Credit Tightening Casualties

Description:

These are companies I feel may become the next casualties of the current crisis points in the market if we do not see a Fed rate cut.

AHM was the baseline for my analysis and I looked for companies that appear to be at least as insolvent as AHM. These companies are very small and appear to be most at risk for a crisis if they are forced to liquidate asssets as AHM was.

The ultimate question is exactly how much exposure these companies have to the bad paper. Time will tell.

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