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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (4222)	7/3/2001 9:10:38 PM
From: John Madarasz	Read Replies (1) \| Respond to of 33421

John...thanks for that metal link, and for the great work here. Have a nice holiday, Best, John

To: John Pitera who wrote (4222)	7/7/2001 1:22:36 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 33421

John - "All commodities' prices ultimately tend toward the cost of production." Have you ever heard this line ? (I am not sure I stated it exactly right ...) Any thoughts on it ? (If this has already been discussed, please excuse me). I used to be a "foaming-at-the-mouth" inflation / "everything will deteriorate to speculation" - kind of guy (in my youth) ... But, now -- I actually do things like buy 2-yr. Treasury notes. Jon.

To: John Pitera who wrote (4222)	7/8/2001 2:37:54 AM
From: Nikku Nayar	Read Replies (1) \| Respond to of 33421

Hi John Regulars please excuse this intrusion while I pick John's brains :) I ordered my copy of Stigum's "The Money Markets" but I can't wait for it to get here to ask you this question! Can you tell me why the monthly charts for the Eurodollar and Treasury Bills (13 week ...?) seem to look almost identical? If you want me to read Stigum before answering, no prob :) My terminology will be bogus here but - is there a 'spread' or some other technique which we can use to exploit very short term discrepancies between the pricing of these commodities? Hope I'm describing this correctly - the charts I'm looking at are here futures.tradingcharts.com futures.tradingcharts.com Thanks John all the best Nikku

To: John Pitera who wrote (4222)	7/9/2001 12:45:14 PM
From: Hawkmoon	Read Replies (3) \| Respond to of 33421

Y'all want to see a scary chart? This is the 10 year MONTHLY chart for MSFT: bigcharts.com Look at that Stochastic getting ready for the big plunge!!! I would reckon a drastic downturn in MSFT could put the hurt on the Nasdaq back to previous lows, or lower. The Nasdaq down channel indicates we should hit 1,400 sometime this fall. And we all know that MSFT announced lower revenues for the first time in its history, clearly making its current market cap unjustifiable. But they have a ton of cash they could feasibly deploy in their put writing program and for buying back stock. (Edit: But I guess they need to set aside enough to cover the multi-billion fine they are going to pay to the Feds). Any thoughts? Hawk