골드만삭스 사기행각 분석

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2. 2010 4 16 3. SEC() 4. ? 5. < 1> 6. (John Paulson) 7. (John Paulson) (Paulson&Co) 8. < 2> 9. 2006 10. ~ !! ? ~ 11. ~ !! 12. () . MBS() !!~! 13. (CDS) !! 14. ~ . !! 15. < 3> 16. 123 MBS( ) ~ . 17. 123 MBS( ) . ACA . . 18. ->->ACA 19. < 4> 20. 21. 2007 4 1 5000 22. ABN AMROACA Financial Guaranty ACA 23. 1 5000 24. CDS 9 (CDS) : 0.17 25. CDS 9 (CDS) : 0.5 26. 27. 28. (CDS) 29. . 30. Paulson & co GS SPVIKB()ABN (07-08) ()- 2 RBS(Royal Bank of Scotland) - ABN - GS 8.41 -> Paulson & co Goldman SachsACA Capital Holdings() ABN AMRO( ) - 9 - 0.17%/S&P, () , ACA Financial Guaranty(ACA) - IKB, RBS 830 CDO(Abacus 2007-AC1) - ABN 9 - 0.5%/ CDS Paulson & co : , 10 .Goldman Sachs : . Paulson & co 2000 .GS SPV(Special Purpose Vehicle) : GS GS ACA Capital Hoodings : GS SPV CDO MBS( MBS) .S&P, : CDO A . .IKB : GS Paulson CDO 2 . 99% .ABN AMRO : GS SPV CDO (CDS) ( 0.67%/)ACA Financial Guaranty : ABN AMRO CDS . , ABN AMRO 0.5% ( 0.5%/)RSB(Royal Bank of Scotland) : MBS CDS ABN AMRO ( ) 31. . ? __(2010.4.20)