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GLG News by Mortgage Insurance Experts

Mark Mariotti, CEO
Mark Mariotti, CEO
Future Management Holdings Inc
Analysis of: Ameriprise Financial and MasterCard Worldwide Launch Credit, Debit Product Suite (biz.yahoo.com)
1) Amerprise has been aggressive ever since its Personal Advisor and Banking separation from Amercan Express 2) MasterCard appears to be the predominate card network
Analysis of: Ambac Drops Breakup, Plans To Raise $1.5B (www.propertyandcasualtyinsurancenews.com)
If a major bond insurer was to lose its triple-A rating the likely outcome is a redistribution of losses rather than incremental losses. In the longer run the impact could even be positive.
James Butler, C.F.A, Ph.D., President
Rigley Financial Corporation
Analysis of: Why Credit Unions Just Don't Get It. (credituniontimes.com)
Considering the current fall-out in Commercial Lending with the big banks (most of which were deservingly so), such as Wachovia, Chase, and Bank of America, the Credit Union field has such great opportunities to grow their market-share if they just decided to move into the 19th Century, instead of living...
James Butler, C.F.A, Ph.D., President
Rigley Financial Corporation
Analysis of: Analysts give CIOs advice on weathering recession (www.infoworldmagazine.com)
The Economist recently described specific events that would lead one to believe that the U.S. Economy is already in the throws of a recession, yet the nay-sayers (including our illustrious President) state that there is still some signs of life negating this apparent event. I feel that like the 90's,...
Analysis of: Here come more financiers' writedowns (money.cnn.com)
Simply, writedowns do not overstate the extent of problems at financial firms.  Yes, ultimately the coming "correction" will be overdone (given human nature, most are), but we just getting started (that is, expect a long, sharp recession) -- so things are going to get much ...
Analysis of: MMC Sees 4Q Net Income Drop 62% (www.propertyandcasualtyinsurancenews.com)
When competition sets price and  conditions in the securities markets produce losses of principal, the only way to raise the gross margin is by reducing operating.
February 28, 2008
Desperate times......
Analysis of: Could Subprime Mortgage Crisis Turn Desperate Homeowners Into Arsonists? (www.propertyandcasualtyinsurancenews.com)
Carriers expect desperate and dishonest acts during hard financial times.
Martin Kamarck, Principal
MAKO Consulting LLC
Analysis of: Arcane Market is Next to Face Big Credit Test (www.nytimes.com)
Lesson of monoline debacle: Core issue is concentration of counterparty risk. 
Martin Kamarck, Principal
MAKO Consulting LLC
Analysis of: Bond Insurer Plans a Split to Protect Ratings (www.nytimes.com)
Instead of protecting policyholders, NYS regulators have scrambled to assure availability of bond insurance for benefit of public debt issuers. Core of their strategy was to force shareholders and creditors (the banks) to contribute, one way or another, to the solution.  To do so, they pulled off...
Analysis of: German State-Owned Banks on Verge of Collapse (www.spiegel.de)
Six months ago, BaFin President Jochen Sanio warned that the "worst financial crisis since 1931" was unfolding.  Simply, I concur.

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