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

To: russwinter who wrote (9474)3/5/2004 3:31:20 PM
From: ild  Respond to of 110194
 
COTs 03/02/04

As expected large specs liquidated a lot of long gold positions
cftc.gov

The numbers do not include another big liquidation on Wednesday

Interesting positioning on SP500
cftc.gov

Large specs and commercials against small specs



To: russwinter who wrote (9474)3/5/2004 4:39:18 PM
From: NOW  Read Replies (2) | Respond to of 110194
 
how is rising consumer credit inflationary?



To: russwinter who wrote (9474)3/5/2004 5:08:14 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
Consumer credit out, expectation was about $6 billion increase. This doesn't look deflationary to me, it looks like an credit induced inflationary boom:

You are not listening to the market.
What did treasuries say today?

I rest my case.

Mish


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