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


To: ild who wrote (15034)6/8/2004 7:06:19 PM
From: Ramsey Su  Read Replies (2) | Respond to of 110194
 
ild,

I suppose the reason we do all this work is to indeed time the implosion.

Is that possible? Let's put it this way, with all the indicators that we are watching as a group, it seems logical that we should at least have a little advance notice. However, that is only half the equation. The market might already have moved in that direction for totally unrelated reasons, eliminating all opportunities. The most obvious would be some geopolitical event, which may tank the market long before any train wrecks.

Having said that, I think the credit bubble is going to burst next week. You should buy your puts first thing tomorrow morning. <ggggg>

Ramsey



To: ild who wrote (15034)6/8/2004 7:58:50 PM
From: ild  Read Replies (1) | Respond to of 110194
 
One Of These Things Is Not Like The Other
Paul L. Kasriel
northerntrust.com