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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From: russwinter	10/2/2004 9:47:35 AM
	Read Replies (2) of 110194

Comments and exchanges on the potential for an October surprise (a bogus employment revision to get Bush reelected) Message 20591360 Message 20591749 : To Mish: Well, clearly we both agree that this kind of bogus Land of Oz/Ministry of Propaganda statistical reporting has the potential of blowing up the housing and credit bubble if we get a big bond rate spike, especially with clear indications of a consumer slowdown, at least in the low end. Message 20592713 Seems like the high enders are partying on though, a tale of two Americas. biz.yahoo.com I'm wondering how to trade this. If we get a big phony USD rally, it may be the last chance to get totally out of the USD and into precious metals and strong currencies (which?). There's been a great metals stock rally already though, sidestep it on a trading basis and get out of the way, then look to reenter? How long could a bogus rally last, before the hangover of it hits? I don't think too long.

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