dashingdwl

What Kind of Government Support Will Fannie and Freddie Get?

DeLong. You are wrong. And you have a lot of catching up to do. Read the comments above and then go check out market-ticker.denninge.../ to get some religion. Lord help us if the people with authority are thinking like you. We will be lucky to avoid another Great Depression.

Downey's Aversion to Home Equity, Construction Lending: Key to Its Survival

it's BK guys. End of discussion.

Some Key Observations on KKR Financial

With the latest announcement regard reit and mbs situation, I think the problems are behind KFN. I shorted it from 14 to 12.50 and now will go long at <12. I like the corporate senior secured loan risk (worst is priced in from a liquidity standpoint, defaults will pick up but we are pricing loans below recovery value). Nice dividend.

Downey Financial Investors Should Seize the Day and Sell

I sold DSL all right. Hahaha... When do Aug 08 puts come out? Your analysis, once again is spot on.
Do you cover the monolines? Ambac, MGIC, MBIA etc.

J.P. Morgan Holds Off on Bear Fund Asset Auction

LCDX lower this morning / Thursday 757am
LCDX 98.27/98.42