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To: yard_man who wrote (136514)11/30/2001 12:34:52 PM
From: Box-By-The-Riviera™  Respond to of 436258
 
ask chubb about their ene holdings <g>



To: yard_man who wrote (136514)11/30/2001 2:39:43 PM
From: reaper  Respond to of 436258
 
fwiw -- article in Boston Globe on Saturday (sorry, no link) estimates that housing prices in suburban Boston are down 15% in the past seven weeks.

good thing Raines got the limit on a "conforming" loan raised to $300k earlier this week.

oh, aren't FNM, FRE and ABFI gonna be fun. fwiw, the genius specialty finance analyst at Goldman upgraded Ambac today, so i can safely double down on that as well.

Buffett re-capitalizing Fannie & Freddie at sub-$10 within 24 months.

cheers