tag:blogger.com,1999:blog-4815867514277794362.post6212818872196139234..comments2024-03-08T06:18:28.125+11:00Comments on Bronte Capital: Subprime improvingJohn Hemptonhttp://www.blogger.com/profile/03766274392122783128noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-4815867514277794362.post-47460112065761576262008-08-01T15:08:00.000+10:002008-08-01T15:08:00.000+10:00Mortgage resets are increasing into mid 2009, I be...Mortgage resets are increasing into mid 2009, I believe. These are most likely later vintage and lower quality issues.<BR/><BR/>How can you hope for a bottom in delinquency if what's about to hit the fan is greater in quantity and lower in quality than what has hit up until this point?<BR/><BR/>Great data point though - thanks for keeping it interesting as always.Matthew Dinneenhttps://www.blogger.com/profile/14844069033284351051noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-89949429720631438522008-07-31T12:57:00.000+10:002008-07-31T12:57:00.000+10:00Not sure. The economy is getting worse and the sh...Not sure. The economy is getting worse and the short-end delinquency (30 plus) is actually falling. Very encouraging. <BR/><BR/>Only applies to 06 and 05 pools.<BR/><BR/>JJohn Hemptonhttps://www.blogger.com/profile/03766274392122783128noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-88822625124941317522008-07-31T05:16:00.000+10:002008-07-31T05:16:00.000+10:00isnt this too soon though?jump the employment rate...isnt this too soon though?jump the employment rate to 7% and I want to see if these upticks will lastAnonymousnoreply@blogger.com