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


To: John Vosilla who wrote (42384)9/27/2005 11:28:11 AM
From: russwinter  Read Replies (2) | Respond to of 110194
 
I'd say hedge funds, and right now the junk lenders are holding more and more. I'm sure many institutions have dipped into many of them. You might want to check into any of your money market portfolio holdings, I'm shocked everytime I check one. This "bending of the prudent man rule" and loose "interpretation" of semantics is quite pervasive everywhere.

TD Waterhouse "US government portfolio":

29.65% Fannie Mae
17.82% Morgan Stanley repos
16.77% Bankamerica repos
14.94% Federal Home Loan bank
7.13% Army & AF Exchange Service
5.59% Overseas Private Investment Corp.
5.53% Federal Home Loan Mortgage
5.17% Buchanan Leasing
3.62% Clement Leasing
3.30% Totem Ocean Trailer