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

To: orkrious who wrote (32019)	5/9/2005 11:49:06 AM
From: John Vosilla	Respond to of 110194

A lot of those so called safe type names in tech land are down huge this year along with some of the cyclical stuff like steel and auto. Interesting that other aras most at risk like homebuilders and financials have held up much better.

To: orkrious who wrote (32019)	5/10/2005 5:26:40 PM
From: ild	Read Replies (2) \| Respond to of 110194

<<<Big deleveraging in process. Exactly as Belkin has said in interview posted here a week ago>>> Today's hedge fund trouble is part of deleveraging. 1-800-GETMEOUT.

To: orkrious who wrote (32019)	1/28/2006 12:18:38 PM
From: shades	Read Replies (3) \| Respond to of 110194

It been over 6 months since this message - what is Belkin saying now? People are telling me to short the financials - but as markets believe the fed is coming to an end in rate hikes - the whole sector is going up - more deals may be coming like chipotle and make the bankers lots of money - and as money leaves housing it may start to pile into stocks.