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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: reaper who wrote (145712)	1/23/2002 6:38:48 PM
From: patron_anejo_por_favor	of 436258

<<I suggest you have a look at the financial statements of the private mortgage insurance companies (MGIC, PMI, Triad, Radian). These companies' book of business is growing like a weed. I am sure you know as a broker that you don't need PMI unless you put less than 20% down.>> Excellent points, and these companies will be among the best performing shorts in 2002-2003, IMO. It's the perfect storm...falling originations as long term rates rise, coupled with rising defaults due to unemployment/asset deflation. EDIT: Specifically, RDN and MTG look toppy right now! stockcharts.com[h,a]daclyyay[pb50!b200][vc60][iUb14!La12,26,9] stockcharts.com[h,a]daclyyay[pb50!b200][vc60][iUb14!La12,26,9]

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