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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: CalculatedRisk who wrote (17282)	12/1/2004 11:24:02 AM
From: mishedlo	Read Replies (2) \| Respond to of 116555

FX Trading The benchmark 10-year Treasury note Monday suffered its worst day in three weeks, the yield rose to 4.33% from Friday's 4.24% close. A pop quiz boys and girls ... now please, put your books away, and no talking during the test. (Charts and other materials attached to help you answer the question.) What was the reason why bonds tanked Monday? a) Hedge funds fear a run on US assets wholesale ie, the dollar, stocks, and bonds. b) The market believes the Fed will hike despite growth concerns. c) International investors (read China) are lightening their loads. d) None of the above. e) All of the above. atimes.com

To: CalculatedRisk who wrote (17282)	12/1/2004 11:37:48 AM
From: mishedlo	Read Replies (2) \| Respond to of 116555

from cashe on the fool on nem & gg I must remind myself that GG Founder and CEO sold a massive amount of his holdings in Gold Corp last December when GG was at a high of over $18.00 per share. The stock dropped a lot and has still not recovered to what it was trading at last December. I sure wish I knew he was going to do that, I would have sold all of my GG then and bought it back this summer. You know the Buy low Sell High thing. One more thing...I rembember JDSU a few years back was trading in the $100 range after lots of splits...their CEO and founder sold his position out in the fall, he said he was "....giving a lot of the money away"..., JDSU started to fall, I got out 6 months later for around $50....today its $3 something. Insider selling has to say something, not just "I'm taking some of my dollars off of the table now to pay me for all the time and effort building this company." Hogwash to many of them. I can see selling some of their positions but when it exceeds half to 90% something is "Rotten in Denmark". I could not see myself selling my PM postions today and buying $'s, so what do these insiders know that we don't? Or will the stock they have retained skyrocket in value to more than its worth today because of the PM bull market? I guess that's the risk to those who remain. Cashe

To: CalculatedRisk who wrote (17282)	12/1/2004 11:50:23 AM
From: mishedlo	Respond to of 116555

ECB cuts 2004, 2005 growth forecasts, sees 2.2 pct growth in 2006 - sources Wednesday, December 1, 2004 3:58:05 PM afxpress.com BRUSSELS (AFX) - The European Central Bank has cut its 2004 and 2005 euro zone GDP growth forecasts and is expecting growth of 2.2 pct for 2006, euro zone central bank sources said. The sources said the central bank now expects growth of 1.8 pct for 2004 rather than 1.9 pct given earlier, and 1.9 pct for 2005 rather than 2.3 pct The ECB left its headline inflation forecast for 2004 unchanged at 2.2 pct, but hiked its 2005 projection to 2.0 pct from 1.7 pct. It forecast 2006 inflation would fall to 1.6 pct The central bank is basing its latest projectins on an average oil price of 39 usd per barrel this year, 44.4 usd in 2005, and 40.80 in 2006. It is assuming a euro/dollar exchange rate of 1.24 usd for 2004, and 1.29 usd for next year and 2006