The right enemy
12 years ago
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The Fade List / The Sheep Brigade: When being evil is not enough :)
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2008
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August
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- Read this:
- More than Mozillo:
- I said it all along: Better Pegleg than wheelchair.
- New trends in the mortgage business:
- Your greatest source of info on FRE:
- Sunday Sermon comes early: Parable_of_the_Prodigal...
- Educational Friday: Home-crafted timer to GSE expl...
- FRE/FNM debt spreads are widening steadily.
- Signs of time.....
- Who bought Potash today?
- IWM chart + Fib lines (in my interpretation)
- Pat at TF says rumors are breaking out of HOT CPI ...
- what did I tell u about these pair trades?
- Suggestions to some "Entities" acting as TRASHCAN ...
- Time to build up shorts in financials, CRE, and re...
- The end for mortgages?
- Bernie Mac is dead.
- Greenie: More analysis about possible hedge funds ...
- Decoupling pair trades are decoupling big time.
- GTT asked me to repost this GSE secret ....
- Cobb Douglas
- The Fed needs to get their act together REAL FAST.
- SPX P/E ratio tracking from April:
- This is a common problem for banks these days:
- I am starting to like USA
- The THIRD battle of 1280.
- Commercial REIT on the move
- I know I can trust u with a few secrets
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August
(28)
4 comments:
Done, was early at 86 on SRS two days ago but caught SKF at 113 this morning before the ramp. Yessir, Mtgspy, right here beside you, locked and loaded, hoping i'm not by mistake holding gun with blanks.
Care to opine if the WM Jan 2.5 puts too expensive?
I have an idea:
use the lowest level financial junk (ABK/MBI/DSL/BKUNA/FRE/FNM) not to invest short - think of their deteriorating problems as the # of vultures circling over rotting dead bodies.
YOU don't wanna fight for THOSE, do you? Or do you think it's too tasty and the birds can be the appetizers? :D
nice timing.
UCFC just got cease and desist. this is gonna be a long FALL season *pun intended.
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