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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (16855)3/15/2002 4:25:17 PM
From: jim black  Read Replies (1) | Respond to of 74559
 
Raymond, though lemmings here we all try not to be, folks of proven successful track-records are not to be ignored.
to wit: Warren Buffett bailed Berkshire Hathaway out of Fannie's and Freddie's a couple of years ago( or maybe it was just last year=brain fade), citing just too great a systemic risk. I believe your concerns are well founded.
Jim Black



To: Raymond Duray who wrote (16855)3/16/2002 9:39:37 PM
From: LLCF  Read Replies (1) | Respond to of 74559
 
<Others can hopefully quantify some of the risks. >

No, I don't think it's easy to quantify the risk of a couple trillion in MBS pooots.... depends on all sorts of asssumptions for the Black Scholes model, including the assumption that BS IS the correct model.

DAK


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