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Deleveraging Continues

As leveraged assets go down in value, the leverage multiples go up. Adding to that multiple is the falling dollar and the fact that these assets are in reality debt deposits, not cash deposits, that were passed on in different forms to be leveraged over and over.

-Minyan Jim

Toddo on TV: Reality Bites for Yahoo

Minyanville Staff Aug 01, 2008 4:40 pm


	Markets, movers and more.

The reality inside Yahoo's (YHOO) shareholder's meeting: Management is being challenged. The reality outside Yahoo's shareholder's meeting: The company has the ingredients to create a global digital media powerhouse. How, when and with whom it realizes its potential remains to be seen.

No watch this! Toddo's staring intently at Morgan Stanley (MS), up 3% today. Also, MBIA (MBI) and Ambac (ABK), up 25% and 45% respectively.

In the Buzz & Banter segment, Todd discusses the action in Mastercard (MA) and Visa (V), noting that risk in this sector is a byproduct of the credit crisis affecting the consumer. Also discussed by Minyanville's top dog: Grateful Dead songs.

Tags: YAHOO, MA, MBIA, AMBAC, V, MASTERCARD, VISA


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