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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Wyätt Gwyön who wrote (19538)10/7/2004 9:08:29 AM
From: russwinter  Read Replies (2) of 110194
 
The Aussie 6.75 of 06 would be my first entry into that currency, but I agree that the beta isn't high enough to worry about if you're already in. Yes, I'm completely out of energy now. BTW, I don't expect oil or nat gas (or any commodity) to stay down, unless the Asian Train Wreck creates a sudden bust, a fair possibility. There will be a scramble to get scarce supplies. I see this more as a rapid trading squeeze (based on MoP lies) on long speculators, who have gotten a little too aggressive again. CNBC spends a lot of timing talking energy stocks now, a bad sign.
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