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Politics : Welcome to Slider's Dugout
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To: jim_p who wrote (6306)9/6/2007 3:44:00 PM
From: Sweet Ol  Read Replies (2) of 50700
 
Jim_P,

I agree that this credit crunch is going to trump the war effect on the economy. For one thing, the war is not as big a percentage of the GNP as it was in Korea or WWII.

What I am struggling with is who are the best short candidates in this mess. Most of the obvious prospects, such as the mortgage companies, have already been beaten down. I suspect that JPM has more problems than we know about, but they may be big enough to ride it out. I wonder who are some of the smaller public companies who are likely to be broken due to lack of liquidity.

Anyone have any good ideas?

Best to all,

JRH
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