By taking equity stakes, the Treasury also risks picking industry winners and losers--it's unlikely Paulson's team would put taxpayer money into weak banks that could otherwise be sold or closed.
Second, far from picking winners and losers, Ex-Im loan guarantees simply ensure that the United States has a chance to have winners in the international market place.
Marin, a former math professor and proficient early-seed investor with a vast network of industry connections, is a master in picking future stock winners in the junior exploration as well the large- to mid-cap energy sectors.