Street Capitalist: Event Driven Value Investments

Wisdom on such diverse topics as: spin-offs, merger arbitrage, post-bankruptcy equities, global macro commentary and short ideas.


Street Capitalist: Event Driven Value Investments

U.S. Government Agrees to Citigroup Bailout

Now, it appears as if even the great universal bank Citigroup (NYSE:C) has become yet another casualty of our financial crisis:

The federal government agreed Sunday to take unprecedented steps to stabilize Citigroup Inc. by moving to guarantee close to $300 billion in troubled assets weighing on the bank’s books, according to people familiar with details of the plan.

Treasury has agreed to inject an additional $20 billion in capital into Citigroup under terms of the deal hashed out between the bank, the Treasury Department, the Federal Reserve, and the Federal Deposit Insurance Corp. Treasury officials will charge a higher interest rate for the capital injection — 8% for the first few years — than it has charged to dozens of other banks now borrowing money under the government’s the $700 billion rescue package approved by Congress last month.

In addition to the capital, Citigroup will have an extremely unusual arrangement in which the government agrees to backstop a roughly $300 billion pool of its assets, containing mortgage-backed securities among other things. Citigroup must absorb the first $37 billion to $40 billion in losses from these assets. If losses extend beyond that level, Treasury will absorb the next $5 billion in losses, followed by the FDIC taking on the next $10 billion in losses. Any losses on these assets beyond that level would be taken by the Fed.

Citigroup would also agree to work to modify — if possible — troubled mortgages held in the $300 billion pool, using standards created by the FDIC after the collapse of IndyMac Bank.

U.S. Agrees to Citigroup Bailout (WSJ)

With the bank trading at a market cap of $20 billion a capital injection of an additional $20 billion would cut the current stock price in half, if I’m reading the terms correctly. The story seems to still be developing, I’ll post more as more details emerge. On the contrary, today’s trading shows us that the $300 billion guarantee is yielding a surge in confidence for Citi, sending their stock price up 56%.

Category: Credit Crisis, Global Macro, Panic of 2008

  • inman

    Fas 157 is a butcher’s knife when a surgeon’s scalpal is required.

    The fundamental problem in the market is this: With the securitization of mortgages, investors can no longer judge the credit of the underlying borrower — or pool of borrowers. FUrther, with falling real estate prices, investors can no longer depend upon asset values to protect them. Declining home prices coupled with credit problems and no transparency — i.e. no information — quite a toxic combination.

    The disconnect between value and price forced by FAS 157′s mark-to-market regime is at the core of the current crisis.

    As is the policies promulgated in the 60′s, at first admirable, that forced

  • inman

    Fas 157 is a butcher’s knife when a surgeon’s scalpal is required.

    The fundamental problem in the market is this: With the securitization of mortgages, investors can no longer judge the credit of the underlying borrower — or pool of borrowers. FUrther, with falling real estate prices, investors can no longer depend upon asset values to protect them. Declining home prices coupled with credit problems and no transparency — i.e. no information — quite a toxic combination.

    The disconnect between value and price forced by FAS 157′s mark-to-market regime is at the core of the current crisis.

    As is the policies promulgated in the 60′s, at first admirable, that forced

  • inman

    …. that forced Fannie Mae and Freddie Mac to target certain areas and demographic criteria to satisfy regulations of HUD. Given limitations among target groups, it was inevitable that credit would be extended to those who could not pay.

    And now we are all paying.

  • inman

    …. that forced Fannie Mae and Freddie Mac to target certain areas and demographic criteria to satisfy regulations of HUD. Given limitations among target groups, it was inevitable that credit would be extended to those who could not pay.

    And now we are all paying.

About Me

My name is Tariq Ali, I run Street Capitalist. I recently graduated from the University of Texas at Austin. There, I stumbled onto value investing via the school library. I read everything I could and now I'm here, writing out my thoughts and investment ideas.


I have a lot of heroes when it comes to investing, it seems like every investor has some kind of niche. Some, whose books and writings have had the biggest impact on me are: Warren Buffett, Benjamin Graham, Joel Greenblatt, Seth Klarman, and George Soros.


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