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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (15587)6/20/2004 12:38:01 PM
From: russwinter  Read Replies (2) of 110194
 
I look at both futures and options, and specs were only long 24,721. Additionally, that was as of last Tuesday, and there was certain to be more spec liquidation on Wed-Fri. Finally with $100 billion in managed futures account (see page 2 of Hightower Report), the notion of there being NO specs in these individual commodities is fairly remote, and I think one has to adjust accordingly. So to me specs look washed out on their selling in grains and metals, but could still be a small factor in energy: net net, a real good set-up for another big commodity killer wave upwards, I'm very bullish on them. The token 25 bps increase in FF on 6-30 will only ADD fuel to the fire, not diminsh it.
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