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

To: TobagoJack who wrote (61509)	4/3/2005 5:39:37 AM
From: Taikun	Read Replies (1) \| Respond to of 74559

Jay, <overleveraged, deeply under-reserved against possible credit defaults and overly exposed to guaranteeing dicey structured financings> Sounds like many financial institutions fit the bill. Funny that is was written by a hedge fund. It was even up in after-hours Friday! finance.yahoo.com Maybe those of us who missed AIG can have some fun here. It would appear liquidity is leaving the system, and that the foundations of several pillars are cracking. At what point does AIG, GM, MBIA, FNM begin to affect the market. Remember, the 2005 is the Year of the Rooster. Message 20932765 "Money becomes scarce" It WILL happen and it will happen this year. Short MBIA or Puts? Maybe write a boatload of calls? D