Wer haelt die CMO's

verfasst von Miesespeter, 24.08.2007, 12:13

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Who owns these mortgages? I asked my former partner John Mauldin if he had any figures, since he had just written a report on it. He sent me Chart 44 from A. Gary Schilling’s Insight for January, 2007. The chart is for"Mortgage-Related Securities Holdings by Investor Type." The numbers are in trillions of dollars. The total was $5.4 trillion in 2006. Here is the breakdown.

* 18%: FDIC-insured banks
* 4.5%: thrifts
* 1.3%: Federal credit unions
* 21.7%: FNMA ("Fannie Mae") and FHLMC ("Freddie Mac")
* 15.5%: foreign investors
* 7.8%: mutual funds
* 6.8%: personal sector
* 5.5%: insurance companies
* 3.5%: public pension funds
* 3.1%: private pension funds
* 2.7%: real estate investment trusts
* 2.4%: Federal home loan banks
* 1.8%: securities brokers
* 6.9%: miscellaneous


<ul> ~ Gary North: A Panic Move to Buy Safety</ul>

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• Wer haelt die CMO's - Miesespeter, 24.08.2007, 12:13