Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ild who wrote (2030)	11/11/2003 8:12:45 AM
From: russwinter	Respond to of 110194

<failed to grow it's loan portfolio fast enough so that delinquency ratio wouldn't rise significantly.> Very good point. I think as the big underwriting and debt bubble of 2003 ripens (next year and the following), persistency will quickly become a big story with all these lenders. And it shouldn't be too long in coming either. Already is with players like MTG, but the market is still focused on the growth side.