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To: ChanceIs who wrote (94805)	11/15/2007 8:05:21 PM
From: starhawke	Respond to of 306849

Thank you.

To: ChanceIs who wrote (94805)	11/15/2007 8:09:29 PM
From: Giordano Bruno	Respond to of 306849

"The only reason to bring a CDO is because the rating is wrong." LOL How much is that AAA in the window? -g-

To: ChanceIs who wrote (94805)	11/15/2007 10:07:02 PM
From: patron_anejo_por_favor	Respond to of 306849

Good stuff, thanks.

To: ChanceIs who wrote (94805)	11/16/2007 8:42:58 AM
From: carranza2	Respond to of 306849

(In our current system, those being rated pay for the ratings.) Like putting Dracula in charge of the blood bank.

To: ChanceIs who wrote (94805)	11/16/2007 4:51:38 PM
From: ChanceIs	Read Replies (1) \| Respond to of 306849

RE: Afternoon At The AEI Ratings Agency Conference A most heartfelt "you are welcome" to all those who hit recommend on my post and/or expressed thanks. It is my great pleasure to serve this board. It is a great one - although not quire as good as Big Dog's Boom Boom Room - a very, very close second. Look. Just short the homies, banks and insurers; get long oil, gas and the service companies; and head to the beach for the rest of your lives. I have learned so much this board, and (at the risk of being ungentlemanly) made quite a bit of coin. My contributions pale to those of CR and Patron. Too many other great posters to name. Sorry if I can't

To: ChanceIs who wrote (94805)	11/19/2007 9:02:47 PM
From: ChanceIs	Read Replies (1) \| Respond to of 306849

Replay of AEI Conference on Rating Agencies now available here: app2.capitalreach.com Its two hours, but worth every minute invested. Let me put it this way. Thursday morning I had some nice profits on MBI and was thinking about packing it in. Having attended this conference, I increased my position Friday AM. Now its Monday after the close. I am very, very happy about my MBI short - and not surprised that "C" is kissing off another 5 gigabucks. And no, I am not a shill for the AEI. The conferences are free to attend, and they have great cookies and coffee. Main page for this conference here: aei.org