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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To: Wyätt Gwyön who wrote (68467)	8/18/2006 12:06:37 PM
From: mishedlo	Read Replies (2) of 110194

Are we discussing sentiment or are we discussing what the PE is supposed to be on oil or how bad financials look fundamantally? OK it was the trade of the lifetime. You made it. Is it still the trade of a lifetime? Maybe it is. The odd thing is that I agree with you! The weightings on energy in the S&P will likely rise, especially over time. That has nothing to do with current sentiment and you are the one that equated them not me. BTW I am not sticking up for Heinz. The origin of his post is something I sent him and he commented about on Kitco. He posts stuff all the time on Kitco that I send him. Furthermore, even if that was not the case, am I not allowed to comment on what I believe to be faulty errors in someone's logic? Again the weird thing is that I agree with you that energy is underweight in the S&P. I just do not think one can relate intermediate term sentiment that way. By the way, the $CRB appears to be breaking down, and it if goes the oil sector will lead the way. Mish

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