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To: SliderOnTheBlack who wrote (78894)	11/13/2000 9:23:19 PM
From: patron_anejo_por_favor	Respond to of 95453

OT: Slider...I totally agree with your outlook on the banks and subprime lenders (what the hell, toss a few brokers on the Barbie while we're at it).... What are your favorite short/put candidates in this sector? At this point my list is as follows: Money Center Banks: 1) The Derivative King (aka, JPM/CMB) 2) Citigroup Subprime lenders (in order): 1) PVN 2) COF 3) HI Mortgage originators: 1) GDW 2) CCR GSE's: 1) FNM Brokers: 1) MER 2) MWD (but they've already been "in the barrel" a while...) 3) SCH Disclosure: I am short or own puts on some or all of the above from time to time.

To: SliderOnTheBlack who wrote (78894)	11/14/2000 8:50:43 AM
From: Crimson Ghost	Read Replies (1) \| Respond to of 95453

The XAU has been helped substantially of late by copper producer PD. Without that stock the XAU probably would be at a new low right now. Do agree with your comments on the banking and mortgage industries. I see more risk in the financial stocks here than I do in the beaten down techs. There has never been a bear market that did not decimate financial stocks at some point. And there has never been a run in financial stocks like the past five years. Those who think this cycle is different will have their heads handed to them one of these days.