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

To: ild who wrote (329)7/31/2003 11:18:32 AM
From: Ramsey Su  Read Replies (1) | Respond to of 110194
 
I don't think PMI were ever as aggressive as their two major competitors.

However, the core business is still insurance. Peak delinquencies occur 3-4 years after the policy was taken out.

For their claims to be increasing y-t-y in this real estate bubble is very alarming.



To: ild who wrote (329)7/31/2003 8:55:39 PM
From: orkrious  Read Replies (1) | Respond to of 110194
 
From their product mix I see that unlike RDN/MTG they have lately become more conservative

well, I have rdn and mtg, and today wasn't pretty. in fact, rdn has a sweet looking chart. if I didn't feel we were on the edge of a precipice, I'd cover. and I still may. what are people smoking?


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