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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: pater tenebrarum who wrote (39636)11/21/2000 9:04:46 PM
From: Spekulatius  Read Replies (2) of 436258
 
Heinz, I think FNM and FRE may be a good low risk short from here. Currently,they are regarded as a safe haven but they should be the first one to hurt, when the real estate market softens. I do not see any way how they won't get slammed in even the slightest slowdown in real estate, given the enormous leverage in their business.
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