Serge

What Should Ambac's Connie Lee Be Rated?

I don't believe that track records and parent companies are relevant to ratings. In fact, I'm pretty certain that it's just the ability to pay claims.

Following Big Money Pays Off

Following "big money" is foolish. Preceding it is what you should actually be trying to do. You never want to be late to the party.

Why We're Still in the Early Innings of the Bursting of the Housing and Credit Bubbles - And Implications for MBIA and Ambac

Your argument seems to be that real estate prices will experience further downward pressure than what has already been priced in by the equity markets. Are you smarter than the market? I doubt it.