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


To: Ramsey Su who wrote (24403)1/11/2005 8:55:22 AM
From: russwinter  Read Replies (1) | Respond to of 110194
 
IMO today is the top in homebuilders, as the MBAA purchase will drop like a stone in the new quarter, and that will show up in the new order pattern. The ability to finance and speculate with ARMs is going away, and watch that agency spread widen.
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