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 (37756)	8/4/2005 11:59:32 AM
From: russwinter	Read Replies (2) \| Respond to of 110194

The q&a is pretty revealing, not a lot of fluff. They mentioned how 18-20 months ripening starts to kick in the increase in losses. Here they come, like a rat through the python: idorfman.com This will be amplified in this cycle because of the lousy quality combined with size, and lack of diversification. Margin compression discussion was revealing, indicates that when the players do this, the MBS market requires higher capital upfront. So that explains why these guys are holding in portfolio. This would also seem to penalize the smaller, less capitalized, more aggressive players. That's why I'm looking for real time margin information. CFC told me they are increasing their margins. Who is the big price taker now, who is pushing margin compression the most, Ameriquest? The give away to borrower game seems to be over.