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How Banks Hedge Counterparty Risk

Very helpful article, but the only explanation I need is that today just before the bail out was passed, Barry Ritholtz went Bullish, which speaks volumes to the contrarians in the audience. Come to think of it I have not seen an article by the former permabear Ritholtz on SA recently. The following is a link to the video clip of Barry Ritholtz on CNBC Friday October 3, '08 at 1PM

www.cnbc.com/id/158402...

Where's the Bottom? Still Anybody's Guess

Great article, reminds me of the BCA Research commentatry from back on Sept '07 titled "An Inflection Point in the Debt SuperCycle"

www.beearly.com/pdfFil...

Paulson/Bernanke: $700 Billion at 'Hold to Maturity' Pricing

I wonder if the financial lobby has a position on the bailout? Perhaps some of the private dining rooms in DC hold the answer to that. Also with Buffett's just announced GS investment - are things really that bad?

Prepare to Sell Monday - Cramer's Mad Money (9/19/08)

Cramer also appeared on NBC nightly news Friday explaining to the viewing public and an aghast Brian Williams how we narrowly avoided "Depression the Sequel". Now he's saying sell sell sell while pumping the likes of THS and RAH. Wasn't THS the company he referred to as an investment bank disguised as a food company? Shouldn't his logic also apply to COTT the world's largest private label company (beverages) that happens to be down almost 90% in the past 12 months.

AIG Must Not Fail! - Cramer's Stop Trading! (9/15/08)

"Cramer needs to set an example for the CEOs he mocks: Go jump out a window. Make it a high one."

Both Cramer and is sidekick Larry Kudlow who less than a week ago suggested along with 3 out his 4 pannel members (with the appropriate caveats) that little old ladies take their savings and invest in banks. It is amazing how these geniuses are allowed to stay on the air

Tuesday September 9 - www.cnbc.com/id/158402...

Lehman's Collapse: Broader Economic Damage Unlikely

Mohamed El-Arian suggested the liquidity crisis just got much worse with the events of the past 24 hours.

El-Arian 7AM Sept 15 - www.cnbc.com/id/158402...

Meredith Whitney of Oppenheimer said much the same thing this afternoon with a very dire warning of just how serious things are becoming and the need for major government intervention.


Whitney 3PM Sept 15 - www.cnbc.com/id/158402...