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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 (78707)2/8/2007 12:29:20 PM
From: Mike Johnston  Read Replies (1) | Respond to of 110194
 
I can't comment on this one. I depend on Russ and others to get fundamentals on financial stocks.

They did not experience real estate bubble in Germany so i would say it should be in better position than US names ?

I don't like shorting individual financial names for reasons that i mentioned many times, except in rare circumstances like MTG on a recent blow off to 70 or very large names.