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


To: patron_anejo_por_favor who wrote (86695)9/20/2007 9:18:57 PM
From: Perspective  Read Replies (1) | Respond to of 110194
 
I'm looking for companies that will suffer the most in a rising long-term interest rate environment. I'm thinking LM might be one of them:

stockcharts.com

perhaps that's the cause of the recent breakdown.

I know some of the financials will do fine if the Fed keeps trashing the currency, but LM depends a lot on bond sales apparently.

Who else - besides homies of course - gets nailed if the long bond goes up another 100bp?

BC