La visión cautelosa
Larry888nyc contesta a Bopfan:
In regrds to your comments in posting "Larry's vulgar imagery notwithstanding, of course they're worried".
I haven't given the turkey and trimmings to Tepper yet, that's why I am so adamant about the "pin" plan.
IMHO, JPM, FDIC and the whole lot of them are better off doing a deal directly with equity because the dollars and assets are there to do it and close the door to this fiasco forever. Kosturos is only one step ahead of Bubba if lawsuits fly and the FDIC and JPM have a wagon load of problems ahead despite the whitewash given them by JMW.
If you think that Rosen is a turncoat and goes where the next dollar is, then you have to believe that Tepper is a total other species, that crawls on his belly. He will do anything possible to beat a loop-hole out of WMG, despite the comfort zone you are in. Bottom line, we have not varied in our "presumptions" other than minor thoughts from day one..but we have both been wrong on some, WMG in particular..and how he throwed us to the wolves.
WMG isn't wasting there time trying to put a olive branch out to the EC they are whipping their underlings to come up with another ruse, plan of deceit, arcane ruling, peanut contribution down Equity's throat in a cram down coming to your neighborhood soon.
I would love to believe in your beliefs, as they are well founded, but we are here in the blind, that being, we are not in the fight on WMI's and the EC level and as far as I'm concerned, because I can't see all the dynamics that are going on I have to rely on my intution..and that says to me; DO NOT TRUST ROSEN, DO NOT TRUST TEPPER, THEY HAVE A DECEITFUL AGENDA AND WILL PUSH IT BEYOND WHAT WE FEEL IS CREDIBLE !
Love you BOP, as you have been a godsend..but as much as I honor your savvy, is as much as I distrust Rosen & Co..and will not change my mind until I see the wooden stake in Teppers heart. Call me "skittish, untrustful, angry, reticent and maybe vulgar"..that's my passion and it's exactly how I feel" !
All Hail Bop !