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


To: russwinter who wrote (18236)8/31/2004 11:19:00 PM
From: mishedlo  Read Replies (2) | Respond to of 110194
 
Russ, exactly how does one play it?
We cant short florida
short DIS?
which insurers have the most FL exposure?

Mish



To: russwinter who wrote (18236)9/1/2004 5:44:46 AM
From: Square_Dealings  Read Replies (1) | Respond to of 110194
 
I have been collecting shorts in financials for a week.

these are pretty heavy MTG, PMI, HIG fwiw

I think Frances is a big problem, maybe iceberg hitting Titanic..

M