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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 (12582)4/25/2004 12:30:06 PM
From: Wyätt Gwyön  Respond to of 110194
 
Energy is harder to quantify because of the geopolitical risks.

yes, and did you notice some suicide boats just tried to take out an Iraqi oil terminal. what happens if they try the same thing in Saudi Arabia and succeed?



To: russwinter who wrote (12582)4/25/2004 4:43:14 PM
From: NOW  Respond to of 110194
 
it would appear to me that INdias boom is not nearly as commodity dependent and hence a good hedge could be long india short china



To: russwinter who wrote (12582)4/25/2004 8:08:09 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
What do yo see the max as well as most likely that this FED will hike by say next March?

Thanks

M


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