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

To: CalculatedRisk who wrote (7750)	2/11/2004 4:54:23 PM
From: mishedlo	Respond to of 110194

Mish, I liked your logic on the European rate cut, but I am not sure it will happen very soon. NOTE: I am trying to be dispassionate about this and figure it out - and I'm thinking as I type. Actually I am not sure when it will happen either. For the record, my calls were purchased at price/strike combinations such that I do not lose and even win small as long as rates do not go up. I win huge if they cut. I do have one set where I do need a cut and I maty bail on those. I am EXTREMELY confident that Europe is not hiking. M