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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Compadre who wrote (46146)7/8/2003 12:43:08 PM
From: Ramsey Su  Read Replies (1) | Respond to of 52237
 
no index that I know of.

The title insurance companies, for example, are in the insurance sector which includes all kinds of insurance unrelated to title. The lenders are a similar mixed bag.

There are really on 3 mortgage insurance companies, MTG, RDN and PMI.



To: Compadre who wrote (46146)7/9/2003 9:17:14 AM
From: Ramsey Su  Respond to of 52237
 
Jamie, it is happening.

click on
mbaa.org

then click on the latest mortgage application survey news

then click on the right top box - previous weekly surveys.

then randomly click on previous dates.

e.g. April 12, 2000.

Refinancing activity represented 15.0 percent of total applications, decreasing from last week’s 15.1 percent.

That is hell of a long way down from today's level.



To: Compadre who wrote (46146)7/9/2003 9:20:21 AM
From: Ramsey Su  Read Replies (1) | Respond to of 52237
 
Yesterday, I opined this group should be hit after the title insurance companies and the mortgage originators.

Message 19094144

Now the question is long term rates. If the equities market proves to be a bubble and it pops for whatever reason, would it chase all the funds back to bonds and drive rates back down? Then what happens?