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To: reaper who wrote (204840)	11/15/2002 10:29:33 AM
From: ild	Read Replies (1) \| Respond to of 436258

Reaper and all, please look at latest dispatch from ContraryInvestor.com (copied with their permission). They are quite bearish on US economy and on stocks valuations especially. In this piece they analyze the stuff that can go right in US economy. I found it very interesting. home.pacbell.net

To: reaper who wrote (204840)	11/15/2002 11:37:19 AM
From: orkrious	Respond to of 436258

this guy has your sense of humor Message 18238135

To: reaper who wrote (204840)	11/17/2002 3:51:15 PM
From: ild	Read Replies (2) \| Respond to of 436258

From RDN 10-Q biz.yahoo.com PRIMARY INSURANCE Alt A: September 30 June 30 September 30 ($ thousands, unless specified otherwise) 2002 2002 2001 Number of insured loans 86,576 85,018 48,564 Number of loans in default 4,767 3,790 1,637 Percentage of total loans in default 5.51% 4.46% 3.37% From last year they increased ALT A loans by 78% but only 1.8% in the last quarter. Is that a sign of a credit withdrawal from ALT A creditors or something else? MTG 10 Q doesn't have this detailed information biz.yahoo.com General consideration: they are having trouble with houses appreciating at a record pace, what is going to happen if houses stop appreciating or, god forbid, start declining?