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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Kevin Podsiadlik who wrote (14792)	1/25/2001 2:29:31 AM
From: RockyBalboa	Respond to of 18998

You may be right, in theory. Some other models (including one which takes in the effect of a slumping economy and worsening credit quality) calculate the effect on books with spreads in credit quality. That can be quite negative if assets don't improve as much as the liabilities. I doubt that anyone of the hypesters have looked at such possibilities.