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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 (23456)	12/16/2004 4:01:09 PM
From: Horgad	Respond to of 110194

Go long dioxin futures.

To: ild who wrote (23456)	12/16/2004 4:31:43 PM
From: ild	Read Replies (1) \| Respond to of 110194

Date: Thu Dec 16 2004 15:02 trotsky (Jack) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved i have a feeling the gold industry will continue to consolidate whether you like it or not. so the question is, is this a good thing? i would say yes...since it ultimately leads to more marginal/unprofitable production being closed down quicker ( the ABX/HM merger being a prime example of this ) , plus by creating bigger companies with bigger market caps, more institutions can be enticed to consider the sector for investment. the industry has always been accused of inefficient use of its capital - the mergers are one way of addressing this. Date: Thu Dec 16 2004 14:43 trotsky (@dollar) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved the spike is probably caused by hedge funds closing the books for the year - i.e. covering some shorts. pm stock money flows tell me it won't last. as an aside, the expecation that the dollar will rally is not a contrarian one imo. i've heard dollar rallies predicted for the past 12 months with unwavering regularity. everything from kooky theories about the debt mountain representing a 'synthetic short position' to the more reasonable idea that it looks pretty oversold has been presented - all the way down. the latest theory holds that the multi-decade support at DXY 80 will most definitely hold. and it probably will, for a while. but people generally underestimate the stickiness of currency trends. in the dollar, there are many potential sellers waiting in the wings...praying for a bounce.

To: ild who wrote (23456)	12/17/2004 4:05:29 AM
From: Haim R. Branisteanu	Respond to of 110194

No reliable hedge yet, posible Ukrainian Eurobonds - therefore smaller position