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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 (33920)6/5/2005 11:08:48 AM
From: russwinter  Read Replies (1) | Respond to of 110194
 
<Is it the Japanese who are picking up the slack?>

Most likely, and in a different arena, the agency market. I'm not so sure Caribbean/UK ratline is involved here any more. The forensics points to the Caribbean upsurge in March being a Pig Man (commercials, and dealers) operation, to set-up the big short squeeze on the Boyz (funds and specs). What do you think of this later theory now?

<how do you reconcile that statement with this post?>

Refers specifically to China. For them to head for the exits by trading maturing US Old Maid Cards in lieu of commodities and oil would be a major flucht in die sachwerte disruptive force. I've always felt that could happen too.