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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 (42659)9/29/2005 11:25:43 PM
From: orkrious  Read Replies (1) | Respond to of 110194
 
Greenspan raised short term rates 275%. Oil has been over $60 for a long time now. Gasoline is even more expensive. Greenspan said he was targeting speculation in RE. Interest rate curve is flat. Credit card delinquencies are raising. Two huge hurricanes destroyed significant portion of America's oil/gas industry. New Orleans has become a swamp. Natural gas is over $14. There well may be a shortage of natural gas if coming winter is bad. Mutual funds have no inflows.

yup, gold and the miners are running and all is right with the world. <g>



To: ild who wrote (42659)9/29/2005 11:39:03 PM
From: Colin H  Respond to of 110194
 
This time is different.



To: ild who wrote (42659)9/30/2005 12:26:51 AM
From: mishedlo  Read Replies (3) | Respond to of 110194
 
Greenspan raised short term rates 275%. Oil has been over $60 for a long time now. Gasoline is even more expensive. Greenspan said he was targeting speculation in RE. Interest rate curve is flat. Credit card delinquencies are raising. Two huge hurricanes destroyed significant portion of America's oil/gas industry. New Orleans has become a swamp. Natural gas is over $14. There well may be a shortage of natural gas if coming winter is bad. Mutual funds have no inflows. How come the market hasn't taken a notice?

Gee are you reading my blog before I even post it?
Whisky & Gunpowder ran it today on a zero day delay.
Blogger is down now so I have to wait.

Russ get's a plug.

Mish



To: ild who wrote (42659)9/30/2005 6:14:02 AM
From: Crimson Ghost  Respond to of 110194
 
I remember an old investment adage:

THE MARKET ALWAYS DOES WHAT IT SHOULD, BUT ALMOST NEVER WHEN YOU THINK.



To: ild who wrote (42659)9/30/2005 10:56:41 AM
From: ild  Read Replies (1) | Respond to of 110194
 
Global: Batonless
Stephen Roach (New York)

Asia/Pacific: Coping with a Strong Dollar
Andy Xie (Hong Kong)

morganstanley.com