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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 (5737)1/22/2004 8:52:30 AM
From: Ramsey Su  Read Replies (2) | Respond to of 110194
 
ild,

these are the numbers that I am looking at:

biz.yahoo.com

biz.yahoo.com

the other big one, KRB, reports after hours today.

Delinquencies are down.

Credit card defaults always lead mortgage defaults.

I see no catalyst, short of geopolitical stuff, to burst the credit bubble right now.

Ramsey