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

To: Square_Dealings who wrote (24002)	1/3/2005 11:31:45 PM
From: SOROS	Read Replies (2) \| Respond to of 110194

I read that the SIR Equity Put/Call Ratio (put volume divided by the call volume for all options activity for all equities) in the front three months was 0.31, and this is the lowest, most bullish ratio since January 6, 2004. At the same time, you've got Krudlow almost foaming at the mouth in a hysterical bullish tirade day after day telling investors that the economy is great, debt does not matter, deficits are an illusion with zero significance -- I haven't heard it, but I'm sure he's used the words, "it's different this time." Where is Greenspasm with his "irrational exuberance" speech? Surely the action in GOOG is much more deserving than in 1996 and equally moronic as valuations in early 2000. I'm sick of waiting for nature to take its course. Could we just have a derivative blow up or a local volcano or tsunami in NY (near the CNBC headquarters)? Let's get it on and watch the real crooks do some suffering for a change. I remain, SOROS

To: Square_Dealings who wrote (24002)	1/4/2005 12:51:05 AM
From: mishedlo	Read Replies (1) \| Respond to of 110194

I expect bonds to start breaking down here soon also. Why? If jobs data or housing data is bad, treasuries are most likely going to rally. Mish