Tom,
As you may have noticed, most of our friends here are mainly standing on the long side for RMBS. There has been a lot of very technical posts already, and although it may seem to you quite tiresome to browse through them, they are indeed worth some hard homework, if you want really to invest on RMBS.
Anyway, I personally feel really healthy for our thread to have real bearish advice - we all freaked out Gary Ku, remember - , as I noticed in my last year on SI that most of the time thread "opinion", whatever its honest will, stands remarkably contrarian to basic stock trend !! (AOL and AMZN are very good examples : everyone there keeps being heavily bearish).
There is still "something" holding RMBS momentum down, let us face it, and I do not think that option expiration day explains it all.
Still long on RMBS and watching tide waves come and go.
Regards,
MiB
(O.T. to Ibexx : Broadvision (BVSN) seems to be doing well those days). |
