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  • Lehman Brothers Take-over: Implications for Financials [View article]
    CDO or any structured finance vehicle i.e. ABS-MBS price, is dictated by supply and demand, right now there is a glut in the market or oversupply of them due to uncertainty of how much toxic waste they contain, once those uncertainties clear up and the housing market recovers no doubt that the 0.22cents of a dollar will be 1.22 cents of a dollar.
    Aug 25 05:59 am |Rating: 0 0 |Link to Comment
  • Lehman Brothers Take-over: Implications for Financials [View article]
    No so sure I would be assuming that because Lehman gets valuated to junk all the related financials would be valuated at the same level. Also no so sure about buying Lehman without assuming its obligations, although it can happened I doubt it and if it does margin calls will start to fullfil those obligations before the deal is closed.
    Aug 24 07:59 am |Rating: 0 0 |Link to Comment
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