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

To: zonder who wrote (18079)8/26/2004 9:37:43 AM
From: russwinter  Read Replies (1) | Respond to of 110194
 
Yes, the XLF, puts are cheap. Not yet clear on timing, would like to see that money flow, and accumulation turn down.

stockcharts.com[l,a]daclniay[pd20,2!b50][vc60][iUc20!Lf]&pref=G

I shorted the Sept 5 year Treasury yesterday at 110 31/32.



To: zonder who wrote (18079)8/26/2004 11:11:06 AM
From: zebra4o1  Read Replies (1) | Respond to of 110194
 
North Fork Bankcorp (NFB) is way overvalued according to Grant's interest rate observer. It is a New York regional bank - and the price to book ratio is too high (4.5). Fair value would be 40% to 50% lower. But there probably isn't any short term catalyst for a drop.


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