Prediction for FRE and FNM on Monday

[Coronita]

I don’t know, but like I suspected asian markets are loving it :(.

Nikkei up 400+pts.

[Eugene]

Dollar is down against most currencies, euro is above 1.44.

[Eugene]

Dollar is down against most currencies, euro is above 1.44.

[Eugene]

Dollar is down against most currencies, euro is above 1.44.

[Eugene]

Dollar is down against most currencies, euro is above 1.44.

[Eugene]

Dollar is down against most currencies, euro is above 1.44.

[Coronita]

Also, many are predicting more bank failures (regional banks specifically that hold a lot of FNM/FAE)

http://money.cnn.com/2008/09/07/news/companies/fannie_freddie_aftershocks/index.htm?postversion=2008090717.

I feel bad for all those folks with pensions with significant holdings in fnm/fae.

I guess being a generation X’er I’ve always been cynical of “guarantees” that a company/institution offers for retirement.

[Coronita]

Also, many are predicting more bank failures (regional banks specifically that hold a lot of FNM/FAE)

http://money.cnn.com/2008/09/07/news/companies/fannie_freddie_aftershocks/index.htm?postversion=2008090717.

I feel bad for all those folks with pensions with significant holdings in fnm/fae.

I guess being a generation X’er I’ve always been cynical of “guarantees” that a company/institution offers for retirement.

[Coronita]

Also, many are predicting more bank failures (regional banks specifically that hold a lot of FNM/FAE)

http://money.cnn.com/2008/09/07/news/companies/fannie_freddie_aftershocks/index.htm?postversion=2008090717.

I feel bad for all those folks with pensions with significant holdings in fnm/fae.

I guess being a generation X’er I’ve always been cynical of “guarantees” that a company/institution offers for retirement.

[Coronita]

Also, many are predicting more bank failures (regional banks specifically that hold a lot of FNM/FAE)

http://money.cnn.com/2008/09/07/news/companies/fannie_freddie_aftershocks/index.htm?postversion=2008090717.

I feel bad for all those folks with pensions with significant holdings in fnm/fae.

I guess being a generation X’er I’ve always been cynical of “guarantees” that a company/institution offers for retirement.

[Coronita]

Also, many are predicting more bank failures (regional banks specifically that hold a lot of FNM/FAE)

http://money.cnn.com/2008/09/07/news/companies/fannie_freddie_aftershocks/index.htm?postversion=2008090717.

I feel bad for all those folks with pensions with significant holdings in fnm/fae.

I guess being a generation X’er I’ve always been cynical of “guarantees” that a company/institution offers for retirement.

[barnaby33]

My prediction is OMG, I’m either going to have the best or worst day of my shorting career. I have quite a few XLF puts.

In a logical world spreads on treasuries would blow out and stocks would shit the bed. This is not that world.

Short term I wouldn’t even hazard a guess. This is bad for financials, very bad. Bailouts seems like a good idea, but the underlying implication is that the finance industry is not just unstable, but in danger of collapse.

Note to Rich, this IS inflationary. The only question is, will the bond/currency markets react?

[barnaby33]

My prediction is OMG, I’m either going to have the best or worst day of my shorting career. I have quite a few XLF puts.

In a logical world spreads on treasuries would blow out and stocks would shit the bed. This is not that world.

Short term I wouldn’t even hazard a guess. This is bad for financials, very bad. Bailouts seems like a good idea, but the underlying implication is that the finance industry is not just unstable, but in danger of collapse.

Note to Rich, this IS inflationary. The only question is, will the bond/currency markets react?

[barnaby33]

My prediction is OMG, I’m either going to have the best or worst day of my shorting career. I have quite a few XLF puts.

In a logical world spreads on treasuries would blow out and stocks would shit the bed. This is not that world.

Short term I wouldn’t even hazard a guess. This is bad for financials, very bad. Bailouts seems like a good idea, but the underlying implication is that the finance industry is not just unstable, but in danger of collapse.

Note to Rich, this IS inflationary. The only question is, will the bond/currency markets react?

[barnaby33]

My prediction is OMG, I’m either going to have the best or worst day of my shorting career. I have quite a few XLF puts.

In a logical world spreads on treasuries would blow out and stocks would shit the bed. This is not that world.

Short term I wouldn’t even hazard a guess. This is bad for financials, very bad. Bailouts seems like a good idea, but the underlying implication is that the finance industry is not just unstable, but in danger of collapse.

Note to Rich, this IS inflationary. The only question is, will the bond/currency markets react?

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