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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: yard_man who wrote (4185)	12/30/2003 5:07:46 PM
From: reid brandon	Read Replies (1) of 110194

Its like no where to go but up, there is no room for a "fall" in interest rates so yes, "smart" money is preparing for a rise. My observation was that the short funds are bottoming, being contrarian to that is contrarian squared I suppose. FWIW I am 75% cash, owning a few energies, exploration stocks and gold. Outside of LU which I am long (cuz I bought in and didn't have a stop loss!) Reid

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