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

To: futures speculator who wrote (36676)7/22/2005 4:19:55 PM
From: russwinter  Read Replies (1) | Respond to of 110194
 
All I know is that specs are short 70,000 Yen futures and options, and are asking for it in this climate. Treat it as a gift for those not long Yen?

Good looking gold COT, but look at the rate complex. To me doesn't even look like a rate hike is coming on 8/9, which would be shocking (even though the housing Bubble will never survive the next one) given Greenspan's rhetoric this week. Setting up another offside trade to ambush specs for his cronies and Mr. Creosote? Translate: extreme monetization, and easy money. The catalyst for a USD bust, and monetary goose might be the 8/5 jobs report, revision time. The stock market set up looks negative from the COT vintage.

futuresemail.com



To: futures speculator who wrote (36676)7/22/2005 6:24:51 PM
From: mishedlo  Respond to of 110194
 
1) sell the news
2) There are more problems in China than people know about and money is leaving
3) Interest rates in US are way higher and people now get the idea that China is going to adjust repeg far slower than anyone thought

All of those work for me

Mish


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