Comments on: Lehman Brothers earnings: loss of $3.9 billion http://www.creditwritedowns.com/2008/09/lehman-brothers-earnings-loss-of-39.html a finance news and opinion site Fri, 19 Mar 2010 10:33:05 +0000 hourly 1 By: Edward Harrisonhttp://www.creditwritedowns.com/2008/09/lehman-brothers-earnings-loss-of-39.html#comment-270 Edward Harrison Wed, 10 Sep 2008 13:42:00 +0000 http://www.creditwritedowns.com/2008/09/lehman-brothers-earnings-loss-of-39-billion.html#comment-270 I would sell honestly. The reason is that when times are tough and market risk is high one needs to hunker down. A relative told me they doubled down on FNM and FRE right before the bankruptcy. One never knows what to expect.<br/><br/>If you had to invest in an investment bank, why not GS? There's no reason to take on LEH here. See my pair trades here:<br/><br/>http://www.creditwritedowns.com/2008/08/relative-value-in-financial-services.html I would sell honestly. The reason is that when times are tough and market risk is high one needs to hunker down. A relative told me they doubled down on FNM and FRE right before the bankruptcy. One never knows what to expect.

If you had to invest in an investment bank, why not GS? There’s no reason to take on LEH here. See my pair trades here:

http://www.creditwritedowns.com/2008/08/relative-value-in-financial-services.html

]]> By: MABhttp://www.creditwritedowns.com/2008/09/lehman-brothers-earnings-loss-of-39.html#comment-269 MAB Wed, 10 Sep 2008 12:41:00 +0000 http://www.creditwritedowns.com/2008/09/lehman-brothers-earnings-loss-of-39-billion.html#comment-269 Ed,<br/><br/>Buy or sell LEH here? Ed,

Buy or sell LEH here?

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