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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: ild who wrote (19880)10/13/2004 11:25:23 AM
From: russwinter  Read Replies (2) of 110194
 
There also appears to be a general Asia slowdown trade (true and factual, in fact maybe worse). Of course the playbook says sell transport (stocks like YELL getting hit hard today), and by association metals. The cognoscenti hasn't figured out the real rerason why Asia is coming unglued, and that's shortages and sky high input prices.
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