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Full Version: Risk , The Problem Of Induction. The Help Came From Dt
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Now just beware of anything related with a too much overlooked problem, The Problem of Induction (define futures events having their occurrence based on a inference process, building a structure of assumptions each one based on the fact that the prior assumption wiill be true....--> castle card law...): as a matter of fact -quoting Hume - "there is nothing in any object, considered in itself, which can afford us a reason for drawing a conclusion beyond it; and, that even after the observation of the frequent or constant conjunction of objects, we have no reason to draw any inference concerning any object beyond those of which we have had experience."
Beware...

Copyright Sofipar Deux

DO NOT COPY , FORWARD OR REPRODUCE IN PART OR IN TOTA
L. WRITTEN CONSENT IS COMPULSORY .

Philosophical matters apart: Now at 4:07 AM CET , mark this moment. Stamp it clearly in your mind.

Wonderful , epocal, long waited moment.

If 1218.25 will be taken out we will see very likely the whole system falling apart.

Melting into a full force W5 .

There will be the time in which you'll be able to buy stocks at "regular" multiples.

Say bye bye to your banker since you will not see him anymore: FIRED.

Maybe . Or maybe not. It dipends by how you see the reality. In the meanwhile , he who has been wise and able to use DT, pumped money into his /her account.

Have a nice start of the week: I already did mine tonight.

Enjoy.
FOR YOUR INFO CARLYLE CAPITAL CORP. IS THE MOST INFLUENTIAL AND POLITICIZED OF THE WORLD. AMONG ITS PARTNERS YOU CAN FIND FROM SAUDI FAMILY TO AGNELLI'S IN ITALY AND IN USA ..... YOU GOT IT RIGHT?

2 WEEKS AGO RECEIVED A MARGIN CALL.

AND THAN....:






Carlyle Capital to be wound up

By Marin Arnold, Private Equity Correspondent
Published: March 17 2008 10:19 | Last updated: March 17 2008 10:19

Carlyle Capital Corporation is to be wound up after the $22bn Amsterdam-listed mortgage fund said its shareholders had approved an application for a court appointed liquidator to sell its remaining assets.
The move sounds the death knell for an abortive attempt by the Carlyle Group, one of the world's biggest private equity groups, to tap public markets for an ill-timed and highly leveraged venture into mortgage-backed securities.
"The company will now move forward with the winding up and liquidation application," CCC said in a statement. "During a compulsory winding up, all remaining CCC assets will be liquidated by a court appointed liquidator in a timely and orderly manner."
The liquidation will take place in Guernsey, where the fund is registered. CCC said it had received default notices from its remaining two lenders and added that its liabilities now exceeded its assets.
Its board recommended liquidation "following extensive analysis of the company's prospects and careful consideration of other options for continuing the business".
"The company will work with the court appointed liquidator to ensure an orderly realization of assets and their subsequent distribution," it said.
CCC, 15 per cent owned by executives of the Carlyle Group, said last week its banks were likely to take possession of its remaining assets and liquidate them after it ran out of cash to meet margin calls – demands for more collateral – that exceeded $400m.
The fund's implosion represents one of the most dramatic casualties in the sector as lenders pull back from risk. One of its biggest lenders was Bear Stearns, the sricken investment bank bailed out by the Federal Reserve last week. Other big lenders were Citigroup, Bank of America, JP Morgan and UBS.
The fund, which had $31 of debt for every $1 of its own, had hoped to use its massive borrowings to generate higher returns from investments in highly rated mortgage securities.
Its strategy was undone by the turmoil in the mortgage markets, dealing a heavy blow to the reputation of Carlyle, one of the world's biggest private equity groups, and raising questions about whether it became too diversified.
Investors in CCC – many who also back Carlyle's buy-out funds – are asking why it was so late in cutting back on its use of borrowed money.
Shares in CCC, which floated at $19 in July, have fallen to below $1 in recent weeks. Though they rallied slightly on Friday after David Rubenstein, co-founder of the Carlyle Group, pledged to compensate investors.


Copyright The Financial Times Limited 2008
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