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

To: Ramsey Su who wrote (193)7/14/2003 12:17:10 PM
From: ild  Read Replies (2) | Respond to of 110194
 
<<< little difficult for the masses to understand>>>
Masses don't own MTG. The whole float is practically owned by institutions. I have PMI companies as a first casualty of RE bubble deflation and maintain large short positions in them.
I think most SP500 profits are made by milking the interest rate spread. How long can this bubble last? Hopefully I'll live long enough (and be solvent) to see it popped.



To: Ramsey Su who wrote (193)7/14/2003 12:20:31 PM
From: ild  Respond to of 110194
 
Ramsey, what is "cure rate".



To: Ramsey Su who wrote (193)7/19/2003 1:02:29 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 110194
 
is quite clear that deliquencies are rising and the cure rate falling

what is the "cure rate"? is that delinquincies that become rectified?


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