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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Trumptown who wrote (66424)	10/3/2003 5:27:43 PM
From: Real Man	Respond to of 94695

I am clueless. So? I think the market will start to drop rather sharply on Monday. If not, something else is going on. I can afford to wait either way, as I don't expect this rally to last from here. Well, if it does, then I'm wrong. I'm watching bonds and the dollar. Liquidity is the key. There is LOTS of it now, but if long term rates rise and the dollar falls, there will be severe lack of liquidity. This means only one thing for 150 Trillion in credit derivatives. That is, WHAM! I'm watching ten-year and agency swap spreads to get a clue.