Sean Maher

CDS Market: It's Crunch Time

Good point re Fannie and Feddie, see latest blog post re closing my short positions (the one above was actually posted on the blog on 5th October, SeekingAlpha are a bit slow these days!)

Will the Dollar Recovery Launch a Bank Rally?

Thanks for the feedback, we have seen a dramatic bank rally in Europe in recent days as short selling has been restricted during rights issues in the UK and Barclays is looking at a £4bn placing with SWFs. We may have reached an important bottom for the sector in the face of an overwhelmingly bearish analyst consenus...