Goldman Pushes Subprime ABX Index as Housing Rebounds: Mortgages – Bloomberg 11-29-12

Salient to Investors: Goldman Sachs said homebuilders have already priced in the housing recovery, so investors need to look beyond these stocks for the ripple effects of housing stabilization – like certain versions of the ABX and US domestic banks. Kyle Bass at Hayman Capital Mgmt said senior-ranked subprime debt offer

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