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Tom Armistead » Comments » ACF

  • The 'W' Shaped Recovery: How to Position Your Portfolio [View article]
    I agree with the concern at the weakness of the economy and the possibility of the W shaped recovery, but I think the trip down to 666 was driven by the belief that the Fed, Treasury, and politicians didn't have a handle on how to fix the problems.

    The stress test solidified the belief that the USG could control the crisis.

    To trigger another downward run might require some sort of an aftershock, another implosion or incident suggesting the authorities don't have the ability to create a recovery and prop up weak institutions indefinitely.
    May 19 11:58 am |Rating: +4 -1 |Link to Comment
  • Lehman Brothers Take-over: Implications for Financials [View article]
    On ABK and MBI you are missing the point: adjusted book value is the proper metric.

    Extrapolating from one troubled investment bank to a variety of other types of financial institutions is an exercise in futility - apples to oranges.



    Aug 24 08:43 am |Rating: 0 0 |Link to Comment
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