Ron Mahabir08's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/124595/comments http://seekingalpha.com/article/114290-exxon-s-high-valuation-is-hard-to-comprehend?source=feed#comment-353025 353025 Mon, 12 Jan 2009 05:14:39 -0500 http://seekingalpha.com/article/114273-gold-as-a-truly-last-resort?source=feed#comment-353021 353021 Mon, 12 Jan 2009 05:08:56 -0500 http://seekingalpha.com/article/112392-five-sophisticated-gold-and-silver-investment-strategies-for-2009?source=feed#comment-339606 339606 Sun, 28 Dec 2008 07:15:58 -0500 http://seekingalpha.com/article/64875-a-bet-against-the-banks?source=feed#comment-116827 116827
Definitely agree that a lot of carnage has floated to the surface. However, the banking sector still has a long way down. JPMorgan, for example, has $7.8 TRILLION in CDS exposure which needs to be marked to market. The monoliner issue is not one that won't be resolved with massive writeoffs affecting most major institutions. The property markets are not close to bottoming. The consumer spending slowdown is just starting and job layoffs will take time. This is not going to be resolved any time soon, and over the medium term shorting financials will be a very good trade. There are still quite lot of bulls - only when everyone is bearish will a potential bottom be reached.]]> Sun, 17 Feb 2008 19:00:35 -0500
Definitely agree that a lot of carnage has floated to the surface. However, the banking sector still has a long way down. JPMorgan, for example, has $7.8 TRILLION in CDS exposure which needs to be marked to market. The monoliner issue is not one that won't be resolved with massive writeoffs affecting most major institutions. The property markets are not close to bottoming. The consumer spending slowdown is just starting and job layoffs will take time. This is not going to be resolved any time soon, and over the medium term shorting financials will be a very good trade. There are still quite lot of bulls - only when everyone is bearish will a potential bottom be reached.]]> http://seekingalpha.com/article/61554-end-of-crisis-or-dead-cat-bounce-looking-at-ultrashort-etfs?source=feed#comment-112736 112736 Fri, 25 Jan 2008 02:18:38 -0500 http://seekingalpha.com/article/61420-monoline-insurance-bailout-where-s-the-justice-in-that?source=feed#comment-112720 112720 Thu, 24 Jan 2008 20:42:35 -0500 http://seekingalpha.com/article/57620-the-case-against-peak-oil?source=feed#comment-105980 105980 Tue, 18 Dec 2007 20:06:12 -0500 http://seekingalpha.com/article/55053-ratings-agencies-villians-or-scapegoats?source=feed#comment-102835 102835
From a macro view, how can the rating agencies recover from the fastest increase in rating revenues in history in a rapidly deflating credit environment and global slowdown?


Item 5.02, "Departure of Directors or Certain Officers"

Jeanne M. Dering resigned, effective November 14, 2007, from her position as Executive Vice President, Global Regulatory Affairs and Compliance of Moody's Corporation (the "Company"). She will remain an employee of the Company until December 31, 2007. ]]> Thu, 22 Nov 2007 21:16:37 -0500
From a macro view, how can the rating agencies recover from the fastest increase in rating revenues in history in a rapidly deflating credit environment and global slowdown?


Item 5.02, "Departure of Directors or Certain Officers"

Jeanne M. Dering resigned, effective November 14, 2007, from her position as Executive Vice President, Global Regulatory Affairs and Compliance of Moody's Corporation (the "Company"). She will remain an employee of the Company until December 31, 2007. ]]> http://seekingalpha.com/article/55053-ratings-agencies-villians-or-scapegoats?source=feed#comment-102834 102834
From a macro view, how can the rating agencies recover from the fastest increase in rating revenues in history in a rapidly deflating credit environment and global slowdown?


Item 5.02, "Departure of Directors or Certain Officers"

Jeanne M. Dering resigned, effective November 14, 2007, from her position as Executive Vice President, Global Regulatory Affairs and Compliance of Moody's Corporation (the "Company"). She will remain an employee of the Company until December 31, 2007. ]]> Thu, 22 Nov 2007 21:13:40 -0500
From a macro view, how can the rating agencies recover from the fastest increase in rating revenues in history in a rapidly deflating credit environment and global slowdown?


Item 5.02, "Departure of Directors or Certain Officers"

Jeanne M. Dering resigned, effective November 14, 2007, from her position as Executive Vice President, Global Regulatory Affairs and Compliance of Moody's Corporation (the "Company"). She will remain an employee of the Company until December 31, 2007. ]]>