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August 18, 2008
SWF are no fools
Analysis of: Sovereign Wealth Fund Assets Could Triple by 2013 | www.bloomberg.com
Author: GLG Expert Contributor
Sovereign Wealth Funds (SWF) have a lot of money. So they can buy advice. What they do with it is another matter. Investing in Blackstone was investing in a reputable firm at a bad time. So short term the investment looks bad. Long term is the the time horizon of SWF and in the longer term it may...
August 18, 2008
Factor In Reality
Analysis of: Bank Debt Risk Rises as Writedowns, Losses Exceed $500 Billion | www.bloomberg.com
Author: John Salomone, Managing Director, Structured Finance International, LLC
Write downs are not actual losses and a mark-to-market loss is not a cash loss. Widening spreads in the credit default market, although real, must be recognized for what they are; namely, market monetization of perceived risks compared to recent backwards looking asset and cash flow valuations. Recovery...
July 30, 2008
Will Government's Promotion of Covered Bonds as Mortgage Funding Mechanisms Bring Back Investors to US Mortgage Market?
Analysis of: Treasury and Banks Kick Start Home Financing Tool | www.reuters.com
Author: Maureen Bolton, Principal, Global Capital Access
This article is important because it announces and describes: a) the US Treasury's support of covered bonds, an on-balance sheet method of funding mortgage originations, as an alternative to off-balance sheet mortgage securitizations or mbs b) Four major US banks announcements of their intentions to...
June 11, 2008
As you CDO, so shall you reap!
Analysis of: Losses Push Lehman To Weigh Raising New Capital | online.wsj.com
Author: GLG Expert Contributor
Large sell-side investment banks, such as Lehman, that indulged in loads of CDO sowing, will continue to reap a massive shrinkage in their stock market capitalization.
June 6, 2008
There Will Be Blood(letting)
Analysis of: It Ain't Over Til It's Over: Financials, Credit Cards and Housing | seekingalpha.com
Author: James Butler, President, Rigley Financial Corporation
Citigroup has continued to show losses in global operations, some relating to subprime issues. However, while many of the financial institutions are showing losses, Citi's losses are different, which is a good thing for the investor.
May 28, 2008
UBS Pain far from Over
Analysis of: UBS Falls After Saying More Mortgage Losses Possible | www.bloomberg.com
Author: Joseph Smith, President & CEO, Default Mitigation Management
The news is not good for UBS. The amount of mortgage holdings in US and Non-US declining markets will lead to further losses. 1. $45 B of additional US Mortgage Holdings. 2. An undisclosed amount of non-US mortgage holdings. 3. A UK and Eurpoean mortgage market that is going down as well. 4. The slump...
May 27, 2008
The Real Write Downs - Whats in a number
Analysis of: Banks Keep $35 Billion Markdown Off Income Statements | www.bloomberg.com
Author: Joseph Smith, President & CEO, Default Mitigation Management
The article is right on target in pointing out the various issues around bank reporting their losses todate. 1. Allowable accounting standards. 2. Permanent versus Temporary Losses 3. Capital Requirments The article goes on to highlight the various issues around soveriegn wealth funds, capital levels...
May 23, 2008
Indian FDI into Europe will fall in size
Analysis of: India bigger source of FDI for European firms than China | www.hindu.com
Author: GLG Expert Contributor
Indian industry is coming of age but Indian FDI in Europe will not keep up the indicated pas 
May 12, 2008
Whose loss is it, Banks or Investors?
Analysis of: The Biggest Housing Losers | online.wsj.com
Author: Joseph Smith, President & CEO, Default Mitigation Management
1. While the article does a good job of pointing out that the losses will be greater under the House FHA Plan than expected and that the tax payers will carry the cost, it along with the plan by the House  misses the mark by thinking banks will take advantage of the plan. 2. The real owners of...
May 12, 2008
Smoke with no substance
Analysis of: Citifin sacks 400, bank plans $1bn loan selloff | economictimes.indiatimes.com
Author: GLG Expert Contributor
It's just astonishing how much junk you can find lying around your bank, especially if you've been collecting things for as long as Citigroup has. Selling $500b in non core assets. Which will help in the short term what about the long term? have we learned nothing from Chainsaw Al (Sunbeam)? Pandit,...

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