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

To: russwinter who wrote (53861)	2/14/2006 9:55:00 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 110194

Russ, First American gave me the data points that I am looking for - the percentiles. I was reading that report again just now and it got some really good data. The percentages of borrowers at risk are astonishing. Just like the stock market, it is the must buys and must sells that dictates market value. With so many people with negative equity, I simply cannot see how the real estate market can handle any decline in value. I am certain I am going to have to read the report again tomorrow, this time trying to plot the numbers against the subprimers and others to see if I can use it to quantify any changes in market conditions. Also tomorrow is the Housing Market Index nahb.org it could be an interesting day for Bennie to speak.

To: russwinter who wrote (53861)	2/15/2006 9:13:23 AM
From: dpl	Respond to of 110194

money.cnn.com

To: russwinter who wrote (53861)	2/15/2006 12:22:44 PM
From: mishedlo	Respond to of 110194

Japan earns more from investment than trade By David Pilling in Tokyo Published: February 13 2006 11:51 \| Last updated: February 13 2006 11:51 Japan earned more from investments abroad than from trade last year for the first time in its post-war history, largely reflecting earnings on its massive overseas bond holdings. Japan's exports rose last year by 7.4 per cent to a record Y62,600bn ($530bn), according to provisional finance ministry data released yesterday. registration.ft.com