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

To: orkrious who wrote (26255)	2/11/2005 9:20:36 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

Yes, MDC and TOL, the latter too early. Fortunately I hit on LEND and NEW to more than make up for it so far. Do think the homebuilders will have huge downside, but not sure if 5 1/2% 30 year mortgages ()will do it. I don't totally buy into the saturation argument idorfman.com as long as the silly season crowd can access money this cheap. Starting to get harder though because ARMs rates are up. () Judging from the foreign custodial strike of the last month (and yesterday's unattended ten year auction) , one has to wonder if Bretton Woods II is being defanged? Long but absolutely essential read: stern.nyu.edu