TODAY'S DISCOVERY, TOMORROW'S FUTURE

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Message: all my juniors are green today...
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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

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