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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 (5488)	1/19/2004 12:07:47 PM
From: Secret_Agent_Man	Read Replies (1) \| Respond to of 110194

russ, are you sure the 10Bil is total or is that for 1 week? and is that just treasuries?

To: russwinter who wrote (5488)	1/19/2004 12:46:20 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

From Brian on the VIX Spent some time looking at the VIX and the SPX this morning, and found the following charts compelling (its best to paste them in two windows and view them at the same time): tinyurl.com tinyurl.com When I mentioned in that last EW post ( boards.fool.com ) about the risk in the market being defined as the inverse of the VXO, I had in mind this relationship in mind. Of course, the absolute level of the SPX will influence this chart, but that actually makes the current environment all the more striking when compared to 1999-2000. FWIW, Brian

To: russwinter who wrote (5488)	1/19/2004 6:40:41 PM
From: Wyätt Gwyön	Respond to of 110194

On sentiment: the latest MarketVane on T-Bonds showed 60% bulls, and on the Euro$, 56% bulls i don't think investors are postured bullishly on T-Bonds--i have no opinion on Euro$. in the Where Do People Put Their Actual Money Dept: "our FX and bonds data suggest that all investors are generally short USDs and US debt... Various surveys of portfolio managers have consistently shown fixed-income investors in aggregate well below target durations for some time..." morganstanley.com