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Thursday, January 29, 2009


proposed CDS restrictions

it will be interesting to chart the course of this legislation regarding the credit default swap market.

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ok GM you are going to have to break it down to a guy with little understanding of the current situation-

is this new Obama stimulus package going to help/change things or is this just going to get worse?

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help? sure, in the sense of 'mitigate' -- but at the margins only. i think a lot of people are looking for a 'solution', and stimulus just isn't that.

to use clusterstock -- follow this on bill gross to this from jeremy grantham. there's nothing in stimulus that remedies these problems. it is instead designed to mitigate some of the effects of delevering. and it will take a few quarters to get out into the system -- meaning that things will continue to deteriorate for some time.

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btw -- here's an interesting way to see the stimulus bill.

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