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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: yard_man who wrote (14438)10/31/2004 11:40:53 PM
From: ild  Read Replies (1) of 116555
 
I don't think we'll get a significant move up in interest rates. CI is never good on timing (as are most of us). I like puts on XLF as my core position.

I see that IMH is in subprime, therefore high yield (until they get hit with defaults).
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