Ander's Market Theories

[AnderL]

GS bought the wachovia monkey wrench. short term that hurts them but they are eyeing the bailout prize now. so the game changed to steal a current meme. they temporarily catch the toxic CDO bug so they get the cure Doctor Paulson is dishing out for free.

I'm curious to see,once the short selling ban comes off how the puts get repriced and what that does to SKF. I think everyone is anticipating it ahead of Thursday.