buffet part II
We know know the facts of life:
Fact: The good collateral has all been pledged.
Fact: The margin credit supply has been decreased.
Fact: Risk capacity is being withdrawn actively by The Fed.
Fact: The money supply is deflating.
Get that all in your head and make sure it sticks, because if it is not the foundation of your investment thesis over the next several months, you are proceeding from an incorrect premise.
Mvh werik1
#0 Om man köpte AmBac mfl kanske ja... men skitsamma om de går i putten om en annan AAA-aktör kliver in o tar över.
?
|StRY| "Caveat emptor. Buyer beware."
om du pratar om mbia åså o ch de mister AAA och ?konkar? då måste typ 200 miljar till skrivas av av bankerna-här ligger problemmet
"Bach divine machine à coudre"
Colette
#4 Jo de sitter ju med dålig ost i form av CDOs som de garanterat. Men kommunobligationerna är ju inte problemet.
|StRY| "Caveat emptor. Buyer beware."
vi säger samma sak
"Bach divine machine à coudre"
Colette
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Tuesday, February 12, 2008 , tack så mycket dragspel !
The Most Important Ticker You Will Read This Year
Really
Many market crooners and "technicians" have been stating that "The Fed is hyperinflating to bail out the economy."
The facts say otherwise.
Mvh werik1