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

To: yard_man who wrote (66585)7/21/2006 10:38:54 AM
From: UncleBigs  Read Replies (1) | Respond to of 110194
 
I agree. I think the regional banks are excellent shorts.

I'm short and long puts on rkh.

I was lucky earlier this week when I covered the day before Bernanke and re-entered on the huge up day.

I had a feeling we would see the financials spike on another fed pause rally.



To: yard_man who wrote (66585)7/21/2006 10:44:56 AM
From: ild  Respond to of 110194
 
China: Price Dynamics at Mid-Year
Denise Yam (Hong Kong)

morganstanley.com

Global: Global Fault Lines
Stephen S. Roach (New York)

morganstanley.com

Global: China's Control Problem
Stephen S. Roach (New York)

morganstanley.com



To: yard_man who wrote (66585)7/21/2006 10:47:54 AM
From: ild  Respond to of 110194
 
Berson's Weekly Commentary

Economic Commentary
July 17, 2006

How will interest rate resets affect subprime mortgage loans?

fanniemae.com


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