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

To: Condor who wrote (9862)	3/10/2004 1:55:55 PM
From: mishedlo	Read Replies (2) \| Respond to of 110194

I am in eurodollars and euribors. The attempt to stop the trainwreck will involve interest rates CUTs in Europe, and possibly the US a little later. I have been in them massively since Sept. People here expecting rate hikes have gotten their heads handed to them. I continue to expect cuts. Euribors are a huge bargain. I recommend Dec 05's They have another 100 points or more left in them. A real no brainer. Gold at 400 is pretty attractive as well. I have a small amount of that. Mish