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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 (67793)	8/9/2006 3:33:49 PM
From: shades	Read Replies (1) \| Respond to of 110194

Heebner on "street signs" gave Erin Burnette a good education on pay option arms today. His fund has done very well the past 5 years. He is investing in reits and heavily in apartments - he got out of homebuilders last year but thinks apt rents are going to go up for awhile and like the article just posted by Russ - he wondered if there is a lot of people waiting for lower prices to start buying - so a lot of pentup demand to spend their helicopter money? Also Erin had some guy on that said 80% of the uranium suppliers have sold all thier production for the next 5 years and how insane it was. He predicted they might not be able to meet production of what they have already promised to sell - not good with Mr. Burns and Cheney and India building new nuclear plants all over the USA and India eh? Florida is about to get a new one up by crystal river from what I have read. Phil has a good show again today - says chambers always lies about cisco earnings - says the market is heading in the direction of our favorite bruce springsteen song and to do the opposite of whatever cramer says IE he shorted pulte when cramer pumped it and made a lot.