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


To: C.N.S. who wrote (24850)1/18/2005 10:38:50 AM
From: russwinter  Respond to of 110194
 
Comments from Jesse at Pru Bear site:

81B additions to Foreign Debt Holdings according to the latest Treasury International Capital report for Nov 2004.
What they don't tell you is that these jokers went back and restated every number all the way into 2002.
They have never done this while I've been tracking these numbers. The changes are huge and this is where the increase comes from.



To: C.N.S. who wrote (24850)1/18/2005 1:12:42 PM
From: John Vosilla  Read Replies (3) | Respond to of 110194
 
Who do you see as have the greatest risk going forward? Looking at the stock charts of the subprime lenders, large national banks, Fannie Mae, mortgage insurers ect... I can't find any really showing real weakness yet except for some regional midwest banks.