tag:blogger.com,1999:blog-34445017.post6879207972256524917..comments2023-09-12T02:23:44.718-07:00Comments on Rational Angle: Update on Fairfax's CDS PortfolioNnejadhttp://www.blogger.com/profile/04225041402271973839noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-34445017.post-81837222152404749132007-10-18T13:54:00.000-07:002007-10-18T13:54:00.000-07:00Unfortunately, news about default spreads has not ...Unfortunately, news about default spreads has not been really available since the panic in August. But people were doubting that the subprime problem would get any worse- that is impossible to say now. <BR/>Fairfax said last quarter that they viewed these hedges as more long term holdings, but if prices were right they would sell. So I can't really comment on whether they monetized yet or not, but I think a lot of these companies will go insolvent and I believe Fairfax is thinking the same thing.Nnejadhttps://www.blogger.com/profile/04225041402271973839noreply@blogger.comtag:blogger.com,1999:blog-34445017.post-87264933954863809112007-10-18T12:20:00.000-07:002007-10-18T12:20:00.000-07:00Any idea where the CDS is trading or if they monet...Any idea where the CDS is trading or if they monetized any of it?Vanitay Prabakashhttps://www.blogger.com/profile/05024556885689008062noreply@blogger.com