Shorts.Distort

Lehman Brothers Take-over: Implications for Financials

Thanks for the time and effort that went into this article.
Although, I do no think that the other financials hinge on "the lehman Factor".
FRE and FNM I believe will be the true gauge, and their outcome will dictate the valuation of the fore mentioned stocks.
Still its great to look at that chart and see most are climbing back to their rightful spots...Book value..that is...

The End of the Monoline Bond Insurance Business

To make such a forward looking (negative) prediction should be backed up with alot more facts,figures and reasoning , no a piece of hodge-podge recycled jargon.