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

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To: Real Man who wrote (73862)11/8/2006 12:42:44 PM
From: John Vosilla  Read Replies (1) of 110194
 
'(I think it's unlikely that bears will make millions on it - the puts won't be paid due to systemic counterparty failures) The markets to watch are the dollar and 10-year interest rates. The rates will spike, the dollar will fall. Until then, stocks could rally a lot further.'

No argument there. If you want to stay in the stock market on either side of the game you must always play defense. So much depends on continued low interest rates, a stable dollar and easy credit..

Notice how Exxon Mobil just hit an all time high today and oil companies are now up perhaps another sign of the manipulation that took place for the election. Best long side opportunities short term in alternative energy IMHO..
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