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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 (33921)6/5/2005 2:18:02 PM
From: orkrious  Read Replies (1) | Respond to of 110194
 
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).

if that's true, then that trade has to be unwound, and in fairly short order we should see a fairly dramatic rise in interest rates and fall in the dollar, correct?

after all, other than the Caribbean "group," FCBs have essentially left the market (per that CI chart). the Caribbean group is gonna have to sell, and no one is going to be there to buy.