Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: Moominoid who wrote (53412)	7/15/2006 12:03:28 AM
From: YanivBA	Read Replies (1) of 116555

I don't know if the market is really sensitive to the Yen monetary base (yet) on a day to day basis. The Soros CNBC interview (gold bottom day) suggests at least hedge funds are currently aware to this issue so there is case for a positive response. news.moneycontrol.com I already covered but that was because I felt the shorts are (still) an opportunistic bunch of people and would like to take profits just to reopen their positions higher. In the mean time it seems the longs can't seem to stop selling so I don't know if that was very smart of me. Lucky for us we trade last on Sunday so by the time market opens we will already know if the BoJ intends to redrain Friday's liquidity. It is also reasonable to assume that the Nikkei should be more sensitive than us so we can just play follow the leader on this and not break our heads about it. What I think we can take out of this is this: If the hedge funds are aware of this issue than that does determine that leadership will rest in the hands of the Nikkei at least for a day or two. YanivBA.

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