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

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To: ild who wrote (20262)	10/19/2004 11:49:52 AM
From: Ramsey Su	Read Replies (3) of 110194

I am guessing that MIs are being dragged down with the selloff in anything with the word "insurance" in it. F is the most interesting news this morning. They keep guiding up and I am having difficulty figuring where all this earning is coming from. Changing reserves? Playing with pension plan fundings as the SEC may be looking into now? WFC told the story about the drop in refi revenue. Wonder what is WM going to say tomorrow. But the biggest story is obviously the upcoming elections. What are the setups, before and after? If it looks like the tall guy is going to win, then the right move should be: SELL ALL LONG POSIITONS, INITIATE SHORTS, AND KEEP SHORTING. If it looks like the short guy is going to win: HOLD ALL LONGS. COVER SHORTS. SELL ALL AFTER ELECTIONS AND GO SHORT. Right?

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