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

To: Roads End who wrote (30880)	4/17/2005 10:09:02 PM
From: Taikun	Respond to of 110194

The ASX is off 0.3%. Not exactly melting. Could be a deal on ADRs tomorrow. BHP etc.

To: Roads End who wrote (30880)	4/18/2005 12:20:45 AM
From: ild	Read Replies (3) \| Respond to of 110194

Big deleveraging in process. Exactly as Belkin has said in interview posted here a week ago weedenco.com That implies that the hedge funds will be de-leveraging. Which is not good. Leveraging has been the essential force buoying the world markets. If we now go into liquidation and de-leveraging, it will be like pulling the layers off the onion. That makes markets go down. It is like a gigantic global margin call. One that should puncture the bubbles in stocks, bonds, emerging markets, credit spreads and derivatives.