On 8/17/07, Julio Huato <[EMAIL PROTECTED]> wrote:
> Paul Krugman wrote in today's NYT:
>
> http://www.truthout.org/docs_2006/081707C.shtml
>
> > My guess is that [a solution to the
> > mortgage mess] would involve federal
> > agencies buying mortgages — not the
> > securities conjured up from these
> > mortgages, but the original loans —
> > at a steep discount, then
> > renegotiating the terms. But I'm
> > happy to listen to better ideas.
>
> Is this possible?  Those mortgages were securitized, pooled,
> "tranched" (sliced and diced), and traded.  You cannot buy the
> underlying asset directly.  Can you?
>

Of course it is possible, it'd just mean that the MBSes have to be
written down to reflect the eventual payout.

Indeed that would be a very fair solution i.e. hang the hedge fund
speculators out to dry and help the real victim - the homeowner
burdened with an unaffordable loan. That is why it will never happen.

-raghu.

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