tag:blogger.com,1999:blog-9067736168494850179.post8719361156986791502..comments2023-07-06T11:04:39.992-04:00Comments on upsidetrader: Bank Of Lehamericawideupsidetraderhttp://www.blogger.com/profile/05867859698563421515noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-9067736168494850179.post-631431403295544472008-09-13T19:22:00.000-04:002008-09-13T19:22:00.000-04:00hey stewieas always you're too kind-unparalleled, ...hey stewie<BR/>as always you're too kind-unparalleled, i am far from it,but thanks.<BR/>i think all this "stuff" that's going on with the financials is just a band-aid on cancer. It's all part of the final flushout because we need to see outright bankrupcies and government intervention-in my opinion the easy money has been made BUT there are still names that just might not make it-and I mean big names.<BR/>If you own a restaurant and things get tough, if you sell the kitchen equipment to raise money, you take care of the creditors-but no one is coming back to eat--because there is nothing left.<BR/>MER and AIG lok horrible-MER is trading down because they won't get the scraps from LEH because institutions want to go to strong hands like a GS, and MER is now perceived as weak-they have huge problems-i don't think anything that AIG,WM or LEH do on Monday changes anything-just passing the torch of toxicity to a stronger hand--until the next shoe drops.upsidetraderhttps://www.blogger.com/profile/05867859698563421515noreply@blogger.comtag:blogger.com,1999:blog-9067736168494850179.post-29678041057623941002008-09-13T17:52:00.000-04:002008-09-13T17:52:00.000-04:00upside: your inner knowledge of the banking crisis...upside: your inner knowledge of the banking crisis is unparalleled. why do you think AIG and MER could fall another 30% from here? would any deal with the help of JPM or Black Rock help AIG this weekend?Stewiehttps://www.blogger.com/profile/18426469322190080207noreply@blogger.com