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: ild who wrote (25003)	1/20/2005 9:10:58 AM
From: Ramsey Su	Read Replies (3) of 110194

pretty good indicators so far this morning, in random order: RDN - a lot of very good data, especially at bottom regarding defaults and severity. The trend is heading higher. In other words, more defaults and higher losses. DHI - barely beat earnings, did not blow away. Looks like sector not on fire. I wonder if the equity market keeps going down, how many TOL homes may cancel. COF - interesting that credit quality did not seem all that weak. Did I miss something in the report? Sounds like they are spending too much money on those silly ads on TV. WM - business is tough but once again, credit quality is holding up. So the credit bubble still inflated? F - similar to GM, it is the finance arm making all the money. The irony being that they are still categorized in the auto sector instead of the junk bond sector where they belong.

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