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: russwinter who wrote (66835)	7/26/2006 3:02:31 AM
From: shades	Read Replies (1) of 110194

Countrywide Analyst video.msn.com Not enough data to determine if CFC has more risky ARMs than indymac or washington mutual? huh? He says they have not SEEN any significant credit quality problems in the market? HUH? He says unemployment rate would have to fall apart before whole subprime ALT-A industry collapses - but since unemployment is at 4.5% everything is A-OK - Humpty Dumpty in no danger of breaking! Non Performing Asset number at 28 basis points - he expects it to go up to mid 30's. Says it takes very LONG time for credit to play out and too many thinking in the short term that are betting against it. Huh?

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