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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 (23176)12/9/2004 10:15:49 PM
From: FiveFour  Respond to of 110194
 
went long Aug 05 Vix today at 17.20... 9 months is a long time and IMO 17.15 is way too cheap.

fwiw, there was a BIG seller this afternoon.



To: ild who wrote (23176)12/10/2004 6:49:40 AM
From: russwinter  Read Replies (2) | Respond to of 110194
 
Meet Bully:
Message 20843999

Bully loves easy money and inflation, it's a giant sucking sound for him/her. The driver for this is the relentless intervention
jessel.100megsfree3.com
and paper printing from the CBs in Asia and the Fed.
jessel.100megsfree3.com

The CBs severely distort the market, and other players (bond or junk bears) dare not get in their way. Ironically this money printing/intervention and inflation is now having a serious negative impact on anybody who is not a Bully.
azcentral.com
Message 20843999
Message 20837865

So I guess we look for two outcomes, non-Bullies just failing, being unable to meet obligations, or secondly the CBs backing away from the money printing, that has recently accelerated to a new dimension. These markets on now on hyper steroids. If the steriods get removed in any way, Bully shorts (the toys, consumer products, and props that Bully loves to maintain his/her credit induced, bloated, inflation causing lifestyle) will be the play of the decade.

Bully shorts, scarely a pause in most:

stockcharts.com[m,a]daclniay[pd20,2!b50][vc60][iUc20!Lf]&pref...

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stockcharts.com[m,a]daclniay[pd20,2!b50][vc60][iUc20!Lf]&pref=G

stockcharts.com[m,a]daclniay[pd20,2!b50][vc60][iUc20!Lf]&pref=G

stockcharts.com[m,a]daclniay[pd20,2!b50][vc60][iUc20!Lf]&pref=G

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To: ild who wrote (23176)12/10/2004 10:23:02 AM
From: ild  Respond to of 110194
 
Global: Debating the Dollar (Part I)

Stephen Roach (New York) and Global Economics Team

Asia/Pacific: Seesawing into 2005

Andy Xie (Hong Kong)

morganstanley.com