Repo 105

With apologies to Lou Bega....

Ladies and gentlemen, this is Repo 105.
One, two, three, four, five
Everybody on the desk so come on let's call
To the European banks and the mighty house of Morgan
Dick Fuld says we gotta get it done
But I really don't wanna
Ring 'em up like I did last week
The market ain't deep and this crap ain't cheap
We do Treasuries, Agencies, our balance sheet gets longer
And as I continue, the smell is getting stronger
So what can I do I really beg you my Lord
To get a five percent haircut, not just a four
Anything shite, it's no good let me dump it
Please send in the trumpet

A little bit of Treasuries out the door
Ring 'em up again and do some more
A little bit of repo'd GSEs
A little less mortgage-backed is what I see
A little bit of ABS is awfully fun
A hundred fifty billion though is way too long
A little bit of repo ain't a scam
A little bit more? Dick Fuld's your man

Repo 105!

Jump up and down and move it all around
Our balance sheet ain't sound
Got one knee on the ground
Sent some stuff to the left
Get some dough from the right
Sell some bonds to the front
Buy 'em back on the side
Try it on once
Then try it on twice
And if the market can't tell
Then you're doing it "right"

Repo 105!

A little bit of Treasuries out the door
Ring 'em up again and do some more
A little bit of repo'd GSEs
A little less mortgage-backed is what I see
A little bit of ABS is awfully fun
A hundred fifty billion though is way too long
A little bit of repo ain't a scam
A little bit more? Dick Fuld's your man

I do it all to
Try to keep us out of a river of poo
We can run and we can hide
But some day we're gonna take a slide

A little bit of Treasuries out the door
Ring 'em up again and do some more
A little bit of repo'd GSEs
A little less mortgage-backed is what I see
A little bit of ABS is awfully fun
A hundred fifty billion though is way too long
A little bit of repo ain't a scam
A little bit more? Dick Fuld's your man
Previous
Next Post »

6 comments

Click here for comments
March 15, 2010 at 9:38 AM ×

Oh man..... you've really outdone yourself this time.

Reply
avatar
DT
admin
March 15, 2010 at 10:02 AM ×

Please do a youtube video singing this. Nemo is right this is Priceless

Reply
avatar
Rossco
admin
March 15, 2010 at 12:42 PM ×

what ? no chat on Wen Jibao bigging up the buck and putting a cap in the ass of all the Yuan bulls ?

Reply
avatar
March 15, 2010 at 1:00 PM ×

That's Wen Jiabao - and I'd reload on my Yuan forwards following this dip. That guy is a paper tiger on this issue.

Reply
avatar
Nic Barnes
admin
March 15, 2010 at 5:11 PM ×

nice tune, but was it really that important. repo 105 was usd50bn on only one filing date of any accounting report. most of the time it was circa usd25 to 35bn. what was the size of lehman's balance sheet? was even 50bn a big % of it? did it really make a difference? or it just a nice story (tune) to hang on to?
www.nic-barnes.com

Reply
avatar
Nic
admin
March 15, 2010 at 11:59 PM ×

Warren Buffett: “There’s never just one cockroach in the kitchen.”

Reply
avatar