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

To: SeaViewer who wrote (26158)	2/9/2005 5:17:12 PM
From: patron_anejo_por_favor	Respond to of 110194

Calculating odds is a topic addressed in nearly all poker books, including Lee Jones' book, and Malmouth/Sklansky's books including "Theory of Poker" and "Hold 'Em for Advanced Players". This one speaks specifically to the topic, however: amazon.com

To: SeaViewer who wrote (26158)	2/10/2005 5:21:38 PM
From: russwinter	Read Replies (3) \| Respond to of 110194

Another bail by the foreign custodials: sold 6.259 billion: bought 1.872 agencies, sold 8,132 treasuries. That's 10.820 billion sold over last four weeks, rather unprecedented over the last few years. Fed only monetized $31 million, no coupon passes, ballsy. Avg securities lending at slightly below average 2.109 billion per day for the week through today. They kept repos on fumes below $20 billion most of week, finally popped a little in today. bullandbearwise.com On Friday, the last of the Treasury repos (12 billion) matures, omo.co.nz and this puppy will be flyin' on empty. If not replaced somehow, might get ugly for the market with the after hours DELL earnings, and GOOG unlocking Monday. I have no intention of selling my put positions, or covering naked calls or shorts right here. These guys are on a tight leash. Just look at how quickly "real goods" rallied today, on the first down day the USD has had for awhile. The spec crowd is more neutral and has that "make my day" look on their faces. They are clearly watching Uncle Ernie now. Despite all their guile, subterfuge, and ability to say three things at one time, Message 21034471 Message 21032303 I think they are boxed in. Imagine what happens if they actually do get the printing presses going?