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

Many thanks for your presentation, Whitney.

Yikes! It's easy to become inured to the steady drone of bad news in the financials, until one is presented with such a salient example quantifying how much force is left in this storm.

Interesting would be your thoughts on the potential form and consequence of the massive Federal intervention you portend.
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