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Sun Mar 23rd 16:53 PM | Rating: 0 0
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Thoughts on the Bear Stearns/JPMorgan Deal

Whatever. You act as if those mortgages have no value. They may be impaired but are worth >0.

Top tier traunches are less risky than people are giving them credit. Bottom traunches are junk but not all classes are. I wish I could get into the hedge fund that buys these assets up at pennies on the dollar.

Keep spreading fear to get your puts in the money!
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