The Paulson Plan Will Make Money For Taxpayers
http://online.wsj.com/article/SB122230704116773989.html?mod=rss_opinion_main


On Wed, Sep 24, 2008 at 9:50 PM, Robert Munn <[EMAIL PROTECTED]> wrote:
>  It comes down to credit ratings agencies. Big firms holding all these toxic
> financial assets started getting downgraded as credit risks. The downgrade
> in their credit rating made it impossible for them to borrow money at a time
> when they most needed to borrow money, leading to the collapse of Bear
> Stearns, Lehman, the mess at AIG, etc.
>
> Why did no one see it coming? Well, in a very broad sense, a lot of people
> saw the Freddie and Fannie mess coming, and they warned Congress about it,
> but Congress failed to act. As to the specifics why no one knew a month ago,
> I think the issue is opacity of risk. These organizations got into the
> business of these highly complex financial derivatives and outsmarted
> themselves. They didn't know, they still don't know, exactly what they own
> or what the risks are in their investments. As a result, no one will lend
> money to anyone else in the financial industry, so the entire credit market
> has ground to a halt.
>
> I'm not a big fan of Bloomberg, CNBC, etc, but it's worth watching right now
> to help fill in the gaps on what Wall Street is watching right now.
>
>

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