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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 (35688)7/10/2005 5:05:59 PM
From: ild  Read Replies (1) | Respond to of 110194
 
How much longer can the market continue to rally on the hope that the Fed is about to stop tightening?



To: russwinter who wrote (35688)7/10/2005 10:06:07 PM
From: ild  Read Replies (1) | Respond to of 110194
 
Just a few short years ago if one wanted to get "low doc" loan he's pay at least 2% extra over "full doc" rate. Nowadays having a good FICO score is enough to get "full doc" rate when you are "low doc" applicant. I wonder if FIC algorithms account for bubbles?



To: russwinter who wrote (35688)7/10/2005 10:28:07 PM
From: ild  Read Replies (2) | Respond to of 110194
 
Russ, have you been following Dollar Index COTs? Commercial are very short, although the $$$ amount at stake is fairly small.

freecotcharts.com

Dan Norcini bases a nice theory on Dollar Index COTs
Message 21491173

It looks like he thinks that gold commercials will get run over.