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Lehman: The Bottom Is In

No facts about the LEH balance sheet here! Maybe they should go private so that transparancy would be less of an issue...except with that messy "counterparty risk" issue.

The corporate boardroom fatcats who stood behind LEH as a good value at $60 should be happy buy up the company at 80% off.

The Credit Crisis and Potential Shorts

What is really causing the liquidity crisis? Could it be financial institutions always trying to get the biggest share of every asset class appreciation from the internet boom to the housing boom to the commodity boom. All of these "booms" had underlying good value. But financial institutions and speculators are driven to turn these booms into bubbles in order to try and grab the biggest slice of the pie.

How many times the real value of oil ( or gold or mortgages) that is being traded is represented by the value of the derivitives and futures contracts being traded? The liquidity bubble will be the last one to crash, and it too is a bubble.

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