@vgr
Oil & Gas Exploration & Production
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Thanks. Twitter will use this to make your timeline better. UndoUndo
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@vgr municipal bondsThanks. Twitter will use this to make your timeline better. UndoUndo
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@vgr housing is much bigger relative to other sectors, so hard to see subprime like impact but auto loans is a good candidateThanks. Twitter will use this to make your timeline better. UndoUndo
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.@tbcolby I save
@zerohedge for when I am in a drinking mood :D -
@vgr checked it out after seeing your tweet & been reading for a while now (sober), bad idea? - Show replies
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@vgr gov brought most s-loans in-house. Unless you created a derivative it would be hard for there to be a bubble, yes? UNLESSThanks. Twitter will use this to make your timeline better. UndoUndo
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@vgr they secretly they tranched them and sold off book to a private shark but that would be quiet a feat.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@vgr salley mae spun off http://finance.yahoo.com/q?s=NAVI (I think) to deal with some of the private loans. This might be worth a 2 hour dig.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@vgr you would think $1trill in debt would be prime (heh) to sell off especially when you could combine with fico scores. No charge offs.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@vgr I stand corrected. Trafton has been shorting Textbook companies for a while. Still what is stopping a slow bleed of current loans?Thanks. Twitter will use this to make your timeline better. UndoUndo
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