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

To: Haim R. Branisteanu who wrote (7209)	2/7/2004 12:29:49 PM
From: Square_Dealings	Read Replies (1) \| Respond to of 110194

Commercial traders significantly reduced shorts in the Euro,Swiss, and Canadian dollar positions as of Friday's report. They also covered some shorts in gold and silver, and shorted the stock market. I agree with Faber's analysis except the one sentence he devotes to the dollar and suggests being a contrarian to sell it.. I may consider bailing on my Euro,Swiss positions if Treasuries start heading down, which it does seem like they want to do. I think next week we will see more clearly where the currencies, gold, rates, and the stock market start diverging from what has been everything going up at the same time. M