tag:blogger.com,1999:blog-5580384468972060368.post5783598277202571721..comments2021-07-23T12:01:23.973-04:00Comments on Fiderer on GSEs and other stuff: False Equivalency of the Week: GSE Risk Sharing Like Synthetic CDOs Unknownnoreply@blogger.comBlogger9125tag:blogger.com,1999:blog-5580384468972060368.post-84892328796445249072016-01-24T23:35:13.289-05:002016-01-24T23:35:13.289-05:00The biggest problem with your analysis is that the...The biggest problem with your analysis is that the GSEs are not in fact selling off their guarantee obligations. They are selling a synthetic guarantee obligation - a derivative derived from a hypothetical basket of GSE insured bonds - which is why these are synthetic CDOs and not real CDOs. Douglas B. Levenehttps://www.blogger.com/profile/07916420802096618688noreply@blogger.comtag:blogger.com,1999:blog-5580384468972060368.post-16115899975944010142016-01-06T00:34:20.426-05:002016-01-06T00:34:20.426-05:00David,
At times the news and editorial blend and ...David,<br /><br />At times the news and editorial blend and are in discernable especially when editorial folks are making the news. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5580384468972060368.post-69034392099880031772016-01-04T23:13:31.228-05:002016-01-04T23:13:31.228-05:00I'd like to be extra clear about something tha...I'd like to be extra clear about something that may be obvious to Journal readers but not everyone else. The news side and the editorial side have always had a Jekyll and Hyde relationship. I have a lot of respect for the news side of The Wall Street Journal. <br />David Fidererhttps://www.blogger.com/profile/15647200044479655016noreply@blogger.comtag:blogger.com,1999:blog-5580384468972060368.post-41003134863866972472016-01-04T22:56:26.447-05:002016-01-04T22:56:26.447-05:00This comment has been removed by the author.Anonymoushttps://www.blogger.com/profile/12934785357222189704noreply@blogger.comtag:blogger.com,1999:blog-5580384468972060368.post-4871973345271339062016-01-04T17:23:13.045-05:002016-01-04T17:23:13.045-05:00Bravo, this analysis should be in one of the major...Bravo, this analysis should be in one of the major distribution papers. Anonymoushttps://www.blogger.com/profile/12360551407101364907noreply@blogger.comtag:blogger.com,1999:blog-5580384468972060368.post-82393381081623328022016-01-04T16:39:59.191-05:002016-01-04T16:39:59.191-05:00Excellent analysis.Excellent analysis.timkhttps://www.blogger.com/profile/14941138290115024947noreply@blogger.comtag:blogger.com,1999:blog-5580384468972060368.post-25299617632817758542016-01-04T16:30:56.452-05:002016-01-04T16:30:56.452-05:00Excellent explanation. Worth submitting as an op-e...Excellent explanation. Worth submitting as an op-ed piece to one of the bigger newspapers.<br />JeffJeff Woodhttps://www.blogger.com/profile/04870516878525014699noreply@blogger.comtag:blogger.com,1999:blog-5580384468972060368.post-68556863578403815342016-01-04T14:54:08.409-05:002016-01-04T14:54:08.409-05:00Thanks for the GSE risk sharing lesson, David. Ve...Thanks for the GSE risk sharing lesson, David. Very informative, which is more than I can say for anything John Carney writes.<br /><br />Keep up the good work!<br /><br />G. BuckmanUnknownhttps://www.blogger.com/profile/15882164310563196564noreply@blogger.comtag:blogger.com,1999:blog-5580384468972060368.post-88823134654450296522016-01-04T14:36:41.751-05:002016-01-04T14:36:41.751-05:00Nice work, David.
You'll probably have to mat...Nice work, David.<br /><br />You'll probably have to match those first two thousand plus communications efforts, because indoctrinated people are stubborn and don't like to give up their ideas, even when those ideas are wrong.Bill Malonihttps://www.blogger.com/profile/17459277100798719104noreply@blogger.com