另外：大把买入CFC DEC 12.5 call. 赌明天rate cut rally.

yogiho · 2007-12-10 12:05:07Z

另外：大把买入CFC DEC 12.5 call. 赌明天rate cut rally.简介

来源: yogiho 于 2007-12-10 12:05:07 [档案] [博客] [旧帖] [给我悄悄话] 阅读数 : 0 (239 bytes)

With government subprime package and rate cut, the damage to the mortgage industry will be reduced or delayed. This gives them time to breath and regroup which is very important.

CFC's call option looks very cheap at this point.

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• Rate cute is already priced in the market. (EOM) -lookb4uleap- ♀ (0 bytes) () 12/10/2007 postreply 13:38:00

• 未必。要是减两个点那？ -暗自偷笑- ♂ (0 bytes) () 12/10/2007 postreply 14:16:34

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