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Wednesday, February 06, 2008

Moody's Finds Religion: Too Little Too Late

It was announced that Moody's is weighing a new 21-point scale for rating structured finance securities. The firm is also considering adding a warning label that acknowledges the ratings' limitations. While I welcome any reforms that can prevent another subprime collapse, this to me falls into the too-little-too-late category.

Furthermore, the market for securitized financial instruments has all but dried up, so it's unclear to me what benefit the new system will have. In reading the news, I couldn't help but recall the asbestos litigation and subsequent regulation which required certain buildings to contain the phrase. CAUTION: ASBESTOS. HAZARDOUS. DO NOT DISTURB WITHOUT PROPER TRAINING AND EQUIPMENT.

My suggestion for the ratings agencies: "CAUTION: PURCHASING THIS SECURITY COULD GREATLY REDUCE YOUR PORTFOLIO."

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