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

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To: Kailash who wrote (19450)10/6/2004 4:27:59 AM
From: Square_Dealings  Read Replies (3) of 110194
 
Kailash

I have been building shorts over last couple weeks. I think CFC will join FNM and PHM as the home building/negative-equity home mortgage credit bubble is about to pop. Have stop on CFC at 41.25
Conservative play would be to short CFC on a stop around 37 imo.

CFC and WFC are on top of my short list

also like AFC, KMRT, FS, EBAY here with 5% stops.

M.
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