bondboy

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    • Fri Jun 27th 09:16 AM | Rating: 0 0
      Commented on:
      Help for the Guarantors - From an Unexpected Source
      Tom,

      Interesting analysis, but why have we yet to witness a single such transaction? Are the financial/reporting incentives in your example large enough? What are the possible impediments to getting a deal done?
      View article »
    • Fri Feb 29th 09:22 AM | Rating: 0 0
      Commented on:
      Ambac, MBIA Are Still Shorts Amidst This Wink-and-Nod
      I tip my cap to Dincensen. Only one who has labored in these markets would seem to be capable of providing such insight. I encourage others to reread his post.
      View article »
    • Mon Feb 25th 10:50 AM | Rating: 0 0
      Commented on:
      Thoughts on Ambac Bailout, MBIA, Berkshire's Muni Bond Backing
      Mr. Sullivan, stop whining!

      As ABK and MBI stock prices declined 90%, the talking heads at CNBC trashed the monolines all the way down, repeatedly using such words as "insolvent" (Cramer) and "bankrupt" (Gasparino). Do you think someone assisted CNBC's thinking and profited in the process?

      On friday morning , Gasparino reports that downgrades are imminent sending the stocks down another 10%.

      On friday afternoon, Gasparino reports that an equity infusion for ABK is in the works, and the stocks rally.

      To which incident of maipulation should we object?
      View article »
    • Mon Feb 25th 08:37 AM | Rating: 0 0
      Commented on:
      MBIA Dismisses Ackman: Got A Better Plan?
      Let's review. Mr. Ackman is heavily short both Ambac and MBIA. Mr. Ackman suggests that those companies' insurance subsidiaries be prohibited from sending dividends to their parents, thus benefitting policy holders (and Mr. Ackman). Mr. Ackman is hyper critical of fresh infusions of equity into these companies (throwing good money after bad), notwithstanding that such infusions would mightily benefit policy holders (and harm Mr. Ackman). I understand Mr. Ackman's position of self interest on these matters. Your position, sir, is baffling (unless you are also a fellow short).
      View article »
    • Mon Jan 21st 19:04 PM | Rating: 0 0
      Commented on:
      MBIA and Ambac Fight for Their Lives
      Both Ambac and MBIA have about $10 billion each of liquid assets with which to pay claims. How do they go bankrupt in the next five weeks?
      View article »
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