Comments on: “The Unwind” http://alephblog.com/2008/03/07/the-unwind/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Sun, 12 Feb 2012 18:05:33 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: dwebhttp://alephblog.com/2008/03/07/the-unwind/comment-page-1/#comment-17185 dweb Sun, 09 Mar 2008 18:52:29 +0000 http://alephblog.com/2008/03/07/the-unwind/#comment-17185 Besides Insurance companies who else is the logical buyer for the excess whole loan collateral out there? Community Banks? How do any of these investors deal with the market value fluctuations of this sector? Thanks much. Great Site. Besides Insurance companies who else is the logical buyer for the excess whole loan collateral out there? Community Banks? How do any of these investors deal with the market value fluctuations of this sector? Thanks much. Great Site.

]]> By: Dwebhttp://alephblog.com/2008/03/07/the-unwind/comment-page-1/#comment-17184 Dweb Sun, 09 Mar 2008 18:49:48 +0000 http://alephblog.com/2008/03/07/the-unwind/#comment-17184 Who should be buying this whole loan stuff now? Insurance companies? Community Banks? Can the risk be quantified reasonably even though we are in unchartered territory? Awesome site and great posts. Thanks Who should be buying this whole loan stuff now? Insurance companies? Community Banks? Can the risk be quantified reasonably even though we are in unchartered territory? Awesome site and great posts. Thanks

]]> By: Frank Mhttp://alephblog.com/2008/03/07/the-unwind/comment-page-1/#comment-17165 Frank M Fri, 07 Mar 2008 22:05:29 +0000 http://alephblog.com/2008/03/07/the-unwind/#comment-17165 Milt - I'm guessing that some of David's favorite insurance companies would be good bets here. As his bond spread articles says, they are the logical unlevered, long horizon purchasers that should be buying once they get their heads around the risk - value proposition. Milt – I’m guessing that some of David’s favorite insurance companies would be good bets here. As his bond spread articles says, they are the logical unlevered, long horizon purchasers that should be buying once they get their heads around the risk – value proposition.

]]> By: Milthttp://alephblog.com/2008/03/07/the-unwind/comment-page-1/#comment-17163 Milt Fri, 07 Mar 2008 17:38:47 +0000 http://alephblog.com/2008/03/07/the-unwind/#comment-17163 David. An investment theme for 2008 is therefore who will benefit from this great Unwind? I invest and trade in stocks, so I'm looking for ideas of stocks of companies that will benefit. Chimera (CIM) was setup to benefit from this, yet it's been crushed? Is this an opportunity? How about the battered "really smart" guys at Blackstone (BX) and KKR (KFN)? Or how about ACAS, BAM, LUK, CSE? Last press releases from ACAS is they have lots of money, are buying back stock, and paying a dividend. David.

An investment theme for 2008 is therefore who will benefit from this great Unwind? I invest and trade in stocks, so I’m looking for ideas of stocks of companies that will benefit.

Chimera (CIM) was setup to benefit from this, yet it’s been crushed? Is this an opportunity?

How about the battered “really smart” guys at Blackstone (BX) and KKR (KFN)?

Or how about ACAS, BAM, LUK, CSE? Last press releases from ACAS is they have lots of money, are buying back stock, and paying a dividend.

]]> By: TVhttp://alephblog.com/2008/03/07/the-unwind/comment-page-1/#comment-17160 TV Fri, 07 Mar 2008 13:50:01 +0000 http://alephblog.com/2008/03/07/the-unwind/#comment-17160 Bull markets create wealth Bear markets concentrate it Bull markets create wealth

Bear markets concentrate it

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