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To: marginmike who wrote (278856)3/3/2004 11:07:58 PM
From: mishedlo  Read Replies (1) | Respond to of 436258
 
I am 96% or whatever in Eurodollars and Euribors so I want bad jobs.

BTW - I am not talking about the spin on jobs which will be good no matter how bad they are (unless they miss badly), but actual jobs. With this buildup I say the reaction will be that "jobs suck" even if they come in as expected.

That means treasuries up, eurodollars up and the stock market could do anything and possibly a big gap and crap.

Good luck to us both.
BTW do you have rental property or did you just take advantage of discounts for yourself? Which side of this rental discount are you on?

Mish



To: marginmike who wrote (278856)3/4/2004 11:14:27 AM
From: MythMan  Read Replies (2) | Respond to of 436258
 
what kind of tough love are you looking for?



To: marginmike who wrote (278856)3/4/2004 1:34:37 PM
From: mishedlo  Read Replies (1) | Respond to of 436258
 
hey I am short here, and evenunloaded golds for coming Tough love so I hope your right-ng

The problem for you is WEAK jobs. I expect them to disappoint or "sell the news"
Eurodollars and euribors both rising, th elatter after a decent selloff. I got my Euribor futures back this AM.

If jobs suck the spoos can take out that last area of resistance, whether or not or how long it holds is another story.

Are you primarily short tech or nontech here?
BTW - I got back in gold calls just now, cause if jobs suck treasuries and gold should both rally.

Mish