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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 (16530)7/14/2004 5:14:35 PM
From: Ahda  Respond to of 110194
 
VBG

I was thinking BAC and telling myself that last time sharpie here took that trip so sure houses and credit risks did not match up to secure she almost lost her shirt.

This time i think I will ask my neighbor to loose theirs. VBG



To: ild who wrote (16530)7/14/2004 8:40:33 PM
From: Ramsey Su  Read Replies (2) | Respond to of 110194
 
MTG conf calls was pretty informative this morning.

It sounds like it is the "good" customers who are by passing MI by 80-10-10 and not the "bad" customers.

So while their delinquencies are down, it is most likely due to the mini refi cycle ending around March/April. It is sweating time going forward.


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