mopgcw

3 Comments

    • ON: Fri Aug 15th 11:54 AM
      Commented on:
      Nassim Taleb and the Ubiquity of Moral Hazard
      Good catch -- keep in mind they were focused on IR risk as that is what almost caused fannie to BK in the earlier crisis. Given they hold a national portfolio of home mortgages, it has always been assumed that any one regional credit crisis would be offset by stability in another region. No one anticipated the mkt expansion into alt-a etc...
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    • ON: Wed Jul 2nd 06:16 AM
      Commented on:
      What's the Story on Amgen Shorts?
      although a decent increase and large in absolute number of shares, the days to cover is what 5 or so? Doesn't seem such a big issue in those terms.
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    • ON: Wed Jul 2nd 05:58 AM
      Commented on:
      Myriad Genetics: I Told You So
      Ketan--NOW is the time to go long??? Nonsense, you could have bought the stock in the low '40's the week prior to announcement and owned the diagnostic business with a FREE option on Flurizan. The "call" on the P3 results was hardly brave as it was widely reported and expected to fail given prior results. Why on earth is now the time to buy it? What happened to "I will go long when it hits $25"...
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