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

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To: ild who wrote (1079)9/26/2003 1:57:03 PM
From: russwinter  Read Replies (2) of 110194
 
Not a bad major, kind of a company on the move, maybe a bit pricey, but if the calls are that rich to write, it might be a good way to play it.

Why do you think financials are so weak with this massive bond rally? Weak economy fears dominating? The cyclicals really aren't that weak relative to the defensives, so hard to figure.
stockcharts.com[l,a]daclniay[p][vc60][iUa12,26,9]&pref=G
Something is spooking them: Freddie Mac? If so why haven't the agency spreads widened.
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