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

To: Horgad who wrote (23604)12/20/2004 11:08:31 AM
From: Knighty Tin  Respond to of 110194
 
Horgad, It looks like there has been a great effort to knock it down. If today's rally holds, the huge short positions could be ready for a whuppin'.



To: Horgad who wrote (23604)12/20/2004 5:04:41 PM
From: yard_man  Read Replies (1) | Respond to of 110194
 
Why not wait for it to become general knowledge that Auto sales are in the tank and not coming back? Pd will be a decent play as soon as that sinks in, IMO.



To: Horgad who wrote (23604)12/20/2004 10:00:44 PM
From: Archie Meeties  Read Replies (1) | Respond to of 110194
 
Because manufacturers enter into long term contracts with suppliers in an attempt to make costs "knowable". Until they expire, re-engineering catalysts to use more pd than pt are on hold. Also, the supply picture for pd is bearish. Last numbers I saw were about 1mill oz oversupply for 2003. On the other hand, a recent catalyst innovation incorporates pd into diesel catalyst. Previously, they were exclusively pt.


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