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Deleveraging Continues

As leveraged assets go down in value, the leverage multiples go up. Adding to that multiple is the falling dollar and the fact that these assets are in reality debt deposits, not cash deposits, that were passed on in different forms to be leveraged over and over.

-Minyan Jim

Toddo On TV: Renewed Interest In Fannie, Freddie?

Minyanville Staff Aug 25, 2008 4:22 pm


	Markets, movers and more.

According to Toddo, no news is bad news. The market wanted a resolution to the ongoing Lehman Brothers (LEH), Fannie Mae (FNM) and Freddie Mac (FRE) sagas. The silence is deafening.

Q: How can airlines make money? A: By raising prices and reducing costs. Easier said than done in this tough tape. Toddo weighs in on bearish put action in Northwest Airlines (NWA) and a high level of call buying in American (AMR), Continental (CAL) and United (UAUA) Airlines.

Now watch this! Toddo's keeping his eye on:

Baidu (BIDU), which traded dry all session.
Homebuilders Ryland Group (RYL), Lennar (LEN) and KB Home (KBH) continuing their relative outperformance.
Boots & Coots (WEL), a proxy for geopolitical angst that's up 5% and eying multiyear highs.

Tags: AIRLINES, AMR, UAUA, NWA, UNITED


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Minyanville staff and contributors may trade or hold securities that are discussed in an article. Staff and contributors will indicate whether they have a position in any security discussed, but will not indicate size or direction. The information on this site is not intended as individualized investment advice and all investment decisions by a reader must in all cases be made by the reader either individually or together with his/her investment professional. The views expressed in articles appearing on this site are solely those of the staff and contributors and should not be attributed to any other person or entity except where expressly stated. Minyanville staff and contributors will not respond to requests for investment advice.

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