Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ramsey Su who wrote (37312)	7/30/2005 3:06:46 PM
From: Tommaso	Respond to of 110194

I imagine the U. S. Treasury knows, and there's no reason I can think of that the information should not be public. I have not seen any news to indicate that China has sold any U. S. treasuries. "The result is that China holds some $200 billion in U.S. debt, in U.S. treasury bonds, and keeps stacking it up" post-gazette.com

To: Ramsey Su who wrote (37312)	7/31/2005 9:56:19 AM
From: russwinter	Read Replies (2) \| Respond to of 110194

Here's the Fitch data, minus some important columns (such as Calf): reowire.com that I based my article on, wallstreetexaminer.com for those who didn't register. The only question I have is the column "negative amortization". It's listed next to 2005 vintage, which suggests that this is literally a new straight out of the box negative amortization loan, as distinct from 2003 and 2004 IO mortgages that start neg amortizing after a year or so? It's a little confusing on that point.