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

To: ild who wrote (9184)	3/2/2004 3:09:19 PM
From: Box-By-The-Riviera™	Respond to of 110194

okay don't know if that will work or not being company specific versus broader index positions reflecting the broader moves....

To: ild who wrote (9184)	3/2/2004 3:55:12 PM
From: ild	Respond to of 110194

Date: Tue Mar 02 2004 15:32 trotsky (@Iraqi oil production) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved as i said before, the official numbers can confidently be considered to be pure BS. their pipelines get bombed about twice a week...so how is the oil supposed to get out? also, how come oil inventories across the entire industrialized world are basically at 30 year lows? the strategic reserve buying in the US can't account for that fact, since the same is true for Europe's, Japan's, etc. inventories. imo very little oil is actually coming out of there...and i don't believe their production data either - their equipment is completely run down and in disrepair...it's going to take years to remediate that, just as it took years in the FSU states. Date: Tue Mar 02 2004 15:18 trotsky (goldeye) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved Greenspan's remarks were actually dollar bearish -in addition to that, the speculator short position against the dollar isn't what it used to be. they've been net short the Yen and the loonie for over a week, and i bet the remaining euro and sterling long positions got unwound in one fell swoop this week.