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


To: stevenallen who wrote (25567)1/31/2005 1:29:24 AM
From: John Vosilla  Respond to of 110194
 
has anyone noticed the insurers of the credit bubble? they aren't looking too healthy

Yes indeed - I'm presently short MBI & MTG and have the other three on my radar screen - can't fathom much upside risk in them


Also noticed Fannie Mae is approaching its five year low. Let's see if $60 support is breached this time. Odd that the homebuilder index is right at all time highs.