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

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To: ild who wrote (11895)4/13/2004 5:31:21 PM
From: rubed  Read Replies (1) of 110194
 
Can't believe I just saw a great discussion on rates, the CRB and the market on Kudlow and Cramer (not because of K and C, but because of Abrams, Spott and Lavorgna).

The most interesting part of the conversation was Spott saying that we are in the sharpest part of the dollar up/commodities down correction - soon to turnaround as there is maybe 25% left in this correction according to Spott (I think we all needed to hear that after today).

They also recommended getting very wide of the S and P as it is going to be a slow nasty bleed.

I just post this because it is very interesting to see this type of stuff on K and C, the home of the bull and all other sorts of crap. K and C were actually agreeing...

rube
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