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

To: SouthFloridaGuy who wrote (30004)4/4/2005 1:02:41 PM
From: John Vosilla  Read Replies (1) | Respond to of 110194
 
What's up with Fidelity Title? Largest title insurer in the country rapid collapse down from 49 to 30. Declining sales volume and margin shrinkage coming regardless of a housing bust. Overcapacity and cut throat competition will be a sign of things to come in any housing related business.



To: SouthFloridaGuy who wrote (30004)4/6/2005 3:07:15 AM
From: Robohogs  Respond to of 110194
 
I think the GM downgrade to junk could cause illiquidity in the HY spectrum driving somebody out of business (through repercussions - not direct effects). Although GM is already priced for junk, record tight credit spreads could blow apart for other issues and blow up some CLO/CBOs/hedge funds.

Jon



To: SouthFloridaGuy who wrote (30004)4/6/2005 3:09:09 AM
From: Robohogs  Read Replies (2) | Respond to of 110194
 
Which currency is safest in your mind? Yen?

Jon


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