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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 (24483)1/12/2005 3:03:47 PM
From: John Vosilla  Respond to of 110194
 
BAC WFC WB FNM FRE WM ABN FITB CFC GDW SFI TMA new NLY IMH NFI MFA NCEN wfsi RWT FBC CCBI AHM SAXN AHR ANH AMC CMO HCM DX UFM DFC ...... Also regional banks in one trick pony bubble markets like much of Florida and Vegas should be decimated.



To: Ramsey Su who wrote (24483)1/13/2005 1:38:06 AM
From: stevenallen  Read Replies (2) | Respond to of 110194
 
You can add MBI to your list - I think they'll fall even harder than MTG.

Also I started GOOG ss @ 195, but that might be a different kettle of fish than what you're looking at here.


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