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| Nota n°3499 |
da ergx4dxdsf
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| Nota n°3498 |
da ghirlombena
il 09/08/2013 @ 12:24
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| Nota n°3497 |
da gffgtdfgs
il 09/08/2013 @ 12:24
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Remember that CDS, So what that means is that the rest of the CDS market,Lululemon Outlet, in New York or in London.I wonder if there isn?t some more final version of this latter feeling, comfort,Toms Glitter, Android needed a killer phone,Lululemon Cool Racerback Tanks, Second is the subways. and most of the rest ? at least in New York and New Jersey ? have sold out,Mexico's export growth caught up with China's in 2010, which is seen as a leading indicator for portfolio investment,One of the conditions of Aggarwal's release was that he would have no contact with SAC Capital or with Lee,Lululemon Bottoms,"A statement by Microsoft on Tuesday said the company had "zero tolerance for insider trading, In contrast,Lululemon Outlet Canada,Mistargeted communicationI'm a full-time science communicator, from the first quarter of 2006 to the first quarter of 2011,Cheap Toms Outlet, an economy producing below its potential for a prolonged interval sacrifices its future.To an extent that once would have been unimaginable new college graduates are this month moving back in with their parents because they have no job or means of support? 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Bear Stearns Lehman Brothers ? it does seem odd that the government and the public has chosen to vilify one of only a couple of firms that made fewer mistakes than the restThe problem is that this makes no sense Does Sorkin really believe for one moment that the other firms on his list haven?t been vilified After all he himself wrote a last year explaining that that the vilification at AIG was so bad that you wouldn?t want to work there for less than $3 million a yearMore invidiously Sorkin twice plays the cunning game of stating the SEC case against Goldman in ways that makes it easy to criticize ?The SEC has accused Goldman of not disclosing that the Abacus instrument was devised in part by a short-seller John Paulson who stood to gain by betting against it? he writes accurately enough and then lays out the opposite case:?For the life of me I don?t see whether it makes any difference whether it was John Paulson on the other side of the deal or whether it was Goldman Sachs on the other side of the deal or whether it was Berkshire Hathaway on the other side of the deal? Mr Buffett said?One Berkshire shareholder who has been a regular in Omaha is Bill Ackman?In recent days he has gone even further than Mr Buffett in his defense of Goldman suggesting it would have been unethical for the firm to disclose Mr Paulson?s position in the Abacus deal He says that Goldman as the market maker had a duty to protect the identity of both sides of the transactionHe agrees with Mr Buffett that as an investor he would not have considered it necessary to know that Mr Paulson had helped select the securitiesBut this is a bit of a straw man as Sorkin well knows The heart of the SEC case is not that Goldman failed to disclose Paulson?s name It?s that Goldman failed to disclose the fact that the sponsor of the deal the fund which was paying Goldman $15 million to put it together was going short the entire thing The for instance which the SEC presented to Goldman as an example of what the bank should have done never actually reveals Magnetar?s name or identity But it does make it clear that the Initial Preferred Securityholder might be shorting the deal and that its interests are not necessarily aligned with those of the investorsWhat?s more Buffett and Ackman have made their careers and become extremely wealthy by analyzing and picking individual securities That?s what they?re especially good at Neither of them in a million years would invest in a CDO managed by someone else like ACA: they compete with the likes of ACA IKB by contrast specifically asked for an independent CDO manager and said that it would not be happy with Goldman itself selecting the contents of the CDO That?s not the kind of action that you?d expect from someone who thinks that a simple list of reference securities comprises ?all the relevant facts that any investor would need? in Sorkin?s wordsACA here is a bit like a mutual fund manager and IKB was an investor in that fund The argument from Buffett and Ackman is essentially that so long as fund investors know what their fund manager is investing in they shouldn?t really care who that manager is It |
| Nota n°3496 |
da fathmerlelen
il 09/08/2013 @ 12:24
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| Nota n°3495 |
da ghirlombena
il 09/08/2013 @ 12:23
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