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


To: CalculatedRisk who wrote (15936)6/27/2004 5:49:32 PM
From: ild  Read Replies (1) | Respond to of 110194
 
If this is THE top in RE then the markets should start discounting it pretty soon.

Are you already positioned or going to position yourself to profit from RE slowdown?

I currently have short positions in mortgage insurance and financing companies.