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Message: Re: all my juniors - Rico
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all my juniors are green today...

mzsmith
Nov 22, 2007 05:05AM
Re: all my juniors are green today...

rico
Nov 22, 2007 06:20AM
Re: all my juniors - Rico

mzsmith
Nov 22, 2007 09:06AM

Agreed on the juniors - solid.

The subprime things is really huge. The stop in European subprime bond trading at $2.3 trillion off the market is a really big thing.

The US market had no chance to price it in yet.

95% of mortgage resets have yet to happen.

My only concern is the subprime thing

Re: all my juniors - Rico
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rico
Nov 22, 2007 10:24AM
Re: all my juniors are green today...

mzsmith
Nov 22, 2007 10:36AM
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