The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: Real Man who wrote (5147)	1/15/2004 9:14:42 PM
From: yard_man	Read Replies (2) of 110194

my comments were very narrowly focused on two different plays -- calls on Eurodollars versus selling puts on Eurodollars -- my conviction is that rates could go lower, but that there is a greater liklihood of them not going higher -- that was all I was commenting on -- I've no position in Eurodollars. Only long RYGBX ... Bond blow-up is consensus -- folks have been calling for it since the dollar first turned down. Someone told me yesterday that Rydex bear/bull ratio was 21 ... appears smaller investors are all on one side of the boat -- the side you like. Have fun.

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