• 22 Oct 2008 at 11:00 AM

This Proves NOTHING

Some Congressman, not sure who ’cause I missed his name, just brought up the following IM conversation between two S&P employees, to former residential mortgage ratings managing director, Frank Raiter, from several months back (no name check on the deal but surely the DB brain trust can hazard a guess):
S&P employee #1: By the way that deal is ridiculous
S&P employee #2: I know, right. That model definitely does not capture half the risk
S&P employee #1: We should not be rating it.
S&P employee #2: We rate every deal. It could be structured by cows and we would rate it.
Congressman: What do you think this means, Mr. Raiter?
Raiter: Um…I don’t know…I guess a casual acceptance of these things.
Sean Egan (of Egan-Jones) chimes in: Perhaps that cow was particularly talented?

Comments (45)

  1. Posted by guest | October 22, 2008 at 11:13 AM

    Cows have always had a long and glorious association with the field of economics. Being half of the “Guns and Butter” equation gives them an insight into these things at a genetic level.

  2. Posted by guest | October 22, 2008 at 11:14 AM

    and CNBC is back to reading and reporting dealbreaker stories!

  3. Posted by guest | October 22, 2008 at 11:15 AM

    Bovine Hazard LLC

  4. Posted by Anal_yst | October 22, 2008 at 11:16 AM

    That IM convo should be the beginning, and end, of these hearings, since it clearly and consisely captures the essence of what happened.

  5. Posted by guest | October 22, 2008 at 11:19 AM

    cows get fucked by bulls

  6. Posted by guest | October 22, 2008 at 11:23 AM

    they know their shit
    e-COW-nomics
    ~M

  7. Posted by guest | October 22, 2008 at 11:24 AM

    and bulls get A-raped by bears

  8. Posted by guest | October 22, 2008 at 11:29 AM

    I have a deja-vu

  9. Posted by guest | October 22, 2008 at 11:37 AM

    Those clowns at the rating agencies should all be thrown in prison.

  10. Posted by guest | October 22, 2008 at 11:39 AM

    - cows must merge with bulls to survive
    - too lowing didn’t read

  11. Posted by guest | October 22, 2008 at 11:39 AM

    S&P and Moodys are getting raped in this hearing. Souder is just barebacking the shit out of them.

  12. Posted by guest | October 22, 2008 at 11:39 AM

    I used to work at S&P and for Raiter. Not an aptly named man. Nice guy, empty suit. I was a young lad who rated MBS. Dropped my pool into “Levels” and the model spit out rating levels. Then I went to an initial committee. Then there was massive cajoling by the banker on the deal to negotiate better levels, or negotiate a better paydown structure. The banker was usually very aggressive and bright and had a much better grasp than I (having just graduated from B school with no mortgage experience). Was a brutal process and you always felt inclined to please the banker unless he was a complete d bag as you were always thinking about the next stop on the career path. Mgmt at S&P, while initially well-intended and “pure” eventually caved to the sales culture instilled by McGraw-Hill mgmt. I now work at a bank. Go figure. Anyway, in the future, bondholders need to direct this process, not the banks.

  13. Posted by guest | October 22, 2008 at 11:41 AM

    This will mooooove the market.
    SPODE

  14. Posted by guest | October 22, 2008 at 11:43 AM

    - cows must merge with bulls to survive
    - too lowing didn’t read

  15. Posted by guest | October 22, 2008 at 11:44 AM

    This is eerily similar to the stock analyst rating text messages of the dot-com boom.

  16. Posted by guest | October 22, 2008 at 11:44 AM

    There is no spoon.

  17. Posted by guest | October 22, 2008 at 11:45 AM

    #9 criminal-type liability is definitely not out of the question

  18. Posted by guest | October 22, 2008 at 11:48 AM

    Anyone know where I can find a video of this testimony?

  19. Posted by guest | October 22, 2008 at 11:49 AM

    Get to the chopper!

  20. Posted by guest | October 22, 2008 at 11:50 AM

    ditto on 18′s question. On Cspan?

  21. Posted by guest | October 22, 2008 at 11:58 AM

    @20 Its on cspan.

  22. Posted by guest | October 22, 2008 at 12:02 PM

    If we can agree what a 34-C is, why cant we agree on Alt-A?

  23. Posted by guest | October 22, 2008 at 12:06 PM

    Didn’t Spitzer call Sandy Weill a “talking pig”

  24. Posted by guest | October 22, 2008 at 12:13 PM

    I’m going to Applebees for lunch and will mail Bess the spoon I stole. Bess loves receiving random items in the mail.
    LOVES IT!
    Dealbreaker.com
    c/o Bess Levin
    262 Mott Street
    Suite 102A
    New York, NY 10012
    What else are you guys going to do with your time? Sit around waiting to be whacked? Share the love and remember the company mail room is a plethora of titillating experiences awaiting your exposed manhood.
    May I sharpen my #9 pencil in your ass or would you prefer to swallow my White-Out?
    SPODE

  25. Posted by guest | October 22, 2008 at 12:16 PM

    That should be steel not stole because I haven’t done it yet.
    SPODE

  26. Posted by guest | October 22, 2008 at 12:18 PM

    ditto on 18′s question. On Cspan?

  27. Posted by guest | October 22, 2008 at 12:50 PM

    @4: Ditto

  28. Posted by Anal_yst | October 22, 2008 at 1:11 PM

    SPODE
    you are weird. WTF is your deal?

  29. Posted by Headless Horseman | October 22, 2008 at 1:24 PM

    @25 Actually it shoudl be “steal” not “steel” (because you haven’t passed fourth-grade yet).
    In what one can only hope is your monumental grand finale of stupidity, you’ve corrected a verb tense error with spelling mistake. Congratulations on that.

  30. Posted by guest | October 22, 2008 at 1:42 PM

    @29 This is the humor I was waiting for, funny it came from you.
    Do you honestly think you were the first person to pick that up? But yet your the first person to comment about it. Things that make you go hmmmm.I gave you another. And they’re isn’t an l in should. That’s two. Rock on dude!
    I’m on fire today bitches.
    SPODE

  31. Posted by guest | October 22, 2008 at 1:54 PM

    you said your not you’re. spode you act like you make mistakes on purpose. that makes so much sense. ema

  32. Posted by guest | October 22, 2008 at 2:05 PM

    Spode is a charlatan.
    Spode, go type OED on bloomberg for a dictionary to look up that word. Your mistakes aren’t clever enough nor ironical enough for satire. And 31 nailed you, biotch. Your fire is extinguished. Get clever and come back to us.

  33. Posted by guest | October 22, 2008 at 2:24 PM

    32 don’t forget your article in 29.

  34. Posted by Headless Horseman | October 22, 2008 at 4:25 PM

    @33 scores a well-taken point.

  35. Posted by guest | October 22, 2008 at 4:30 PM

    HEADLESS GOT OWNED BY SPODE!! SERVED WHARTON STYLE BITCHES!

  36. Posted by guest | October 22, 2008 at 4:38 PM

    HH, good thing I didn’t sign 33. Go with the flow dude, life is two short to be negative. Peace.

  37. Posted by guest | October 22, 2008 at 4:40 PM

    eat shit SPODE.

  38. Posted by guest | October 22, 2008 at 4:46 PM

    @36 Actually it shoudl be “too” not “two” (because you haven’t passed fourth-grade yet).
    In what one can only hope is your monumental grand finale of stupidity, you’ve corrected a verb tense error with spelling mistake. Congratulations on that.

  39. Posted by guest | October 22, 2008 at 4:56 PM

    nice

  40. Posted by guest | October 22, 2008 at 5:11 PM

    HEADLESS GOT OWNED BY SPODE!! SERVED WHARTON STYLE BITCHES!

  41. Posted by guest | October 22, 2008 at 8:16 PM

    Who is this SPODE clown? Can’t we hunt him down and gut him like a fish?
    C’mon, people, this is Web 2.0. Surely there is a way. Get crackin’.

  42. Posted by guest | October 22, 2008 at 9:21 PM

    SPODE = The Guy From Delaware.
    Look at their posts and the way they sign out. It is exactly the same.

  43. Posted by guest | October 22, 2008 at 9:44 PM

    I heard SPODE got in a fight with Chuck Norris and kicked his ass.

  44. Posted by shalimar | October 22, 2008 at 9:55 PM

    Word is, the USDA’s worried Paulson’s going to let MCO and S&P take over their turf.

  45. Posted by guest | October 23, 2008 at 4:48 AM

    http://www.youtube.com/watch?v=LzsJFpi4cOs
    Don’t understand what else is going on here, or why the wizard of oz is sitting off to the side of the screen, but the cows reference is about 05:10.
    - McDull

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