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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 (14381)	5/24/2004 12:15:21 PM
From: gregor_us	Read Replies (3) \| Respond to of 110194

The Reflation Trade Morphs into the Inflation Trade? As you can imagine, today is a very, very exciting day for me--seeing the XOI move like that with all the oil majors cranking. A portfolio of Calls is an exciting thing to watch... So Russ are we seeing the morph, of the previously smacked-down Reflation Trade, into, the Inflation Trade? What oil, the commodity, would do after this OPEC weekend was a no brainer--but, even I am surprised to see the Oil Majors make their move just now. The capitulation to the upside has finally come? No doubt I am being a tad wishful here? In my previous posts I've advanced the idea that the Oil majors need visibility on the price of oil. 25,45,39,40....whatever. Any price will do. Just a cessation of the volatility to allow the traders to take a position in the stocks with less fear of a boomerang. Meanwhile, Gold looks terribly interesting here as well.