Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Knighty Tin who wrote (15701)	6/22/2004 10:44:40 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 110194

But, if he gets aggressive, pardon me while I laugh, they could get crushed. OTOH, and CI had a good piece about this recently, while they may not get crushed from a solvency perspective, the large free profits provided by the spread-carry-trade arb opportunity could quickly disappear, and this in an environment where effective financial profits are like 35-40% of total corporate profits (CI ballpark, when you add in the GMACs and the GE Capitals along with all the official financial profits). so we could see a serious decline in US profits as a result of a yield curve flattening. good thing the stock market doesn't care about profits -g-

To: Knighty Tin who wrote (15701)	6/22/2004 10:49:40 AM
From: ild	Read Replies (2) \| Respond to of 110194

KT, what's up with trading volume? Indices have no movements. Have you observed that kind of lull before? EDIT. I got it. Boyz have sold volatility, so now they need it to stay low. When they make their money they will start rocking the boat again. -g-