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

To: russwinter who wrote (4905)	1/13/2004 9:57:56 AM
From: mishedlo	Respond to of 110194

I guess the question I'd ask you is: assuming the Fed fails to throw a penalty flag this year, what would that look like in the markets? Apparently you see economic weakness reemerging as the overlay to your scenario? What happens with all these bubbles (do you see these as speculative bubbles?) and bottlenecks (are you seeing bottlenecks)? How long is all that sustainable in the no penalty flag scenario? Other than Eurodollars and now Euribor I see nothing that interests me. I am looking for a pullback in POG and if we get one, miners are going to get crushed. However, they are slowly working off severe overbought and perhaps the next move is up yet again. I am itching to short this market but have had my head handed to me so many times that I just sit here and watch in awe this market rally. There are no bargains out there anywhere I see. M