Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Taikun who wrote (49677)	5/10/2004 6:16:10 AM
From: smolejv@gmx.net	Read Replies (1) of 74559

Hi gang - being 60 plus entries behind I'll probably repeat an argument or two... re >>If AG, being able to wind up the carry trade through speeches on rate increases<< I don't think AG will do anything, if anybody it will be the carry traders who will (on the balance of fear and greed) unwind the positions. How they'll manage that I have no idea except I can expect the traditional "pass it down the pyramid to the more appropriate sacrifical lamb". I can just take some blind shots... FNM? Oh well, too big for that - pass the buck on... JPM? Well, this one could still turn out bigger that LTCM... Quoting Midnight Cowboy: "Where's Joe Buck" ... No, J6P needs some rest and some more disposable cash before Nov. So ... Why not stick it to the world?... DJ PS: the terminal here at Bled library is somewhere between 14 and 15" and on top of that I don't want to print pounds of paper. So all this is without my usual DD...

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