Comments on Fund My Mutual Fund: I Didn't Realize US Comptroller Resigned

Thanks BD, appreciate the comments.

2008-02-26T11:38:00.000-05:00

Thanks BD, appreciate the comments.

Thanks, Mark. Investing in either seems like a ga...

2008-02-25T20:25:00.000-05:00

Thanks, Mark. Investing in either seems like a gamble right now - strong downward trendline vs kool aid effect and/or private going private.

Keep up the good work on your posts. I enjoy reading every one of them.

-BD

Wait, private equity goes private? THats a concept...

2008-02-25T13:05:00.000-05:00

Wait, private equity goes private? THats a concept!

Talk about marking a top - when BX came public.

I cannot analytze BX or FIG just like I cannot analyze GS, LEH, etc - they are all big black boxes.

If you believe credit continues to dry these companies continue to walk away from businesses claiming "market conditions have changed" and thats how they were making money, buying companies, loading them up with debt and charging them for the honor. "Value add" baby.

I am sure they will spike with the rest of the financials whenever they spike. I just have no way to analyze them.

It will definitely be interesting to hear what Wal...

2008-02-25T12:28:00.000-05:00

It will definitely be interesting to hear what Walker has to say now that he's resigned!

Speaking of Blackstone, do you have any thoughts on the future prospects of BX and FIG? Share prices of both since IPO are horrific, and regulation against public hedge funds will probably only get worse the more our economy unwinds. Do you think there's any likelihood they would use cash to buy themselves out and go private again?

-BD