CPST1

AIG Is Dead, Long Live AIG

Charts, daytraders, ponzi schemes and other lucrative affairs can't really be the reason AIG common has reversed split and set off to triple its common value in a shorter course than its demise had lead us to believe since last October. If instead, there is a rational way to put forth that the losses as illustrated are paper losses and the bailout funds are hard cash, then such cause may as well stand to reason to be as plausible as what so far has defied gravity and continues to rise. The asset class that is under company protection is one such insight as to where and why the value of AIG remains firm and to those whose control is within its grasp.

How We Could Let AIG Fail, Sort Of

The Bonus:

A) Should we save the company? (forfiet bonus)

B) Should we take what isn't our to begin with and therefore alienate the company, its customers, and the public at large?

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

The factors still being weighed are certain cost and the fairness of those cost when trying to solve such a problem. Home loans or mortgages in the Northeast now consider the cost of energy...

A couple of months ago such "sweat" equity was likely again as wide spread as a barrel of oil that cost $2.50 to produce in Saudi Arabia could cost $145. To see dollars like that combust whether for transportation or livelihood encapsulated a breath of time, of compromising circumstances.

From such energy allocations, a gallon less used is many miles less traveled. Over 13 billion fewer miles in one month last summer and a further decline last week of 4%.

That creates a lag where in the simplest terms although the meter is running on the mortgage clocks, the warrant of conservation is more like a "stop" in the real time action of the economy.

Payments for some loans are fixed. Payments for other debt may offer at least a minimal amount to maintain credit while again the cost of the loan compounds.

The disintermediation of money supply changed faster than it registered on the GNP scale when the supply of money is shown more as debt than productivity or simply "sweat." It's the sweat that gets people worked up; it how they get the job done that counts and for which money supply transcends the balance sheets of banks. (and not the executives salary)

In terms of security the market is changing and the plan to absorb certain cost of change is being worked out to establish a new form of equity, that distributes credits in order to facilitate a change, to place order in the free market. Changes to earn the transitional build of money supply required to form a future that other sectors of the market are now emerging as alternative and far reaching.

It couldn't be any clearer.