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

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To: Ramsey Su who wrote (45691)	11/16/2005 11:54:48 PM
From: mishedlo	Read Replies (2) of 110194

Ramsey - It will be interesting to see what happens when 4.42 is broken on the downside on the 10 yr. I believe STRONGLY but WLD disagrees STRONGLY that FNM will get whipsawed at this turnaround. Either way I suppose it will not matter and the action itself is what matters. The question will be: if 4.42 gets broken substantially will refis pick up? I say they will not. I further say they will not at 4.30 or 4.10 It will be interesting to see how this plays out. If we break decisevly and FNM rehedges and nothing happens they subject themselves to more whipsaws if they change their mind. Mish

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