Anything to do with housing, we are long, Kyle Bass tells CNBC. This includes MBS (MBB),...
Anything to do with housing, we are long, Kyle Bass tells CNBC. This includes MBS (MBB), mortgage servicing rights (Bass doesn't mention names, but OCN, NSM, WAC, NCT are among the players), and conventional mortgage insurers. The interview also contains familiar red meat concerning the Japan debt bomb, with Bass saying the timetable for detonation has moved up.
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