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

To: ild who wrote (37092)	7/27/2005 10:41:03 AM
From: ild	Read Replies (2) \| Respond to of 110194

Date: Wed Jul 27 2005 10:07 trotsky (@stock market) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved quite a few stocks are recently declining right after reporting strong ( in many cases even record ) quarterly earnings. this suggests that the favored sectors of the market ( HMO's, homebuilders, real estate holding cos., oil refiners, etc. ) had already priced the news in prior to the release of the reports. it may also mean that earnings in these favored sectors have reached a cyclical peak. Date: Wed Jul 27 2005 09:19 trotsky (Bleuler@Yuan) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved "If their currency becomes freely tradable some believe the Yuan will actually go down in value since many in China may choose a safe haven for their capital.' i am among the handful who so believe, only for a different reason. imo the force driving the Yuan down would be the large amount of 'hot money' that's sitting in China and waiting to cash in on the repegs and eventual floating.