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

To: damainman who wrote (24596)	1/13/2005 4:00:58 PM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

That explanation sounds very possible. I just checked some of the larger banks and most appear to have faultered with the markets. Guess the fund managers truely had no where else to hide with flattening yield curve but the builders. Also look at Alcoa which I would have thought would also have been doing well lately. Could buying puts on day of builders earnings in February-March make the most sense as a strategy to profit from all this? I sense another move up here for the overall market short term.