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

To: ild who wrote (68751)8/24/2006 12:25:30 PM
From: Ramsey Su  Respond to of 110194
 
The MI companies are really hard to play right now. If we have a soft landing, one that there are no widespread tanking in real estate value and massive defaults, then the MIs may actually be in great shape. Let the uninsured loans, the 80-20s take the hit while the MIs have no claims.

On the other hand, if the market tanks hard, it will drag all values down and they will not be able to escape without big losses.



To: ild who wrote (68751)8/24/2006 2:01:18 PM
From: orkrious  Respond to of 110194
 
@pm's -- trotsky, 10:46:13 08/24/06 Thu
amazing - it looks like it's once again going to be a typical Thursday. what is it about Thursdays that gold doesn't like?



To: ild who wrote (68751)8/24/2006 2:43:05 PM
From: Perspective  Respond to of 110194
 
I'd interpret it to mean that they want to loot the corporate treasury before the losses show up and force them to actually pay out the cash to the insured. The insured can't come get the cash if it's already spent buying back stock from insiders.

BC


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