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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (50586)	5/4/2006 8:25:32 PM
From: ild	Read Replies (1) \| Respond to of 116555

Earlie, any thoughts on Vasogen?

To: Earlie who wrote (50586)	5/4/2006 9:37:05 PM
From: gravity rules	Read Replies (1) \| Respond to of 116555

NEW is my favorite leading indicator.

To: Earlie who wrote (50586)	5/5/2006 12:45:41 AM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 116555

Hi Earlie, good to see you back! Alot of (read: most) mortgage providers are at risk, starting with the perennial faves Fannie and Freddie, and moving down to the subprimers. The problem with most of the big publically owned subprime mortgage lenders is they are heavily short and it's a crowded trade, with the attendant jam jobs and short squeezes. Some names to look at: LEND, DSL, CORS, NEW, NFI. CFC, GDW and WM are three very large mortgage lenders but there not as pure a play into the most toxic loans. FWIW....