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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 (26224)	2/10/2005 7:30:58 PM
From: russwinter	Respond to of 110194

Here's the custodials charted in second chart(enlarge with tab lower right). Unlike Jesse, I don't see this as necessarily USD bearish though, if rates go up (very likely). jessel.100megsfree3.com There was huge amount of money printed up to Dec. 8th, and it takes a awhile for that heroin to abate. Then the Treasury did the huge repos (peaking at 62.75 billion early last week) that ended the first market downdraft, allowing a bounce, as it was combined with the huge short covering bond rally and hedge fund USD liquidation, kind of like lighter fluid on weak charcoal. I'll bet that yesterday was the climax of the bond short covering rally, and that the Wizards have shot their wad prompting fund antics, covering and liquidations. If so, the bond and stock market should come unravelled quickly unless the Wizards ride hard to the rescue and pronto. We are at a critical juncture on this, and it really feels like the defanging of Bretton Woods II doesn't it? If they do so, I feel it will shake the USD and rally real goods.