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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: jimsioi who wrote (543)9/2/2003 6:19:27 PM
From: J. P.  Read Replies (1) of 110194
 
<<I don't see how mortgage REITS or home builders can advance much further if the yield curve is flattening ... >>

I think we're in the blowoff/overhang phase right now. My expectation is for yields to continue to rise and FNM/FRE's geared hedge portfolios to have an accident. I can't even begin to understand the mindset of the person buying FNM stock today. The last 3 years was their utopian environment....it only get's worse from here.
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