{"id":55768,"date":"2009-11-30T14:14:56","date_gmt":"2009-11-30T19:14:56","guid":{"rendered":"http:\/\/mortgagenewsclips.com\/2009\/11\/30\/must-reads-robert-arnott-options-who-makes-money-clos-securitization-future\/"},"modified":"2009-11-30T14:14:56","modified_gmt":"2009-11-30T19:14:56","slug":"must-reads-robert-arnott-options-%e2%80%93-who-makes-money-clos-securitization-future","status":"publish","type":"post","link":"https:\/\/mereja.media\/index\/55768","title":{"rendered":"MUST READS: Robert Arnott, Options \u2013 Who makes money?, CLOs, Securitization Future"},"content":{"rendered":"<p><a href=\"http:\/\/billcoppedge.com\/\"><img loading=\"lazy\" decoding=\"async\" style=\"border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px\" border=\"0\" alt=\"Bill-Coppedge\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/Bill-Coppedge41.jpg\" width=\"81\" height=\"121\"><\/a>&nbsp;&nbsp; <a href=\"http:\/\/mortgagenewsclips.com\/\"><img loading=\"lazy\" decoding=\"async\" style=\"border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px\" border=\"0\" alt=\"original content selection by MortgageNewsClips.com\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/original-content-selection-by-MortgageNewsClips.com41.jpg\" width=\"244\" height=\"52\"><\/a> <\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<a href=\"http:\/\/www.rallc.com\/ideas\/pdf\/Fundamentals_200911.pdf\"><img loading=\"lazy\" decoding=\"async\" style=\"border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px\" border=\"0\" alt=\"ra1\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/ra1.png\" width=\"253\" height=\"135\"><\/a> <a href=\"http:\/\/www.rallc.com\/ideas\/pdf\/Fundamentals_200911.pdf\"><img loading=\"lazy\" decoding=\"async\" style=\"border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px\" border=\"0\" alt=\"ra2\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/ra2.png\" width=\"272\" height=\"144\"><\/a> <\/p>\n<p><a href=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/research-affiliates.png\"><img loading=\"lazy\" decoding=\"async\" style=\"border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px\" border=\"0\" alt=\"research-affiliates\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/research-affiliates_thumb.png\" width=\"175\" height=\"65\"><\/a> <\/p>\n<p><strong>Must read&nbsp; &#8211; THE \u201c3-D\u201d HURRICANE FORCE HEADWIND<\/strong> &#8211; Robert D. Arnott &#8211; <strong>on deficit, debt, demographics, and asset allocation for the years ahead <\/strong>&#8211; <a href=\"http:\/\/www.rallc.com\/ideas\/pdf\/Fundamentals_200911.pdf\">RAFI Newsletter by Research Afiliates<\/a>&nbsp; &#8211;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <a href=\"http:\/\/www.investmentpostcards.com\/\">hattip Prieur du Plessis<\/a> <br \/>&#8212;&#8212;&#8212;&#8212;<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"http:\/\/www.surlytrader.com\/volatility-arbitrage\/\"><img loading=\"lazy\" decoding=\"async\" style=\"border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px\" border=\"0\" alt=\"surlyImpliedVsRealizedStats\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/surlyImpliedVsRealizedStats.jpg\" width=\"324\" height=\"115\"><\/a> <a href=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/surly-trader7.png\"><img loading=\"lazy\" decoding=\"async\" style=\"border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px\" border=\"0\" alt=\"surly-trader\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/surly-trader_thumb7.png\" width=\"244\" height=\"39\"><\/a> <\/p>\n<p><strong>Must read &#8211; Options, who makes more money? Buyers or sellers?&nbsp; &#8211; Do Black Swans Negate Option Premiums?<\/strong> &#8211; <a href=\"http:\/\/www.surlytrader.com\/volatility-arbitrage\/\">Surly Trader<\/a> <\/p>\n<p>&#8212;&#8212;&#8212;&#8212;<\/p>\n<p><a href=\"http:\/\/narrowtranche.blogspot.com\/2009\/11\/clo-market-may-be-making-comeback.html\"><img loading=\"lazy\" decoding=\"async\" style=\"border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px\" border=\"0\" alt=\"soberclo\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/soberclo.png\" width=\"295\" height=\"186\"><\/a> <a href=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/sober-look7.png\"><img loading=\"lazy\" decoding=\"async\" style=\"border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px\" border=\"0\" alt=\"sober-look\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/sober-look_thumb7.png\" width=\"198\" height=\"54\"><\/a> <\/p>\n<p><strong>liquidity returning? &#8211; The CLO market may be making a comeback <\/strong>&#8211; Amazingly, the primary CLO market, which has been shut down since late 2007, may be making a comeback in 2010. The volumes will be a fraction of the peak, the capital structure will be simple, and the equity structures will be thicker, but the deals will get done &#8230; This may be the first securitization market that comes back (even as a shadow of what it used to be) without government (TALF) assistance. &#8230; &#8211; <a href=\"http:\/\/narrowtranche.blogspot.com\/2009\/11\/clo-market-may-be-making-comeback.html\">Sober Look Blog<\/a> <\/p>\n<p>&#8212;&#8212;&#8212;&#8212; <\/p>\n<p><a href=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/seeking-alpha15.png\"><img loading=\"lazy\" decoding=\"async\" style=\"border-right-width: 0px; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px\" border=\"0\" alt=\"seeking-alpha1\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2009\/11\/seeking-alpha1_thumb5.png\" width=\"156\" height=\"51\"><\/a> <\/p>\n<p><a href=\"http:\/\/seekingalpha.com\/article\/175287-the-future-of-the-securitization-business-part-i\"><strong>The Future of the Securitization Business, Part I &#8211; Daniel Harrison &#8211; Seeking Alpha<\/strong><\/a><strong> <\/strong><\/p>\n<p><a href=\"http:\/\/seekingalpha.com\/article\/175288-the-future-of-the-securitization-business-part-ii\"><strong>The Future of the Securitization Business, Part II &#8211; Daniel Harrison &#8211; Seeking Alpha<\/strong><\/a><strong> <br \/><\/strong>Part One is pessimistic<br \/>Part 2 is optimistic <\/p>\n<div class=\"feedflare\">\n<a href=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?a=t3UsNcz3Jdg:XFwYfVPE6uw:yIl2AUoC8zA\"><img decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?d=yIl2AUoC8zA\" border=\"0\"><\/img><\/a> <a href=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?a=t3UsNcz3Jdg:XFwYfVPE6uw:D7DqB2pKExk\"><img decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?i=t3UsNcz3Jdg:XFwYfVPE6uw:D7DqB2pKExk\" border=\"0\"><\/img><\/a> <a href=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?a=t3UsNcz3Jdg:XFwYfVPE6uw:F7zBnMyn0Lo\"><img decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?i=t3UsNcz3Jdg:XFwYfVPE6uw:F7zBnMyn0Lo\" border=\"0\"><\/img><\/a> <a href=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?a=t3UsNcz3Jdg:XFwYfVPE6uw:V_sGLiPBpWU\"><img decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?i=t3UsNcz3Jdg:XFwYfVPE6uw:V_sGLiPBpWU\" border=\"0\"><\/img><\/a>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~r\/mortgagenewsclips\/qTBe\/~4\/t3UsNcz3Jdg\" height=\"1\" width=\"1\"\/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp;&nbsp; &nbsp; &nbsp; Must read&nbsp; &#8211; THE \u201c3-D\u201d HURRICANE FORCE HEADWIND &#8211; Robert D. Arnott &#8211; on deficit, debt, demographics, and asset allocation for the years ahead &#8211; RAFI Newsletter by Research Afiliates&nbsp; &#8211;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; hattip Prieur du Plessis &#8212;&#8212;&#8212;&#8212; &nbsp; Must read &#8211; Options, who makes more money? Buyers or sellers?&nbsp; &#8211; Do Black Swans [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-55768","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/55768","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/comments?post=55768"}],"version-history":[{"count":0,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/55768\/revisions"}],"wp:attachment":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/media?parent=55768"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/categories?post=55768"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/tags?post=55768"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}