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Fri Mar 7th 18:30 PM | Rating: 0 0
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Financials and Retail: Not as Dire as They Seem

Good points... these default write downs have been and maybe will be taken for a bit longer. However the profitability mentioned above added to a hugely steep yield curve for months to come will be a catalyst moving into Q2/Q3... XLF Jan 2010 25 Calls at 4.20 and go to away for a year.
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