Bret Rosenthal's  Instablog

Bret Rosenthal
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Bret Rosenthal is Principal of RCM, LLC, and founding partner of the Fortune's Favor Family of Funds. Bret Rosenthal is responsible for the day to day management of the Fund’s investment and business activities. Rosenthal Capital Management, LLC, is an independent investment management company... More
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  • cpickett
    , contributor
    Comments (57) | Send Message
    I am most interested to see the fallout from the JPM mortgage foreclosure fiasco.


    What do you see as the potential disruption caused by this (if hundreds of thousands of foreclosures are overturned) seems this could create alot of market questions and jitters?
    30 Sep 2010, 08:40 PM Reply Like
  • Bret Rosenthal
    , contributor
    Comments (63) | Send Message
    Author’s reply » I agree the fallout could be significant.


    We will see the trouble 1st in the bank CDS. The CDS of banks has lagged the rest of the market and if the group's CDS widens that will spell trouble for the group and the mkt.


    Thanks for the comment and stay tuned
    4 Oct 2010, 02:19 PM Reply Like
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