Reply #3: The Charlie Rose round table you posted earlier ties in with this.

[pa28]

More "AIG's" to come they seemed to think. Also, they politely pointed out that citi would among the worst in stress test results.

I think it's clear now that the administration will try to avoid nationalization or receivership at any cost and the cost of propping up will grow ever higher. By the IMF calculations we're talking another two trillion at least of under capitalization which you and me will have to pay through taxation, inflation and of course with interest. (2,000,000,000,000.00 in case anyone is counting zeroes)

This is optimistic as well because the stress test seems to be talking about numbers that assume recovery today or at least very soon along the curve.