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

To: russwinter who wrote (28333)	3/10/2005 10:21:16 PM
From: kailuabruddah	Read Replies (3) \| Respond to of 110194

I think much of the gaming sector is in the process of giving us topping action: PENN MGG WYNN SHFL SGMS AZR That "should" be one of the sectors that feels some pain with the pending consumer (Bully in particular!) slowdown... Even Bully can't like the yields rising in the 5 and 10 Years... WCI is indeed a leveraged play on 2nd homes in Florida: wcicommunities.com Short Interest Ratio has gone from 12 days in SEP to 6 days in FEB while the stock has gone from 20 up to 35 - so, many shorts have thrown in the towel... but, today was only the first trip below the 50-Day MA, so a better entry point will be a few weeks from now... SBUX is another consumer-slowdown bet (with chart technicals allowing for a good entry point)... Unless COF fills its 80-81 gap, I think you are safe with your April puts...

To: russwinter who wrote (28333)	3/11/2005 2:17:39 AM
From: mishedlo	Read Replies (3) \| Respond to of 110194

Currency Madness Between February 22 and March 10 we have witnessed in order the following sequence of statements by South Korean officials 1) South Korea would diversify out of US$ 2) denial of those statements 3) threats to intervene and buy US$ 4) actually carrying out that threat with a $2 billion currency intervention. Meanwhile Japan 1) threatened to intervene 2) the Japanese PM threatened to diversify out of US$ 3) later the very same day the Japanese MOF denied that diversification threat. ........ ..... My latest blog post globaleconomicanalysis.blogspot.com