THE DOT - if this turns orange or red be alert

Monday, October 6, 2008

Official calling now $2 tril. losses- $5-6 tril. more likely

Some people are making a killing on this TARP with their distressed funds, as the government will make the 300-400% guaranteed profits and no one else can participate. It's a closed club for some privileged players as Goldman, as a two former Goldman execs run the show Mr. Paulson and Mr. Hick (he will run the TARP). That is unbelievable that they are allowed to make money on the back of taxpayers without any risk, huge profits of many $10s of billions.

At the same time, the market overall will suffer more losses going up to $5-6 tril. (at least) over time. The worst thing that should be considered about the 'patriotic' attitude of Goldman executives, including former execs, is that they are pleasantly amused about the crises since for them its a huge opportunity to make money on back of taxpayers - that must be prohibited by the government but it seems the Bush administration works for them. Part of TARP says the toxic assets are bought from institutions that have gone bust and they are resellable to TARP - if that is the case that is an absolute no-go and should be stopped right away.

Excerpt from Bloomberg:

The Troubled Asset Relief Program, or TARP, signed into law by President George W. Bush Oct. 3, allows banks to sell toxic assets above current prices, driving down yields on some of their bonds relative to benchmarks, said Eugene Flood, chief executive officer at Smith Breeden Associates Inc, which manages $27 billion in fixed-income assets. Yields on AAA-rated securities composed of subprime or home-equity loans were near record highs.

The $2 trillion market for bonds tied to home loans that don't have the backing of Fannie Mae, Freddie Mac or Ginnie Mae has ``been priced down now at fire-sale prices because everyone's afraid to jump in,'' said Timothy Policinski, managing director at Cincinnati-based Fort Washington Investment Advisors Inc., which manages $22 billion in fixed-income.

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