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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 (4891)	1/12/2004 10:08:24 PM
From: Jim Willie CB	Respond to of 110194

right, product deflation, debt deflation commodity inflation, energy inflation, food inflation rising production costs falling pricing power falling USDollar rising foreign currencies so the geyser builds under gold, silver, oil, gas and will continue eventually the falling dollar attacks and crucifies the bond market / jim

To: mishedlo who wrote (4891)	1/12/2004 10:26:09 PM
From: russwinter	Read Replies (1) \| Respond to of 110194

<but EVERYBODY is positioned for higher rates> Think it's time to lay that one to rest too, at least in terms of sentiment. MarketVane (from Barron's) for T-Bonds BEFORE Friday's employment report was 53% bullish, for EDs it was 52%. Rather inconclusive either way, but I imagine the bulls have come out now. I spotted a 12/2 reading on gold, 86% bullish. I'll admit that appears to be a problem, who are they going to sell too? Hightower Commodity report has done an analysis of the usual relationship between net changes in speculator positions and price since 1995. Gold: $2.38 per net 10,000 change large and small combined (futures and options) spec net position. Current positions: Gold: specs net long 188,702