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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 (4835)	1/12/2004 9:20:36 AM
From: russwinter	Respond to of 110194

Admitedly, we are all playing variations the debasement, hyper-liquidity theme to one extent or another: I'm doing it through energy, remaining PM stocks, and corn (hedged with short sales on financials, retail, and tech). Just be careful with it, as it is the Year of the Monkey. I know the Fed acting in a more responsible manner is a bizarre suggestion for me to make, but stranger things have happened. For instance, in the very short term (yeah I know, may not last) they've pulled back on the easy loans to their cronies: bullandbearwise.com