mkreisel

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JPMorgan Chase: Poisoned by Bear's 5,000 Counterparties

"It takes a thief to catch thieves"

AIG seems to be the only idiot in town that has sold a bunch of CDS without any hedging whatsoever.

Berkshire Hathaway also sold a few CDS, but they number only about $8 billion in notional value and Buffett got paid roughly $4 billion upfront.
Dec 15 01:01 am |Rating: 0 0 |Link to Comment |View article
Buffett Warned Us in 2003

Lots of funny comments here.

It seems nobody understands what great deals those Buffett index puts are! Well, written puts backed up by cash is nothing but well-paid limit buy orders! They are only dangerous if one's buying can't cover the entire liabilities.

Sep 18 23:43 pm |Rating: 0 0 |Link to Comment |View article
AIG Bailout Signals End to American Values

This AIG deal is highway robbery committed by the US government against AIG shareholders.

Before you die-hard "moral hazardist" start having knee-jerk convulsions, please use your brain first.
Sep 18 23:38 pm |Rating: 0 0 |Link to Comment |View article
America Buys AIG

This is a very good deal for the government and American people. Some of the whiners just don't get it.
Sep 16 22:31 pm |Rating: 0 0 |Link to Comment |View article
US Housing Inventories Reach Record Highs

You buy a house when you need one and can afford it.

You especially should buy a house if the equivalent rent is higher.

You gotta live somewhere, don't you?

I prefer my own home over a crappy apartment anytime.
May 23 23:31 pm |Rating: 0 0 |Link to Comment |View article

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