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

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To: Wyätt Gwyön who wrote (12463)4/22/2004 4:59:46 PM
From: gregor_us  Read Replies (1) of 110194
 
Have Not Seen a Recent Oil Post from you Darffot, But

a 60 day theme I am turning over in my mind is that the Iraq Drop Dead Date of 30 JUNE 2004 is hanging out there in the Winds of Uncertainty, and it's very, very hard for me to see how the Oil Market can negotiate it other than to push spot, and near-term futures, up, on the approach.

Thoughts?

I am proposing to lay this dynamic down on top of the post-Fed Drama landscape, the continued news flow about global oil demand, and the possibility the USD is set to soften a touch here.
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