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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (1885)	3/12/2004 3:07:17 PM
From: stan_hughes	Read Replies (1) \| Respond to of 116555

Ergo the FNM Mar & Apr 75 poots are a tad busy -- just about as much fun as you have for under a dollar

To: mishedlo who wrote (1885)	3/12/2004 3:18:30 PM
From: Jim Willie CB	Respond to of 116555

Erlanger is a genius of our time, comments on Fanny amazing to me that cracks have already formed in FannyMae many cracks too numerous to mention but investors in their stock and bonds are big players my theory is that as long as central banks own significant positions, institutions will continue to see a green light and small investors will remain in the game, even piling on, buying the dips the watershed event for me was StLouis Fed governor Poole announcing in March 2003 that Fanny was grossly undercapitalized, was a danger to the entire US Economy the stock was trounced, from 70 to 55 or so but since rebounded I think until we have either central bank selling in Asia OR serious simultaneous Moodys and S&P and Finch debt downgrade nothing will happen I believe we already have witnessed Fitch downgrade / jim