EJR hosted a client call on 1.28.08 discussing our view of the monoline credit insurance firms and related parties. Names covered were ACA, AMBAC, BSC, CFC, ETFC, FGIC MBIA, MGIC, RDN and ResCap. Clients and prospective clients already on trial should select "Contact Us" to request the audio file, call notes and presentation materials.

It's very clear:  Changes in credit precede changes in common.  

Get this right and forward looking equity and credit prices fall into place.  We get it.

Egan-Jones Clients are opportunistic long/short equity, CDS and credit investors who don't like surprises and seek to exploit high probability opportunities from our 1,250 name coverage list.  EJR clients "got the memo"; they act in advance of the majority of market participants; they have forward visability and know the direction and price level the equity or debt will seek.  Want proof? On 4.6.06 we recommended shorting GM and that a bankruptcy was probable. 

Ask yourself this: Has Moody's, S&P or Fitch ever made you any money?  Currently, we maintain ratings significantly different (two or more notches, higher or lower) than the issuer-supported firms for over 300 IG and HY firms.  A lot of money will be made or lost on those names.  Based on our historical accuracy rate of 96%, can you afford not to know who they are?    

We aren't particularly pretty, glossy or inexpensive - instead, we provide high probability visability and identify opportunites to make money or avoid losses.  Our work is light on the opinion of a single analyst, heavy on numbers and their strategic investment implication, not rhetoric.  We can give you a small edge.  Request a brief trial and judge for yourself.

• Federal Reserve and long term academic studies from Stanford University and University of Michigan conclude: "Egan-Jones clients have performance advantages" - Please see: Federal Reserve and Academic Studies. 
• No conflicts of interest.  Our only clients are fiduciaries, hedge funds and the sell side. We receive no compensation from any issuers.  See "Contact Us" for a trial.