< meta name="DC.Date.Valid.End" content="20050825"> Amendment Nine: I agree with Sharpie

Tuesday, November 16, 2004

I agree with Sharpie

On tomorrow morning's crude report... a truly big deal indeed. But I got another 800 lb gorilla to watch over the next month or so. Fannie Mae. Yesterday's missed filing, and the potential $9B derivative loss all give me visions of Adelphia dancing in my head. (btw, I hear we should be expecting good news soon on that front, eh, Mr. Sharpie?) Good old Fannie Mae. Keep an eye on them. I think I'm starting to hear the ever faint sound of some type of bubble somewhere, somehow, beginning to pop...