SI
SI
discoversearch

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: J_Locke who wrote (37532)8/2/2005 9:03:05 AM
From: Ramsey Su  Read Replies (1) | Respond to of 110194
 
The idea of a hedge fund is just what it says, hedge.

So the question is if a hedge fund is long junk debt, what are they short to hedge this trade?

Portfolios are growing, here is another one this morning.
biz.yahoo.com

As the TNX and FVX climb, who is hurting?

All the loans that are "held for sale" are going down in value as rates go up. Gain on sale profits appear to be going down.

Delinquencies are climbing, albeit slowly.

Is the end near?