with Oli | Strategies


Archive for Januar 20th, 2008

MBIA … a bullish view

Sonntag, Januar 20th, 2008

As I am a trader, I am always interested in both sides, the bullish and the bearish.
Funny and interestingly enough, sometimes the bleakest outlook creates the best (buying) opportunities.
Today afternoon, I read the title story of tomorrow’s edition of BARRON’S … not really known to the world as a bullish subjective magazine
Here are […]

Bond Insurers … has the domino-kind-meltdown started?

Sonntag, Januar 20th, 2008

Bond insurer ACA’s rating was slashed by S&P from A to CCC in December, but they gave them a lifeline, which expired Friday. If the CCC rating now becomes effective, it will create the next round of write offs at financials.
Friday now, Fitch cut Ambac’s rating from AAA to AA. Moody’s warned last Wednesday, that […]