Very interesting analysis, and nicely contrarian for those who, like me, wonder how stupid the banks who are claiming they didn't know there was a shorting coun

Very interesting analysis, and nicely contrarian for those who, like me, wonder how stupid the banks who are claiming they didn't know there was a shorting counterparty think the public is. Credit goes to @jballanc on this thread: http://news.ycombinator.com/item?id=1292611 http://news.ycombinator.com/item?id=1292611