The death of FNM and FRE will shake the government related stocks. AIG and C
are fragile. Housing related financial stocks will be affected too, such as
MBI PMI ABK. Stay away from them at least temporarily.
It has nothing to do with Xing Zhi. It is all about the attitude of US
government towards government related companies and share holders.They do not give a damn. This is very cold and scary.
