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Look at the mirror

March 16, 2009

Analysis of:AIG Executives receive bonus | www.cnn.com

-Contractual bonuses should not have been a surprise. - We are a country that needs to abide by rule of law (whether it is good or bad). - The media does a disservice by not explaining the story within context. It is more interesting to say "AIG paid billions in bonus from TARP money" rather that "AIG agreed to honor its obligations".

SEC may finally get something right.

March 13, 2009

Analysis of:SEC won't suspend mark to market - source | money.cnn.com

- Mark to market is necessary for risk management - Even do disruptive markets may distort prices, there is a price for everything. - Even though the price of an asset may not be equivalent to the value of the asset, the market price should be used to gauge risk and position level. - When times were good and prices of assets significantly exceed the value, companies were not complaining about why they had to "write-up" their assets. They took advantage of that scenario and benefited from it. Now when the table have turned, they are crying foul. They should not be allowed to have it both ways. - FAS157 is not perfect, but it is the best thing we have to provide a transparent picture to the investing public. If management has something to explain, that is what disclosures are for.

LNG - The Cross Border, Global Arbitrage Opportunity?

November 10, 2008

Analysis of:Centrica secures LNG cargo from Qatar | www.ogj.com

- LNG imports into the UK may reduce reliance on Russian gas - Zeebrugge hub importance played down - LNG hope and reality not congruent - UK LNG is about $10/mmbtu vs LNG at Lake Charles which is about $5/mmbtu. Russian gas is an unknown.

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