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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 (12128)	4/18/2004 11:51:07 AM
From: orkrious	Respond to of 110194

Rather, we think the majority is wrong because it is not anticipating high-enough interest rates. In other words, interest rates are likely to move much higher over the coming 12 months than most people currently expect. russ, what does saville say about gold stocks? a few months ago he though they would make new highs, then embark on a months-long correction. they didn't make new highs. I would guess his correction is well upon us. tia

To: russwinter who wrote (12128)	4/18/2004 12:36:57 PM
From: gregor_us	Read Replies (1) \| Respond to of 110194

I Would Have Bet Bond Shorts to Be Emboldened... ...by last week's numbers, and to have pushed more of their chips across the table. We could be set up here for a surprise snap-back in the TNX yield towards 4.00%. Great numbers from you and Saville, btw.