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  • Meredith Whitney's fear of "50-100 sizable defaults" of municipalities doesn't dissuade Gary Kaminsky from seeing municipal bonds as a "buying opportunity." Even if Whitney is correct, the muni market is measured in trillions, not billions, so those defaults would represent just a sliver of the overall market. Also: "if Citigroup is too big to fail, logic would dictate that so too is the state of California."  [View news story]
    Subprime is so small that the Fed imposed a repeal of mark-to-market accounting to prevent the banks from being under-capitalized.
    Dec 21, 2010. 11:44 AM | 1 Like Like |Link to Comment
  • The iPad at Work: Consumerization, Security and Support [View article]
    Companies not embracing the iPad and other tablet devices will surely be affected over the coming years. Morgan Stanley already offers iPhone and iPad access to research for institutional investors! Along with IT the compliance/legal departments must take an open-minded forward looking view. The companies that proceed along this path will gain market share.
    Dec 10, 2010. 11:09 AM | 1 Like Like |Link to Comment