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

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To: Ramsey Su who wrote (193)7/14/2003 12:17:10 PM
From: ild  Read Replies (2) of 110194
 
<<< little difficult for the masses to understand>>>
Masses don't own MTG. The whole float is practically owned by institutions. I have PMI companies as a first casualty of RE bubble deflation and maintain large short positions in them.
I think most SP500 profits are made by milking the interest rate spread. How long can this bubble last? Hopefully I'll live long enough (and be solvent) to see it popped.
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