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Non-Tech : Derivatives: Darth Vader's Revenge -- Ignore unavailable to you. Want to Upgrade?

To: Worswick who wrote (1108)8/3/2003 10:49:01 AM
From: Thomas M.  Respond to of 2794
 
I noticed in Barron's that Basil Chapman is calling the top in the real estate bubble (I believe the date he gave was was June 18). He expects a 10-20 year bear.

Tom



To: Worswick who wrote (1108)5/24/2004 3:45:39 PM
From: Thomas M.  Read Replies (1) | Respond to of 2794
 
The inverse relationship between the size of the OB derivatives business and the apparent margin in basis points reminds us of author Martin Mayer, who observed that

1) There are no economies of scale in banking
2) The derivatives market is about shifting the risk to the dumbest guy in the room.

63.194.25.39


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