Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ild who wrote (11511)	4/8/2004 1:10:09 PM
From: ild	Read Replies (2) \| Respond to of 110194

Date: Thu Apr 08 2004 12:48 trotsky (Rydex bond ratio) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved this ratio is at a new record high, an INCREDIBLE number actually, 35.8 - i.e. Rydex based bond short positions are now almost 36 TIMES larger than long positions - iow, a bearish consensus of 99,99%. no bulls left whatsoever. at the same time, yields are hugging the upper line of their trend-channel, an ideal point from which to stage a reversal. trotsky (bonds) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved correction, as a ratio, it's a bearish consensus of 'only' 97.22%. i have NEVER seen such a consensus. one must conclude the a number of recent trends is close to reversing ( primarily stocks and bonds...but also oil, which should go up on account of being positively correlated with bonds for the past several years ) .