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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 (5744)1/22/2004 9:42:58 AM
From: ild  Read Replies (1) | Respond to of 110194
 
<<<no catalyst ... to burst the credit bubble right now>>>

I agree with you.
But I think one needs to position well in advance. Nobody will ring the bell that the credit bubble is about to burst. The stimuli are running out. Costs mounting. Delinquencies will follow.



To: Ramsey Su who wrote (5744)1/22/2004 12:15:54 PM
From: ild  Read Replies (2) | Respond to of 110194
 
Apparently RDN said something bad during CC. Down $3.

Amazing that MTG is still up.