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To: Bull RidaH who wrote (66886)2/12/2001 1:22:07 PM
From: NOW  Respond to of 436258
 
with money seeking inflating assets, and the reliquification working best in area of home financing, and with our new treasury secretary chumming it up with FNM and FRE you are likely right.



To: Bull RidaH who wrote (66886)2/12/2001 1:24:25 PM
From: LLCF  Read Replies (1) | Respond to of 436258
 
Those things will crash at the first sign of housing slowdown... ie. increase in unemployment. I'd avoid.

DAK



To: Bull RidaH who wrote (66886)2/12/2001 3:40:26 PM
From: Les H  Read Replies (1) | Respond to of 436258
 
They also benefitted from the end of the Canadian lumber import restrictions. Lumber prices have been falling since last March when Clinton decided not to renew the agreement which expires next month.



To: Bull RidaH who wrote (66886)2/14/2001 11:02:59 PM
From: J Krnjeu  Respond to of 436258
 
Mr. Bull RidaH,

What is your opinion of RMBS? Are you still in it?

Thank You
JK


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