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

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To: Ramsey Su who wrote (191)7/14/2003 10:35:36 AM
From: ild  Read Replies (4) of 110194
 
Ramsey, thanx.
This is all accounting for RE prices that have been increasing. What is going to happen when RE will start sagging? MTG also continue to have less creditworthy customers.
I watch MTG and RDN and have short positions. Last year these short positions made a nice gain, unlike this year.
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