Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: russwinter who wrote (7143)	2/6/2004 3:27:13 PM
From: ild	Read Replies (1) \| Respond to of 110194

Gold COTs 02/03/04 Commercials covered over 23K contracts cftc.gov EDIT: They also went short a little SP500 cftc.gov

To: russwinter who wrote (7143)	2/6/2004 4:02:53 PM
From: ild	Read Replies (1) \| Respond to of 110194

How do you play this train wreck?

To: russwinter who wrote (7143)	2/6/2004 4:15:06 PM
From: yard_man	Read Replies (1) \| Respond to of 110194

I agree on timing of the TRAIN wreck, but not sure government numbers will ever be accused of telling the "truth."

To: russwinter who wrote (7143)	2/7/2004 12:28:19 AM
From: mishedlo	Respond to of 110194

Mish to Harmy..... Scrap Steel up 30% overnight Anyone buy this story? If true, implications? Reply from Harmy - from down under Yes, I buy it !! The coking coal producers down here have just concluded the '04 price negotiations. It's up a mind-blowing 40% percent - forty percent in a year !! - and all because the Chinese are importing it and not exporting it. The Japanese who we mainly sell to were wringing hands and begging for a reduction but they didn't get it. A few posts back I said that commodities would go up on the back of a weak USD and rising shipping costs and this proves it. Regards Harmy