Bill Miller talks about Citibroup (C), Feddie Mac (FRE), Bear Sterns (BSC), Fannie Mae(FNM), Countrywide (CFC).
He made an interesting comment about this current market being similar to the early 80s to mid 90s,where he made a 50 fold return on FNM which at the time was carrying bad loans.
Disclosure (“none” means no position):Long C, none
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