mysaug

AIG CDS Situation Worse than Lehman

No text ? If I show a picture of an empty football stadium, could you then conclude that no one goes to football games? Of course not, everything needs to be in context.

Fridays fall was an attack by shorts in reaction to LEH opportunity and to attack before plan given on 26th. They knew only a small window.

We will get a workable plan tomorrow and when these instrumnets run out we will see billions added back to bottom line on next 1-4 years.

Crunching Numbers: Why I'd Buy AIG

Thanks for that analysis, not sure where you got the time for this but believe that over next 2 years you will be very ballpark as lower oil and lower mortgages will stabilize economy and housing. The shorts are helping to create this panic.

15 Notes on the Current Market Stress

poorly written, choppy, sentences do not flow well. Poor analysis of GE IMO, Cramer did much better recently on its total value potential.

The Case for AIG - Patience Required

I do believe the new 20 billion investment was not made on a coin flip but serious look at operations and holdings showing that with time they will be well rewarded.