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


To: John Vosilla who wrote (25482)1/28/2005 1:42:05 PM
From: mishedlo  Respond to of 110194
 
Question is who will be the ultimate winners and losers from this shift?

Any bank that packaged all those loans to FNM and kept none of them themselves and stayed away from re-insurance as well.

Eventually whoever that is will probably be swallowing up the other credit companies in some kind of forced bailout perhaps. That might be years down the road.

Mish