Comments for 0 at http://boombustblog.com , comment 1 to 4 out of 4 comments http://boombustblog.com Thu, 08 Jan 2009 07:40:05 +0100 FeedCreator 1.7.2 http://boombustblog.com/index.php?option=com_myblog&show=Bear-Fight---A-most-bearish-view-on-Bear-Stearns-in-a-bear-market.html&Itemid=92#comment-135 Thanks for your clarification. I take your comments as well as any comments on any blogs as "one man's opinion" - only and - for the record I did not mean to infer that I was looking for advice and do not take your comments as advice. I have the highest regard for your work - especially on these big 5 5 financial firms and banks. As you may know, the liquidations by employees during the last 10 days of last month of 2007 occured during the same window of opportunity provided to all executive and a;; other employees and other insiders following the release of earnings which just happened to coincide with the annual distribution of retirement and deferred comp stock and employee benefit option positions and perhaps end of taxed influenced gain/loss influenced transactions. - Tal Fletcher Mon, 14 Jan 2008 12:31:17 +0100 http://boombustblog.com/index.php?option=com_myblog&show=Bear-Fight---A-most-bearish-view-on-Bear-Stearns-in-a-bear-market.html&Itemid=92#comment-133 I was short on sleep again, and misread your comment, hence was a tad bit grouchy in the response. You have my apologies and I altered my response to be more fitting to your question. Unfortunately, I cannot answer it in the form that it is due to the fact that you are actually asking me for advice, and that is something that I cannot offer you. Everyone should get a minimum of 8 hours of sleep, or they will end up a grouch like me ;D - Reggie Middleton Mon, 14 Jan 2008 02:35:46 +0100 http://boombustblog.com/index.php?option=com_myblog&show=Bear-Fight---A-most-bearish-view-on-Bear-Stearns-in-a-bear-market.html&Itemid=92#comment-119 I'll try and keep it at the layment level, where it really belongs. Wikiedia, btw, is a wonderful resource that I use regularly. - Reggie Middleton Sat, 12 Jan 2008 08:20:36 +0100 http://boombustblog.com/index.php?option=com_myblog&show=Bear-Fight---A-most-bearish-view-on-Bear-Stearns-in-a-bear-market.html&Itemid=92#comment-114 I had one of my analysts compile the data from publicly available records, then forensically scrub them. If you read the posts and downloads on LEN, RYL, ABK, MBIA, and GGP, you will see that this method yields significantly different results than those attained by reading management's notes. Look at it simplistically. The world's largest MBS house has less than $1 billion of MBS and ABS in thier inventory? That, and I have this bridge in Brooklyn for sale... - Reggie Middleton Fri, 11 Jan 2008 16:33:07 +0100