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Strategies & Market Trends : John Pitera's Market Laboratory

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To: John Pitera who wrote (9849)8/19/2008 8:15:43 AM
From: Hawkmoon   of 33421
 
John,.. I'm putting out a "call" for opinions on the MI industry as I continue to try and get my arms around why this sector is doing so well in the face of the FRE and FNM news. I posted this response on the "Guidance and Visibility" thread:

Message 24858722

Really would appreciate some opinions on this. Is there something in the works between the Feds and the Mortgage Insurers for the purpose of boosting their ability to distribute the existing risk in FRE/FNM's portfolios?

Hawk
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