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

To: Crimson Ghost who wrote (5104)	1/14/2004 6:55:06 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

Congratulations on your T-bond call. Thanks but in all seriousness a good call should make one money. I did not play it. But.... I did massively play Eurodollars (and did very well) and still say the next big thing is a surprise cut in Europe. I tried to lay out scenarios on Treasuries and where they would bounce etc and I hit every bounce point, but a huge success in eurodollars made up for it. I missed the blowoff top in gold and silver. Silver was very disappointing. I was in call spreads and the upper end just blew up enormously and I was maxed out at the top of the spread. Who knows, that may have another run or not. Miners I exited near the top so that was good. We all believe the same thing here. Greenboink's assinity put us in the mother of all bubbles. MOAB (hey I like that do you?) Where we differ is where to from here. IMO his ONLY choice is to keep inflating that bubble. Sad but true. If russ comes up with another energy or grain play I am following him in if I have margin to spare. Otherwise I hope miners get slaughtered here and I can get back in at great prices. Keep up those JBRs. Thanks Mish