Seeking Alpha

Ishortyou » Comments » AGO

  • One Easy CDS Fix [View article]
    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.
    Mar 31 09:54 am |Rating: +3 0 |Link to Comment
  • One Easy CDS Fix [View article]
    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.
    Mar 30 11:58 am |Rating: +1 -1 |Link to Comment
  • Kudos to Assured Guaranty CEO for Ripping Into Moody's  [View article]
    I aggree the rating agencies 'ratings' are very vague and cloudy, it seems to be very subjective instead of objective, so needless to say that the rating agencies model is flawed and needs to be changed by regulators, this is getting ridiculous senseless.
    Nov 25 09:49 am |Rating: +1 -1 |Link to Comment
  • The Emperor (Mr. Ackman) Has No Clothes [View article]
    I think "cheap chat talkers of CNBC" are one of the least reliable source of information, it is amazing the way they think they master the knowledge of it, then when you do your own homework you realize they are talking nonsense.
    Aug 12 08:16 am |Rating: 0 0 |Link to Comment
  • The Emperor (Mr. Ackman) Has No Clothes [View article]
    I agree I think there wouldn't be any strategic gain from sueing Ackman, instead I probably would saving that money in building book value by saving all the cash possible forget about share by back or dividends pay outs, because to be upgraded to triple A status takes more capital into consideration, I probably would also sit down and look under the microscope those triple A rated CDO-ABS-MBS to unwind fraudulent loans for book remediation.
    Aug 11 11:46 am |Rating: 0 0 |Link to Comment
  • The Emperor (Mr. Ackman) Has No Clothes [View article]
    Don't forget to consider the rating agencies Moody's and S&P decision to downgrade them, that was the biggest factor in the finantial crisis in the second quarter 2008. That almost cause a severe collapse, the problem is that they dowgrade them on the bases of 'speculation' and not on actual facts.
    Aug 11 08:33 am |Rating: 0 0 |Link to Comment
  • The Emperor (Mr. Ackman) Has No Clothes [View article]
    AMBAC and MBIA are cracking open CDO-ABS-MBS-SIVs containing fraudulent loans. AMBAC is cracking open 84,000 of them, many rated triple A but the examination is revealing that those 'triple A' ones contain JUNK so it will take some time to remediate their books. The other suggested strategy is to sell their CDS and policy contracts on these triple A rated-JUNK to bottom feeders for an 'attractive price' with this they will achieve a good capital/liabilities ratio to regain their triple A status and write new public high quality business again.
    Aug 11 06:03 am |Rating: 0 0 |Link to Comment
  • Assured Guaranty Suffers Meltdown: Bounce at $10? [View article]
    welll how about tripleing their cash capital, will that do for Moody's to upgrade them to triple A again?
    Jul 22 12:29 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    well looks like Moody's go unlished playing the rating game again without foundation or facts and just based on speculation. They need to reinstate triple A ratings on some of the bond insurers that were downgraded unjustifiably
    Jul 22 07:38 am |Rating: 0 0 |Link to Comment
More on AGO by Ishortyou
Comments by Ticker
AA, AAPL, AB, ABCW, ABGEF.PK, ABK, ABX, ACAS, ACF, ACMR, ADBE, ADSK, AEM, AF, AFL, AGO, AIB, AIG, AINV, AIZ, AKR, AKS, ALD, ALL, ALV, ALX, AMD, AMGN, AMLN, AMSC, AMT, AMX, ANF, ANR, APPX, ASBC, ASCA, ATPG, ATVI, AU, AUY, AVAN, AVAV, AVP, AWI, AXP, AYE, BA, BAC, BBT,
Ishortyou's
Comments Stats
683 comments
Rating: -24 (343 - 367 )