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


To: Crimson Ghost who wrote (49717)1/13/2006 3:23:33 PM
From: redfish  Respond to of 110194
 
Imo things have gone from as good as it can get for them to not quite as good as it was ... I think they are a reasonably safe short that will pay off regularly in the years to come but they are heavily shorted and the "value" folks will be getting involved so it will be a bumpy ride.