are selling short term bonds with very high interest rates:

 Oct. 14 (Bloomberg) -- California sold almost half of the $4 billion of notes it is offering this week to avert a cash shortage, with tentative yields as much as 1.1 percentage points higher than last year.

Notes due May 20, 2009, may offer a yield of 3.75 percent to 4 percent and debt to be paid off June 22 might yield 4.25 percent to 4.50 percent, said Tom Dresslar, spokesman for California Treasurer Bill Lockyer, in an e-mail. The state sold $7 billion of notes last year at 3.37 percent.”[4]-- California Selling Short-Term Notes at Higher Yields (Update5) by Jeremy R. Cooke [Emphasis is mine in all quotes.]This link references all quotes in this essay unless otherwise stated.

There must be some heavy politics in this as the bond ratings are highly rated for safety:

S&P placed California's long-term general obligation rating of A+ under review for possible downgrade Oct. 10, citing ``concerns over the ability of the state, as a result of recent market conditions, to successfully access the short-term market to meet its pressing cash flow needs.''

The state, the biggest borrower in the municipal-bond market, has $51 billion in general-obligation debt outstanding and is rated A+ by Fitch Ratings and a comparable A1 by Moody's Investors Service.”

This has to be a Fannie Mae-Level scam. They had a 15.2 billion dollar deficit last July [about 10% short of ‘budget”] and they cooked the books so they [magically] need only 4 billion to cover payrolls until May.  Their 2008 ‘budget’ is 141 billion with 57.5 in federal funds.[5]  What will their 2009 budget be? 162 billion? Look at the trend.

4 billion is chump change in this circus. They need only avoid default until next year when they will start haggling again because the fiscal year ends in July 2009. What happens when 2009 tax revenues plummet like a sick goose? Is anybody noticing that we may be approaching a depression? They could easily have a 5% shortfall in 2009 tax revenues [.05 x 141 is about 7 billion]. These are short term obligations so where will the cash come from to pay off this AND service their 51 billion in outstanding debt?? What happens if their interest rates have to rise because of their poor credit worthiness?

Will they need another ‘emergency’ bond sale in Dec 2008 or Jan 2009?

Is anybody watching the farm here? How much did Schwarzenegger buy? I think Hollywood should pick up this one and take the loss to save the Golden State and give the taxpayers of the other 49 a break. This looks like another Fanny Mae scam.

You cannot spend like this during a recession or a depression when tax revenues will drop and hope to ‘balance’ the budget by debt.  The leftists are even looking for ‘loans’ for homeowners already in foreclosure so they can enhance their credit ratings![6] How many of these are illegal aliens?

 Advice from the Sacramento Bee:

 But the role of loans for people who don't qualify for a lower-cost, prime loan should be to provide them with a loan so they can build a credit history and refinance into a conventional loan with better terms when their credit improves.”[7]—Pia Lopez, Sacramento Bee.

 On top of this Lopez calls for:

 The best way out of the current mess that avoids a taxpayer rescue is for lenders to modify loans. But as Credit Suisse pointed out in its Oct. 1 report, "we don't have comprehensive data flagging loan modifications." That means we can't tell which firms are working effectively with borrowers and which modification terms seem to work best.

California should require mortgage servicers to file monthly reports on loans, including loan modifications and foreclosures. These lender-specific reports should be made public.”-- Pia Lopez, Sacramento Bee.

Modify loans? Soak the banks?   More regulations? Force modifications on lenders and worthless mortgages? Barrow and barrow and barrow and beg the feds for money? Are you ‘working effectively’ with tax payers?

 That is the California Mentality. This is hopeless.

 Get the hell out of that place. They are insane.

 rycK [a 5th generation Californian in exile.]

 Comments to: ryckki@gmail.com

 



[2] California is Going to Try to Sell You Worthless Bonds.  The Situation Is Hopeless so Don’t Buy This Junk.

http://rycksrationalizations.blogtownhall.com/2008/10/09/california_is_going_to_try_to_sell_you_worthless_bonds__the_situation_is_hopeless_so_don%e2%80%99t_buy_this_junk.thtml

 [3] The Leftists Have No ‘Solution’ to California’s Budget Problems: Raise Taxes!! Grab Power!  Novel!

http://rycksrationalizations.blogtownhall.com/2008/09/25/the_leftists_have_no_%E2%80%98solution%E2%80%99_to_california%E2%80%99s_budget_problems_raise_taxes!!_grab_power!__novel!.thtml[Emphasis is mine in all quotes.]This link references all quotes in this essay unless otherwise stated.

California Plays Three Card Monte with Taxes and the Budget: Get the hell out of the state.http://rycksrationalizations.blogtownhall.com/2008/09/18/california_plays_three_card_monte_with_taxes_and_the_budget_get_the_hell_out_of_the_state.thtml

 California Crumbles as Paralyzed Politicos Pass Some Phony Budget: Arnold Will Veto This Wreckage.

http://rycksrationalizations.blogtownhall.com/2008/09/17/california_crumbles_as_paralyzed_politicos_pass_some_phony_budget_arnold_will_veto_this_wreckage.thtml

California Gold! The Grab Begins. Prepare for Bankruptcy! http://rycksrationalizations.blogtownhall.com/2008/08/14/california_gold!_the_grab_begins_prepare_for_bankruptcy!.thtml

California Heads for the Social and Financial Latrines: Down they go Bawling for Your Money. http://rycksrationalizations.blogtownhall.com/2008/08/12/california_heads_for_the_social_and_financial_latrines_down_they_go_bawling_for_your_money.thtml

New York State is Going Bankrupt. California and New Jersey will Follow Soon.

http://rycksrationalizations.blogtownhall.com/2008/07/28/new_yorkstate_is_going_bankrupt_california_and_new_jersey_will_follow_soon.thtml

 [4] California Selling Short-Term Notes at Higher Yields (Update5)  By Jeremy R. Cooke http://www.bloomberg.com/apps/news?pid=20601087&sid=atq8WsDDuN9s&refer=worldwide

 

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