The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (48756)	1/4/2006 7:24:47 PM
From: Ramsey Su	Read Replies (1) of 110194

I saw that yesterday and thought about the same thing. Just like the FBR charge off last year, Luminent believes this move will accelerate Luminent's diversification into high yielding Residential Mortgage Credit investment strategies and will enable Luminent to achieve higher returns on equity than it would otherwise. Luminent expects the repositioning of the portfolio to meaningfully improve earnings and dividend prospects for 2006 and beyond. Luminent anticipates that 2006 earnings and dividends will rebound from a trough that is expected to be reached in the current calendar quarter. is it really that easy? may be I should pay more attention to the bond market. Say some magic words and my yield will go right up? The question now is who will be next? FBR and LUM are both relatively small. Any of the big portfolios suffering from this flattened yield curve, which I am told is different from previous ones?

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