The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: mishedlo who wrote (1305)	10/7/2003 1:59:16 PM
From: russwinter	Read Replies (2) of 110194

Killer natural gas spike today, and a good bond rout thrown in for good measure. Asians must be huffing and puffing right now. mrci.com Apparently (for the unpteenth time) the market thinks high energy prices are "temporary"; finance.yahoo.com^OSX&d=t Meanwhile in a move and commentary that just about says it all, GS puts a buy out on CFC. Maybe CFC can package a special "gas bill" credit card? That would be a terrific opportunity. They could then securitize it. Oh well, just another chance to write some naked calls (Nov 85).: 8:41AM Countrywide started with an Outperform at Goldman Sachs (CFC) 82.36: Goldman Sachs initiates coverage with an Outperform rating; firm believes the co could be mortgage finance's biggest beneficiary of attractive homeowner demographics in the next decade, steady mid- to high-single digit mortgage growth, and further and more intense consolidation in mortgage servicing; firm expects CFC's earnings quality, mix, and predictability to begin strengthening its P/E multiple, which remains among the most modest in the financial services group.

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