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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 (15220)	6/13/2004 8:57:40 AM
From: jimsioi	Respond to of 110194

Steven Leuthold ought to read quaimodos' piece quasimodos.com If Barron's is pitching commodities.....that's a warning in of itself...There is no doubt that inventories for certain commodities, particularly base metals are declining dramatically but that doesn't mean that hedge fund operators can't be washed out by their own liquidation. I think that is what we will eventually see as the yield spread further flattens...It's not the fundamentals its the mechanics of the market that are in charge and those are of a liquidation nature...in my opinion...