Mr. Safe Investor

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Fri Mar 14th 12:43 PM | Rating: 0 0
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Leverage Wipes Out Carlyle Capital: Implications are Ominous

I have no sympathy for these jerks.

Carlyle's Fund, by implementing Leverage of 32:1 to make a razor thin spread provides no margin of safety, is not a value-add investment and is merely financial alchemy in an effort to generate massive fees.

As for Lehman recommending an "overweight" position is MBS, it is entirely self serving given the massive amount of exposure that they have to these toxic instrument. They did the same thing in 2001 by recommending telecom stocks & bonds when they had too much of that exposure at that time. Where is the "independent"... research that Wall Street was supposed to provide after the "clean up" ? Now that Eliot Spitzer is "out of favor" is Wall Street allowed to go back to its self-dealing ways?
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