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Nixing 'Mark to Market' Won't Solve the Problem

I agree that Lehman, Wachovia, et.al. would probably have failed even under looser accounting rules. However, I think at this point we have to give cashflow positive financials a bit of breathing room. Let private capital gamble on whether the higher marks are correct or not. It serves nobody but the vultures to force an otherwise going concern to mark their stuff at the price of the most distressed player in the industry.
Oct 01 15:54 pm |Rating: 0 0 |Link to Comment |View article
Mortgage Resets: Subprime May Be Ending, Option ARMs Have Just Begun

All these charts that I've seen graph only the first reset. A lot of the reset pain has been put off by the massive Fed cuts, but if (more like, when) they are forced to raise rates to curb inflation, the loans that have not defaulted by that time will come right back to the forefront.
Apr 17 09:06 am |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

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Bearish Calls:

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Pent up demand

Comment Stream » WB

Filter comments by:

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Nixing 'Mark to Market' Won't Solve the Problem

Mortgage Resets: Subprime May Be Ending, Option ARMs Have Just Begun

Pent up demand's Comments Stream Stats

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