Comments on: What Do AIG, FNM, FRE (and GE) Have in Common? http://www.ritholtz.com/blog/2009/03/what-do-aig-fnm-fre-and-ge-have-in-common/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Sat, 20 Mar 2010 02:10:15 -0400 http://wordpress.org/?v=2.9.2 hourly 1 By: usphoenix http://www.ritholtz.com/blog/2009/03/what-do-aig-fnm-fre-and-ge-have-in-common/comment-page-1/#comment-150943 usphoenix Fri, 06 Mar 2009 00:15:37 +0000 http://www.ritholtz.com/blog/?p=20879#comment-150943 Thanks Jack. Good. I'm still having people ask me about the market. Clueless. And in particular, GE. When I try to steer them away they want to argue. Oh well. Hey, GE could double or bust. Right now I wouldn't touch them with a ten foot pole and a condom. Truth is most potential buyers remember the old GE: a manufacturer of world renown. Not the new hollowed out GE Capital finance company. Thanks Jack. Good. I’m still having people ask me about the market. Clueless. And in particular, GE.

When I try to steer them away they want to argue. Oh well. Hey, GE could double or bust. Right now I wouldn’t touch them with a ten foot pole and a condom.

Truth is most potential buyers remember the old GE: a manufacturer of world renown. Not the new hollowed out GE Capital finance company.

]]> By: leftback http://www.ritholtz.com/blog/2009/03/what-do-aig-fnm-fre-and-ge-have-in-common/comment-page-1/#comment-150737 leftback Thu, 05 Mar 2009 17:02:44 +0000 http://www.ritholtz.com/blog/?p=20879#comment-150737 Great insight, Jack. C just broke the buck, GE making a higher low. Ugly, ugly day. Great insight, Jack. C just broke the buck, GE making a higher low. Ugly, ugly day.

]]> By: Keith D. http://www.ritholtz.com/blog/2009/03/what-do-aig-fnm-fre-and-ge-have-in-common/comment-page-1/#comment-150603 Keith D. Thu, 05 Mar 2009 13:43:08 +0000 http://www.ritholtz.com/blog/?p=20879#comment-150603 Great article, I was wondering why GE was priced so low. Rep arbitrage is a good description, we can add that to the venacular of today's financial world. Great article, I was wondering why GE was priced so low. Rep arbitrage is a good description, we can add that to the venacular of today’s financial world.

]]> By: d4winds http://www.ritholtz.com/blog/2009/03/what-do-aig-fnm-fre-and-ge-have-in-common/comment-page-1/#comment-150549 d4winds Thu, 05 Mar 2009 10:22:04 +0000 http://www.ritholtz.com/blog/?p=20879#comment-150549 I second the comment by "How the Common Man Sees It". reputational arbitrage is an excellent description. I second the comment by “How the Common Man Sees It”. reputational arbitrage is an excellent description.

]]> By: dunnage http://www.ritholtz.com/blog/2009/03/what-do-aig-fnm-fre-and-ge-have-in-common/comment-page-1/#comment-150546 dunnage Thu, 05 Mar 2009 06:24:11 +0000 http://www.ritholtz.com/blog/?p=20879#comment-150546 Wall Street actually took Milken's Method and sold molecules of AAA paper to one another; and then to the world. Now for the closing act of Death of a Salesman. Wall Street actually took Milken’s Method and sold molecules of AAA paper to one another; and then to the world. Now for the closing act of Death of a Salesman.

]]> By: How the Common Man Sees It http://www.ritholtz.com/blog/2009/03/what-do-aig-fnm-fre-and-ge-have-in-common/comment-page-1/#comment-150537 How the Common Man Sees It Thu, 05 Mar 2009 05:41:39 +0000 http://www.ritholtz.com/blog/?p=20879#comment-150537 Ratings arbitrage. That's a good one :) Ratings arbitrage. That’s a good one :)

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