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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Ramsey Su who wrote (37756)8/4/2005 11:59:32 AM
From: russwinter  Read Replies (2) of 110194
 
The q&a is pretty revealing, not a lot of fluff. They mentioned how 18-20 months ripening starts to kick in the increase in losses. Here they come, like a rat through the python:
idorfman.com
This will be amplified in this cycle because of the lousy quality combined with size, and lack of diversification.

Margin compression discussion was revealing, indicates that when the players do this, the MBS market requires higher capital upfront. So that explains why these guys are holding in portfolio. This would also seem to penalize the smaller, less capitalized, more aggressive players. That's why I'm looking for real time margin information. CFC told me they are increasing their margins. Who is the big price taker now, who is pushing margin compression the most, Ameriquest? The give away to borrower game seems to be over.
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