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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (111)7/2/2003 4:49:02 PM
From: yard_man  Respond to of 110194
 
nice bunch

I've been short CFC, PMI -- added some BAC puts today.

I like all the mortgage companies as shorts here.



To: russwinter who wrote (111)7/2/2003 5:18:25 PM
From: ild  Read Replies (2) | Respond to of 110194
 
I have more emphasis on PMI companies. I have bigger positions in RDN and MTG. CFC is the king of refi. I have a bunch of worthless puts on it.



To: russwinter who wrote (111)7/2/2003 9:43:36 PM
From: yard_man  Respond to of 110194
 
another nice one in the retail area -- MIK