whatok

62 ms·

481.
by whatok 9y ago
Real-time (compared to equities) pricing as you know it does not exist in mortgages and would not be enabled by what you're describing. Transparency in something like this also does not help in the case of massive gaps downward in pri
482.
by whatok 9y ago
Some of these things could be specced in an obfuscated or completely fragmented way that no one really had any great idea of what the complete product was. That said, there had to have been someone who integrated everything together.
483.
Black and Blue: IBM hires Bain to cut costs, up productivity(theregister.co.uk)
4 points by whatok 9y ago|0 comments
484.
GSO Beats Rival Funds to Hovnanian Deal in Credit Swaps Showdown(bloomberg.com)
1 points by whatok 9y ago|0 comments
485.
In Major Shift, Amazon, Salesforce Move Away from Oracle(theinformation.com)
8 points by whatok 9y ago|0 comments
486.
by whatok 9y ago
Harvey Weinstein, several actors, tech people, politicians, etc who were serial harassers/assaulters were all outspoken on "women's rights" and feminist causes. It's very easy to think your own identical behavior i
487.
by whatok 9y ago
Mohamed Bouazizi in 2011 is the only comparable in the list from what I can tell.
488.
by whatok 9y ago
Previous winner list: https://ig.ft.com/sites/person-of-the-year/
489.
by whatok 9y ago
More leverage = much higher chance of getting caught.
490.
by whatok 9y ago
Do not know about impact but Ronan Farrow's Weinstein story was published in October and put together over the course of a ten month investigation [0]. Susan Fowler's blog was posted in February. I'd imagine Farrow probably
491.
by whatok 9y ago
So now you're claiming that the only reason why Jim Simons donates is to evade taxes?
492.
by whatok 9y ago
How are you evaluating their alpha then?
493.
by whatok 9y ago
Only the Medallion fund.
494.
by whatok 9y ago
So the IRS and SEC took action against them because everything you're describing is surely illegal, right?
495.
by whatok 9y ago
You don't notice the other firms because they've likely not been in existence as long and do not run as much money as Rentech does. Rentech has public pension money in it which by itself will attract more scrutiny. Chances are i
496.
by whatok 9y ago
Think about how much material insider info they would need to get their returns on their AUM. Then think about that on the timeframe the Medallion fund has been in existence.
497.
by whatok 9y ago
All of the outstanding bonds except two of their smaller issues are being quoted above/close to par. CDS has not been triggered yet so can't really say but around those prices BX would probably lose money.
498.
by whatok 9y ago
CDS are traded in standard contracts and it would require a lot committee-ish type work to get things changed along with the fact that I'm not even sure how you would define this type of trade in a clear way. Really doesn't happe
499.
by whatok 9y ago
Below link has a primer on auctions as well as results: http://www.creditfixings.com/CreditEventAuctions/fixings.jsp
500.
by whatok 9y ago
Not sure I necessarily agree with the point about making it easier for companies to raise money. I agree with it at face value but not based on what usually happens in the market. Chances are, if there's liquid CDS for an issuer, th
501.
by whatok 9y ago
I've read the Solus letter and like I said earlier, no comment on legality as that's not my domain. Just wanted to point out previous BX case.
502.
by whatok 9y ago
RE: 1, single name bespoke CDS are rarely traded nowadays especially given that more and more names are cleared now.
503.
by whatok 9y ago
Not going to comment on the legality of this but this isn't the first time BX has done this and nothing happened previously. See [0]. I actually don't necessarily have a problem with this as the underlying company theoretically
504.
by whatok 9y ago
Both Baidu and Ali Baba are listed in the US in the form of depository receipts. You're not going to see any non-Chinese investor exert any meaningful influence over either of those companies as a result.
505.
by whatok 9y ago
historical volatility on pretty much any time window is well north of 30%
506.
by whatok 9y ago
Random people in your country are not the target audience for this.
507.
AT&T Faces U.S. Antitrust Suit Over Time Warner Deal(bloomberg.com)
1 points by whatok 9y ago|0 comments
508.
Retailer’s Co-Founder to Reap Millions in IPO. Her Ex-Partner Is a Footnote(wsj.com)
2 points by whatok 9y ago|0 comments
509.
by whatok 9y ago
That entry is extremely opinionated and does not necessarily reflect reality in all cases. The part on CDS "incentives" highly depends on what CDS and bonds owned (a lot of CDS in this case used as a hedge) and a lot of people lo
510.
by whatok 9y ago
Wow.

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