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

To: Ramsey Su who wrote (3280)12/12/2003 12:20:29 PM
From: Haim R. Branisteanu  Respond to of 110194
 
Thanks for the link, will write 6 month calls on my EUR holdings. IV for 6 months is over 11% worth writing long options.

Every one has 1.2400 as a target we are now at 1.2290

2 weeks ago CitiBank closed USD position, today FRE is testing the waters of EUR buy backs, every business edition on TV speak of the weak USD.

Reminds me of the peak in stock market bubble of March 2001 - when DOT.COM were mentioned every were in the media - six months later it crashed



To: Ramsey Su who wrote (3280)12/12/2003 1:51:43 PM
From: Haim R. Branisteanu  Respond to of 110194
 
Ramsey, spoke with several people who are familiar with FRE FMA dealings all those bids are matched to lower interest rates.

Meaning they will issue the same amount in EUR at lower interest rate.

See also that only around 1/5 to 1/3 is available

(so false alarm <GG>)


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