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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: NOW who wrote (2108)	11/13/2003 6:21:04 PM
From: mishedlo	Respond to of 110194

just buy eurodollar futures and relax. Rates are not going up 1% by sept next year. Buy sept or Dec 2004 futures. shorting OTM eurodollar puts is also a no brainer here IMO M

To: NOW who wrote (2108)	11/13/2003 6:30:10 PM
From: mishedlo	Respond to of 110194

Even though they are early they are correct. But nothing like being early and getting wiped out. (Doubt that can happen in that fund though) Look at this... There will be panic some day out of US binds and literllay MILLIONS can be made if one is positioned correctly in calls or puts on futures. The Fed's latest data show foreign central banks hold $799 billion in Treasuries and $203 billion in agency bonds, topping the $1 Trillion level for the first time. "Fears of selling have so far not been borne out," the Financial Times recently reported. "Since the beginning of this year, foreign central banks' holdings of Treasuries and agency bonds have increased by $150 [billion], helping underpin the market. Foreign investors now own almost a half of liquid Treasury bonds." In that June massacre just 3 futures would have netted you $30,000 (imagine what 30 calls would have done) M