Ishortyou

Ambac's Earnings Disappoint Again

how about the comercial mortgage securities that are coming as the next wave?

MBIA Earnings: Disappointing but No Cause for Alarm

your strategy looks appealing shorting and longing at different time frames seems to be reasonable, I never tried shorting because of the high risk that implies but I might give it a try with small 'pocket change' capital at that recommended ratio and see how it goes, the other thing is how MBIA is going to bump up the new subsidiary's rating to triple A to start new business in municipal bond insurance?

One Easy CDS Fix

A Lot of those bets on derivatives have been done by financial instiutions with money that they dont have, borrow money, margin money and when things went down there you go down the tubes. The bets on housing related derivatives brought the banks down when the housing bubble popped, it is imperative now to correct the oversupply in housing to prevent further damage on those bets specially the ones in the banks books.

One Easy CDS Fix

that means an oligopoly in CDS markets, it needs to be supervised anyways, many tried to make easy money on it till they got burned.

Another Way of Looking at Risk in Financials

nice ideas thank you very much.

Stimulus Plan Includes Tax Breaks: Stocks That Will Benefit

I think we should propose the creation of a third power 'the economic power' which runs independent of politicians and runs only on intelligence or knowledge. We have the legislative, executive/justice power, an economic one, independent of politics is needed.

Stimulus Plan Includes Tax Breaks: Stocks That Will Benefit

I agree the fall of Lehman and with that the fall of about 2 trillion dollar market value in equities and collaterals almost wreck havoc of the finantial system and send us to the stone age, but hey we are going to heaven because we have good morals.

CDS Industry: Zero Sum Game or Ponzi Scheme?

Simply put the CDS market needs insurance regulation.

CDS Industry: Zero Sum Game or Ponzi Scheme?

I just made a jump in the CDS market by promising insurance on derivatives for 250k for 1Mil over 1 year, but the thing is I dont have the money or any reserves to show off for, but hey this market is not regulated so no body can tell me anything, and if the time to pay claims come I just simply file for bankruptcy and go to Brazil to dance la lambada. Man I love America!

Of Guarantees and Printing Presses

Well when you are the government and you have the advantage of the printing money machine to compensate for the around trillion dollar amount of bad loans (money that just vanish in thin air with a housing bust) it doesnt take a brainer that your currency or the country is going to collapse, its just a matter of time, unless the housing bubble equilibrates of course.

Will TARP Cover Both Ambac and MBIA?

those debentures could be a problem, if Moody's downgrades....then capital raise will be needed or another sell off to capitalize will follow, somebody stop Moody's!

Will TARP Cover Both Ambac and MBIA?

those corporate bonds look pretty juicy.

Will TARP Cover Both Ambac and MBIA?

those corporate bonds look pretty juicy.

Will TARP Cover Both Ambac and MBIA?

plus they have been delevering from toxic holdings so far, the future doesnt loook that bad.

MBIA Sues Countrywide: Part of the Solution to Clean Up the Lies

you guys are right the rating agencies are also accountable for grading triple A to those toxic mortgage wrapped bonds putting in serious positions the bond insurers, should they be sue as well?