AIG's Speculative CDOs in Perspective [View article]
The fact that the buy of the insurnce did not actually own the specific bonds is not particularly material to the need for the insurance. The buyer may have the basket of similar assets of like quality and use the different basket as the substitute.
Suppose you have hurricane insurance on your home. A storm is forecast. Can I buy from you one half the coverage of your losses, leaving you net 50% insured, when I am not able to instantly buy coverage fro my home? If we agree on a price, it would be possible. No different in the CDS structure.
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The fact that the buy of the insurnce did not actually own the specific bonds is not particularly material to the need for the insurance. The buyer may have the basket of similar assets of like quality and use the different basket as the substitute.
Dec 12 09:58 am
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All Comments by Augustus »AIG's Speculative CDOs in Perspective [View article]
Suppose you have hurricane insurance on your home. A storm is forecast. Can I buy from you one half the coverage of your losses, leaving you net 50% insured, when I am not able to instantly buy coverage fro my home? If we agree on a price, it would be possible. No different in the CDS structure.