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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (1224)	3/4/2004 5:00:10 PM
From: mishedlo	Read Replies (4) \| Respond to of 116555

additional thoughts on tomorrows JOB reports: Strong jobs could easily be a gap and crap, or a crap and crapper. I will be looking to short strong jobs on a gap up but reserve the right to change my opinion. Strong jobs IMO is beating the street by 10,000 or so. Personally I think they miss by 15,000 and brag about the increase. My WAG is that will initially satisfy everyone (stock and bond holders). Any neutral or miss in jobs should be good for metals and treasuries and eurodollars. No guess on how the market reacts. A big miss could lead to a blowoff top in the markets. Who knows? At some point what is good for bonds will be bad for the markets but right now they are in sync. A strong rally in treasuries and a big selloff on big volume on the DOW and S&P should seal the top but we will see.