I'm thinking the Fed may give us 50 basis points by year’s end; Longer term I'm most worried about the FASB meetings to look at mark-to-market. And I don't count on them to see and do the right thing so that means the Senate oversight committee will have to step in. All this makes for an easy trade once the decision comes through but very dicey leading up to that point......
PMCS reports tonight and I'd be a strong buyer on any meaningful weakness following the report; I'd add AONE on anything under $14.50; I'd be buying NSM right now too.
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