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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: mishedlo who wrote (27437)2/28/2005 6:50:11 PM
From: russwinter  Read Replies (2) of 110194
 
Another limit up for lumber:

futures.tradingcharts.com

CRB going parabolic:
charts3.barchart.com

Can't say I'm in any hurry to get long EDs. You will have to see some very strong signs of a real slowdown now. It's out there, and will be caused by the Train Wreck you are witnessing above, but the Fed now has their hands tied with a major hyperinflationary outburst.

Indicators that might do it for me:

Baltic: a break below 400
quote.bloomberg.com

MBAA Purchase index: a string of at least 3-4 weeks below 400, with a 380 in there.

3-5 weeks in a row down yoy steel output

Drop in Rasmussen consumer index below 110, for four weeks running.
rasmussenreports.com

A 10% drop in yoy home sales in these "hot" northern Calf. counties.
dqnews.com

A 5% drop in yoy inbound containers West coast ports.
Message 21035694
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