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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 (27564)	3/1/2005 9:55:44 PM
From: Ramsey Su	Read Replies (2) \| Respond to of 110194

I was told that the subprime lenders are experiencing a real shortage of applications in Feb., which supposedly is when business is supposed to be picking up. Trying to see if that is true, this is what I found. imh.client.shareholder.com

To: russwinter who wrote (27564)	3/1/2005 10:26:36 PM
From: CalculatedRisk	Respond to of 110194

Russ, "Historically markets anticipate recessions" Yes, but not outside of 6 months. If a recession was going to start later this year, the first indicators would probably be housing (as we discussed earlier) and the yield curve. "this one is special, as it looks like a depression will come to it, completely unexpected, given all the ostriches out there." Wow! And I thought I was bearish <G>! Best to you.

To: russwinter who wrote (27564)	3/1/2005 10:29:04 PM
From: Jim Willie CB	Respond to of 110194

thanks, Russ, rich info on reduced credit extension I knew you would come through didnt realize HELOC were so flat lesser issue with credit card new debt / jim

To: russwinter who wrote (27564)	3/2/2005 1:50:31 AM
From: John Vosilla	Respond to of 110194

Historically markets anticipate recessions, this one is special, as it looks like a depression will come to it, completely unexpected, given all the ostriches out there. Are you expecting the long end to back up substantially first? I expect two recessions in the next 2.5 years with the second much worse and taking on more of the depression feeling.