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Nick Gogerty » Comments » AIG

  • My Response to Soros' Views of CDS [View article]
    The profile of CDS in terms of payout and extreme systemically correlated gamma risk probably requires some form of regulation to increase transparency of outstanding book risk. A a large net CDS writer looks almost exactly like Lo's capital decimation partners hedge fund model.

    Hurricane and earthquake insurance require regulation due to the time asymmetry in payment and risk realized combined with the difficulty in pricing acute tail events.
    Mar 26 08:54 am |Rating: 0 0 |Link to Comment
  • Bailouts Affect Industry Winners Too [View article]
    surprised nobody has raised the bailout with the WTO. It is a subsidy of a domestic industry and a competitive distortion.
    Dec 31 09:38 am |Rating: +1 0 |Link to Comment
  • The Fed Money Machine Gears Up to Print Trillions [View article]
    may be of interest. bailoutsleuth.com/
    Nov 12 13:04 pm |Rating: 0 0 |Link to Comment
  • Size Alone Isn't the Key Issue, It's All About Connectedness [View article]
    Temporal connectedness accelerates with settlements in CDS. It is probably a scale free network in terms of exposures. The capacity for systemic shock "non-failure" is a direct function of liquidity. nickgogerty.typepad.co...
    Sep 19 09:27 am |Rating: 0 0 |Link to Comment
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