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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: T L Comiskey who wrote (51544)5/16/2002 3:32:44 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 65232
 
excellent info, I love Grant
HedgeFund buyers can look like real buyers
they are not institutional
therefore assumed retail and brokerage accounts

one of the best articles on bonds/rates/dollar was written by Grant last summer
I still have it, and will try to produce a link for it
I keep extensive silly piles of files at home on a bookshelf
you know?
a pile for Islamic loonytunes
one for macroecon stuff
one for ZealLLC commodity stuff
one for individual stocks of interest
I have the Grant article in my macro-econ pile

CNBC has struggled to distinguish short cover buyers
versus real buyers
they completely overlook the hedgefund issue

I look to the USdollar chart, for a more reliable read
in the last two days, almost all the rally has been given back
simple conclusion, a short cover rally
WHICH FOREIGNERS DID NOT NOT NOT TAKE THE BAIT FOR
THEY GOT OUT YESTERDAY

this whole rally last two weeks smells funny
an alluring woman from afar
get real close and bad acne scars
not to mention she reeks like a middleage French hussy

sure is nice and constructive when Volt is off for 3-4 days playing in sandtraps
/ jim