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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?


To: Real Man who wrote (81853)10/12/2008 3:43:11 PM
From: robert b furman  Read Replies (1) | Respond to of 94695
 
Hi Vi,

With real estate crashing ,with commodities crashing,with equities crashing,a little inflation will be a welcome thing.

I believe the one thing that needs to happen is the unwinding of the cds problem.

This is what has taken down AIG,and al;l the investment banks.

A clearing exchange that gives us a mark to market on cds will show those that lose and those that win.

Then a final wave of take overs may or may not result.

Bob

I very much like the idea of this happening at a totally fund exchange like the CME.