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


To: mishedlo who wrote (4644)1/9/2004 11:35:32 AM
From: Jim Willie CB  Read Replies (1) | Respond to of 110194
 
this US$ collapse and energy upmove is phenomenal

we are in the sweet spot of this new trend
euro is breaking up strong
jyen is breaking up strong, despite moronic BOJ actions
canadian is breaking out finally, now over 78 cents
so are gold and silver strong

NATGAS AT 7.30
CRUDE OIL AT 34.5

we now have a defacto euro denomination for crude oil
OPEC announced concern over a weak US$, and an increase in the interval they manage in price

THIS IS A CRUDE OIL DEFACTO PRICING IN EUROS

/ jim



To: mishedlo who wrote (4644)1/9/2004 2:37:26 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 110194
 
wife received a $10 coupon to KSS

i receive a coupon from ODP every few weeks--$15 off for a purchase of $75. i never go there unless they send one of those coupons now. i much prefer them to those mail-in rebates which i never can be bothered to send in.

WSJ article the other day about GM's inability to turn off the rebates. with 1.9% 6yr financing on nearly ever model, even i would be tempted to arbitrage this into 6yr zeros, if only i didn't have to buy a piece of shih American car.