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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 (14903)	6/3/2004 7:55:11 PM
From: orkrious	Respond to of 110194

Richebacher's latest is out. In economic terms it perfectly describes what's happening in today's market's. It doesn't talk about commodities, but instead talks about capital flows and the unwinding of the carry trade. I strongly recommend everyone get ahold of a copy. richebacher.com

To: russwinter who wrote (14903)	6/4/2004 10:49:32 AM
From: yard_man	Respond to of 110194

you get hot days in May, June sometimes -- doesn't mean that July and August are going to be x degrees hotter -- something I've been trying to explain to mngmnt here -- In a way it is much worse having the heat in May or early June -- like I said, some gen will still be on maintenance -- high loads can be killer in late May or early June -- doesn't mean the rest of the summer is going to be heck