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Financial Crisis

September 12, 2008

Analysis of:Wall Street's Fears on Lehman Bros Batter Markets | www.nytimes.com

1) The financial crisis is not over, as we have just seen the first year of consolidation2) Lehman was in trouble even before the message emerged3) Lvel three assets are the pain to come. Regulators and self regulatory authorities have to come up with an independent third party pricing evaluating requirement.

Only Deutsche could have really interest in Postbank

September 12, 2008

Analysis of:Santander Said to Revive Talks on Postbank Purchase | www.bloomberg.com

1) Germany is a fractionized market when it comes to retail banking2) Santander will have no added value with Postbank, as it will be still insignificant by market share after Postbank merger.3) Deutsche is climbing-up retail market share to smooth its volatile investment banking income.

CDO cycle

September 12, 2008

Analysis of:CDO Performance Outlook Cut on Increased Defaults, Moody's Says | www.bloomberg.com

Investors have to rebalance protfoliosEvaluating and monitoring risk and manager performance is crucialevery CDO will run through credit cycle

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