Wednesday, April 28, 2010

Hello,

anyone interested in CDO, CDS, RMBS or Subprimes ? Got plenty !

3 comments:

  1. Thank you Quang.
    Sure, plenty.
    As you know, subprime/dodgy housing loans always exist. But in the past, they were kept on the books of the financial institutions that issued them, so the loss was quarantined to those issuers. For a long time before the global financial crisis, they were sliced up and bundled into securities that were on sold to investors, including other financial institutions, in the form of RMBS (backed up by CDOs and CDS - basically credit insurance instruments),so the toxic was disseminated widely and opaquely, in multiple magnitude.
    Institutional investors didn't understand the risks. Insurers didn't understand the risks but they went ahead and stamped the dodgy securities as AAA+, b/c they made $ that way. That's how the whole system abused one another.

    And now the GFC is working its way into a public debt crisis b/c the private liabilities under the GFC were largely capitalised into public debt under various stimulus packages. Greece, Portugal, Spain...who's next?
    Public spending/debt has got to be rolled back domestically. Reliance on bailouts by others (Germany principally) won't work!

    ReplyDelete
  2. Wow...you're like Wikipedia with glasses, Anh Nhon. ;^) But the real question to answer is: why the name "DJ"?

    ReplyDelete
  3. I used to play lots of American Top 40 songs on my CD player in my office at Treasury b/w breaks from work or at nights when we stayed back. Colleagues called me "DJ Tran". I am still playing, but less often now.

    ReplyDelete