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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (29875)	1/26/2008 2:23:54 PM
From: Madharry	of 78802

i think that hundred or two hundred billion dollar number is phony. Initially I thought that it would be a no brainer for the banks and/or sovereign countries to pony up some equity/ capital notes so that everyone stays in business and keeps their AAA ratings. It is ironic in a way that the banks and municipalities are actually in way worst shape than the bond insurers in the sense that if the bond insurers rating decline they go into runoff but they are selling at such a small fraction of their net worth that existing shareholders will do pretty well. On the other hand banks will have to write down more of assets and municipalities will face increased borrowing costs. However I dont see some astute guy from either the investment side or the regulator side acting swiftly and silently to get this accomplished. Instead we have some GS analyst talking out of both sides of his mouth, and a ratings guy who is clearly in cahoots with the shorts trying to upset the apple cart. On top of that the House wants to have public hearings-- what a bunch of morons. Because of this, the one thing im sure of is that there will continue to be lots of volatility in the market.

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