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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 (24842)1/18/2005 10:36:58 AM
From: ild  Read Replies (1) | Respond to of 110194
 
Russ, good find. Look at the chart of share of interest only ARMs in his latest weekly presentation:

fanniemae.com



To: russwinter who wrote (24842)1/18/2005 2:17:57 PM
From: Ramsey Su  Read Replies (1) | Respond to of 110194
 
Russ,

what if interest rates, be it short or long term, do not rise as expected?

what if all our trade deficits get financed by the trading partners that we have deficits against?

what if all our budget deficits get financed by the Feds via every creative means possible?

what if we duplicate what the Japanese did for a better part of the 1990s?


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