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

To: ild who wrote (28879)	3/18/2005 2:23:40 PM
From: ild	Respond to of 110194

Kasriel: How Should The Fed Respond To Energy Prices? northerntrust.com

To: ild who wrote (28879)	3/18/2005 3:00:16 PM
From: John Vosilla	Respond to of 110194

I just noticed PMI dropped like a rock in 3 days once it did a double top and could not break through. I'm not sure but were all the mortgage insurers insolvent and then recapitalized after the S&L bust? And back then it was much harder to get an actual loan for more than 80% LTV. As no one seems to talk much about this in the mainstream with the talk all being about shorting homebuilders you are looking in the right place. They do seem to be as interesting a bet on a total collapse as are the subprime lenders. I dream of NFI continuing up one more time to the 200 dma.