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Idiosyncracies

Wednesday, June 24, 2009. I finally came up with a name that I liked for a blog and started a new one over at Wordpress titled Synthetic Assets. I just realized that I failed to post a link to the new blog from this one, so here. Thursday, May 28, 2009. It's not owners, but counterparties that keep banks in line. Alan Blinder has an op-ed. Monday, May 18, 2009. The latest straw man argument against a clearinghouse. Here's the latest argument against a clearinghouse for derivatives. From the wsj. It's sur...

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Idiosyncracies | idiosyncraties.blogspot.com Reviews
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Wednesday, June 24, 2009. I finally came up with a name that I liked for a blog and started a new one over at Wordpress titled Synthetic Assets. I just realized that I failed to post a link to the new blog from this one, so here. Thursday, May 28, 2009. It's not owners, but counterparties that keep banks in line. Alan Blinder has an op-ed. Monday, May 18, 2009. The latest straw man argument against a clearinghouse. Here's the latest argument against a clearinghouse for derivatives. From the wsj. It's sur...
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Idiosyncracies | idiosyncraties.blogspot.com Reviews

https://idiosyncraties.blogspot.com

Wednesday, June 24, 2009. I finally came up with a name that I liked for a blog and started a new one over at Wordpress titled Synthetic Assets. I just realized that I failed to post a link to the new blog from this one, so here. Thursday, May 28, 2009. It's not owners, but counterparties that keep banks in line. Alan Blinder has an op-ed. Monday, May 18, 2009. The latest straw man argument against a clearinghouse. Here's the latest argument against a clearinghouse for derivatives. From the wsj. It's sur...

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idiosyncraties.blogspot.com idiosyncraties.blogspot.com
1

Idiosyncracies: It's not owners, but counterparties that keep banks in line

http://idiosyncraties.blogspot.com/2009/05/its-not-owners-but-counterparties-that.html

Thursday, May 28, 2009. It's not owners, but counterparties that keep banks in line. Alan Blinder has an op-ed. Subscribe to: Post Comments (Atom). Its not owners, but counterparties that keep bank. The latest straw man argument against a clearingho.

2

Idiosyncracies: New blog

http://idiosyncraties.blogspot.com/2009/06/new-blog.html

Wednesday, June 24, 2009. I finally came up with a name that I liked for a blog and started a new one over at Wordpress titled Synthetic Assets. I just realized that I failed to post a link to the new blog from this one, so here. Subscribe to: Post Comments (Atom).

3

Idiosyncracies: March 2009

http://idiosyncraties.blogspot.com/2009_03_01_archive.html

Tuesday, March 17, 2009. The document that explains it all. From a white paper. On AIGFP's employee retention plan posted on the web by Fox News:. AIGFP’s derivatives portfolio stands at about $1.6 trillion and remains a significant risk. Failure to pay the required retention payments therefore could have very significant business ramifications. A cross default in many of these transactions is defined as a failure by AIGFP to make one or more payments in an amount that exceeds a threshold of $25 million.

4

Idiosyncracies: Why are assets toxic?

http://idiosyncraties.blogspot.com/2009/04/why-are-assets-toxic.html

Monday, April 27, 2009. Why are assets toxic? An explanation for those who can’t understand how so many assets backed by mortgages can be worth nothing at all. I estimate that these $2 trillion in non-prime loans and $0.6 trillion in prime jumbo loans back $4.1 trillion in AAA mortgage related securities. How is it possible to have more AAA assets than underlying loans? Through the magic of credit default swaps. Whenever you hear someone talk about a “super senior” tranche of a security, this...If it hap...

5

Idiosyncracies: Does Lynton Jones even know what a hybrid ABS CDO is?

http://idiosyncraties.blogspot.com/2009/04/does-lynton-jones-know-what-hybrid.html

Monday, April 27, 2009. Does Lynton Jones even know what a hybrid ABS CDO is? There is a mind-bogglingly deceptive report. Issued by the City of London blaming the crisis on "over leveraged" ABS CDOs and claiming that this is evidence that credit default swaps did not lie at the heart of the crisis. This is a ridiculous point of view. Credit default swaps were the tool used by ABS CDOs to become over leveraged. The confusion created by this misleading report has already led the FT to publish a commentary.

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Wednesday, June 24, 2009. I finally came up with a name that I liked for a blog and started a new one over at Wordpress titled Synthetic Assets. I just realized that I failed to post a link to the new blog from this one, so here. Thursday, May 28, 2009. It's not owners, but counterparties that keep banks in line. Alan Blinder has an op-ed. Monday, May 18, 2009. The latest straw man argument against a clearinghouse. Here's the latest argument against a clearinghouse for derivatives. From the wsj. It's sur...

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