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

To: Wyätt Gwyön who wrote (19538)	10/7/2004 9:08:29 AM
From: russwinter	Read Replies (2) \| Respond to of 110194

The Aussie 6.75 of 06 would be my first entry into that currency, but I agree that the beta isn't high enough to worry about if you're already in. Yes, I'm completely out of energy now. BTW, I don't expect oil or nat gas (or any commodity) to stay down, unless the Asian Train Wreck creates a sudden bust, a fair possibility. There will be a scramble to get scarce supplies. I see this more as a rapid trading squeeze (based on MoP lies) on long speculators, who have gotten a little too aggressive again. CNBC spends a lot of timing talking energy stocks now, a bad sign.