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Re: Benj post# 84684

Sunday, 03/09/2003 3:46:55 PM

Sunday, March 09, 2003 3:46:55 PM

Post# of 704019
Benj...

It has been a while since I looked closely at the others in the group. When I was selecting one for my core shorts, MBI stood out above all the rest as being vulnerable to a deteriorating credit environment (which was what I was looking for) so it was the selection at the time. At the same time and for many of the same reasons, I shorted ACF and COF in the cores for exposure to downside risk in credit.

I probably need to take another look at the group to see if any others are looking worse than MBI, but it has been treating me well so far. When I get some free time I will check back into it - thanks for the reminder.

mlsoft
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