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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (78716)	5/5/2008 1:33:36 PM
From: benwood	Read Replies (1) \| Respond to of 116555

You mean per month right?

To: mishedlo who wrote (78716)	5/5/2008 1:53:15 PM
From: Sr K	Respond to of 116555

Will the public take Warren Buffett's pronouncements about the market or economy as unbiased, now that BRK has $4.9 billion of premiums from selling index puts ($100 m loss Q4, $1.2 b loss Q1)? This is the type of conflict in BRK's 19.9% ownership of MCO. It looks OK now, but if circumstances change and Moody's wants to lower BRK from AAA to AA, will they hesitate, delay, or inform Buffett (or a successor), thereby giving him market-moving information? Look at the notice to MBI and ABK about the capital they needed to raise to retain their ratings.