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

To: Ramsey Su who wrote (37368)	7/31/2005 1:14:22 PM
From: russwinter	Read Replies (1) \| Respond to of 110194

each dollar that they need to add to reserves is going to take away the funds they have available to loan out.> Exactly, and then tougher lending standards and follow through deleveraging begins in earnest. Looking at second quarter, we see games being played on reserves. Posted this on CFC, they actually decreased reserves! Where are the auditors? Message 21542848 I haven't really looked at anybody else on the issue, but it's a biggie, and would hope people contribute their observations.