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

To: Real Man who wrote (3403)	12/15/2003 12:48:59 PM
From: mishedlo	Read Replies (3) \| Respond to of 110194

but foreigners, who control 4.2 Trillion $ mostly in treasuries, could notice negative real yields earlier than others, and dump. Japan seems most unlikely to dump but perhaps they slow down buying. As for China, it is still (for now) dependent on US buyers of last resort. Thus I am quite comfortable in my eurodollar plays. They were down 10 last evening and recovered evey bit of that in spite of the US$ and Gold both reversing as well. Lets recap today action. Dollar opened up and gold way down and treasuries down and eurodollars down. Once again eurodollars rose with gold, a falling US$, and falling yields in the 10YR. If Gold hits 420, I expect eurodollars to be up big and that is exactly the opposite of everyone else's thinking here. M