beachtango

Determining Assured Guaranty's True Value

Mr. Middleton,
My ocomment is that you should not comment on bond insurers anymore...Of all the bond insurers AGO seems quite well positioned and less exposed to explosions in the sub-prime mess.
Also, I and many others on these message boards take great exception regarding your efforts to shoot down companies (MBI, ABK) that are earnestly attempting to recover, prevail and benefit the American public. I think you should focus on solutions. Everyone knows these companies made mistakes, the list of financial institutions is quite lengthy that are in deep water due to decisions that at the time seemed acceptable risks. All of the aforementioned has been discussed endlessly. Now we repair the already identified issues. Rehashing over and over serves no one..not even your short positions. I would say you are out of your league at this point young chap. You have had your fun and made your monies. You should change your cynic tone, because it's quite transparent. as well as boring...have a nice day.

The Jury is Still Out on the Monolines

well if they're in a run off mode they will still be worth twice what they are worth now .....guaranteed!

The Jury is Still Out on the Monolines

I cannot for the life of me understand how arguments against the monolines are refuted and the monlines themselves are affirmed their ratings by comapnies that have been around for quite some time, and are supported and looked upon for guidance by local and state goverments yet just about every article I read on Alpha Dog is against the monlines and mock the agencies that are looked up to. I bet if the rhetoric from Ackman and his ilk,(CNBC), the street.com, and Aplha dog stopped for just a few weeks people would realize what a waste of time it was to read what he and his backers, or should I say fellow shorters stated, and realize that these companies will recover and prevail. I wonder if the people who write here know more than Pincus, Davis fund, and other huge investors that have invested millions and millions of dollars..recently and at much higher stock levels than the present share price . Does anyone think that they would invest in a losing concern? I think not. I wonder if there will be articles written about other apects of the monolines, like ways they can procure new business with their affirmed ratings. Stop bashing, and lets help with thoughts and positive ideas...