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To: ild who wrote (245131)6/11/2003 4:26:54 PM
From: yard_man  Read Replies (1) | Respond to of 436258
 
I think that housing and real estate will crater before rates start moving up again, BWDIK??

I'm staying short the mortgage lenders -- won't try housing again for some weeks ...



To: ild who wrote (245131)6/11/2003 4:29:06 PM
From: yard_man  Respond to of 436258
 
HO HO HO HO housing stocks!!!

they have entered a blowoff phase -- reminds me of the brokers a while back ... look at that -- some of them up 6% today. Semis are sooooo yesterday <g>



To: ild who wrote (245131)6/11/2003 4:30:00 PM
From: yard_man  Respond to of 436258
 
lookie

finance.yahoo.com



To: ild who wrote (245131)6/11/2003 4:32:25 PM
From: yard_man  Read Replies (1) | Respond to of 436258
 
did he say anything about spreads on FNM and FRE's debt?? what's happened in the last few days since those have gotten creamed -- any widening in the spreads?