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

To: Mike Johnston who wrote (36503)	7/21/2005 3:20:26 PM
From: Jack of All Trades	Read Replies (1) \| Respond to of 110194

Hedge funds use leveraged money, when I looked into it, typical leverage available is 6-10X to new hedge funds, and more will be given to established customers.

To: Mike Johnston who wrote (36503)	7/21/2005 3:41:46 PM
From: futures speculator	Read Replies (2) \| Respond to of 110194

Carribean pirates is another mystery. They seemed to call the turns in yield very well in 2004, almost perfect timing (when i did a comparison of TIC Carribean flows and TNX) Who knows, if some day a new FED-Deepthroat spills the beans, we might find out that Fed/ESF has been "reflating" even more than people thought, monetizing debt and probably bought stocks big too, aka Greenspan-put, aka VIX <10. The idea could have been to bring all the interest rates in negative (real), make housing surge, to provide jobs which can't be outsourced offshore (some recent study said 43% of new jobs were housing related) and provide even more Americans with a home, a tangible asset to hold on during the upcoming dollar debasement. In the process, it screwed people who were conservative savers (checking acct, not stocks) or living from fixed-income assets. Now, they can proceed with debasing the dollar towards DX 60 over the next 3yr, so all these debts will be paid with cheaper dollars. As long as the decline is orderly (boiling the frog) and considering the recent 15% rally of the dollar, I don't there'll be a "run on the dollar" (panic). US did it 20yr ago, so maybe history will repeat itself.