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

To: Real Man who wrote (5147)	1/15/2004 1:58:03 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

VI I just do NOT buy that one bit. If one lived abroad that is true. For someone living in the US, that 30% drop in the US$ probably matters about oh shall we say 2-5%. Health costs are not going up because of the falling $. Manufactacored good are still falling in price. For someone in Europe buying the DOW they perhaps made nothing. A claim that those in the USA made nothing either is quite simply preposterous IMO. Mish

To: Real Man who wrote (5147)	1/15/2004 9:14:42 PM
From: yard_man	Read Replies (2) \| Respond to of 110194

my comments were very narrowly focused on two different plays -- calls on Eurodollars versus selling puts on Eurodollars -- my conviction is that rates could go lower, but that there is a greater liklihood of them not going higher -- that was all I was commenting on -- I've no position in Eurodollars. Only long RYGBX ... Bond blow-up is consensus -- folks have been calling for it since the dollar first turned down. Someone told me yesterday that Rydex bear/bull ratio was 21 ... appears smaller investors are all on one side of the boat -- the side you like. Have fun.