I think ML IB should continute to carry ML's brand. BOA's IB does not stand on the same level as ML does.
美国已经光速步入共产主义
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学习好多知识从这个帖子，谢谢几个牛mm
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以下是引用Caffeine在2008-9-15 12:20:00的发言：
本来想说要是fed介入，肯定为了避免moral hazard,每股也就卖个2块钱。这下倒好，落井下石撒手不管了。
希望他们还能卖出去neuberger,然后shareholders还能有点钱省下。maybe just my wishful thinking....
go back to work now. what a day.sigh.
我们猜是FED ML和Leh 两家只能救一家，但是Leh的size太小了，只有Ml的1／3，所以对市场的震荡没有Ml那么大，所以就去救Ml,不得已放弃Leh了.......本来想说要是fed介入，肯定为了避免moral hazard,每股也就卖个2块钱。这下倒好，落井下石撒手不管了。
希望他们还能卖出去neuberger,然后shareholders还能有点钱省下。maybe just my wishful thinking....
go back to work now. what a day.sigh.
对Leh的感情很复杂......就是它三个多月前，在fannie和freddie第2季度报表发布之前20多天，这两家公司处于SEC规定的封口期无法回应无法评论的时候，它家号称自己的最好的analyst发布信息说fannie和freddie的capital不够了，导致了市场恐慌，然后自己take了short position，从中牟利不少（但是它家的窟窿太大了，根本不够填）。它家在WSJ放的风，开始trigger了整个financial industry开始melt down；但是它当时可能自己也没有想倒，自己也玩完了,而且政府不打算救它..............
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以下是引用Caffeine在2008-9-14 19:46:00的发言：
i thought that the Fed wouldn't allow LEH to go bankrupt. I don't think many people expected it either. Will be a crazy day to unwind...
good for Ken Lewis. Finally there is hope to match JP.
i thought that the Fed wouldn't allow LEH to go bankrupt. I don't think many people expected it either. Will be a crazy day to unwind...
good for Ken Lewis. Finally there is hope to match JP.
FED不能也没法在bail out了, 说明1929年大危机以后的政府干预体系的倒掉
